All Staff Find a Team Member Amy Fracaro-Choate, CRC Andrea Horsch Andrew Gillund, CPA, MBT Angela Erickson, CFP®, EA Anthony Reynolds April Bortscheller, CFP® Blaine Conklin, CFA® Bob Smrekar, CFP®, AIF® Brian Ellis Christine Thomas, CFP®, CPA, MBA Collin Lehman, CPA Connie Dunn Dan Dunn, CLU, CFP® David J. Herbeck, CPA/PFS, ChFC® Dean T. Jacobson, CPA Deb Herbeck Emily Knudson Haley Hoskin Jackie Flahaven, CFP® Jenna Bloom Keri Port Keri Palmer Kevin Gorski Krista Masera Kristi Sanz, CRPC® Larry Berger, CPA/PFS, CFP® Lisa Russell Lorraine Craig, CFP®, MBA in Financial Planning Mark Berger, CFP®, EA Mary Munkvold Mary Panchyshyn Matt Ehman Mike Welf Neal Gosman Nick Asmus, President Patrick Noll, CPA Peggy Meyer Philip Spillane Rachel Meyer Ryan Kompelien Seth Wagner Tony Mattson Tyson Pettitt Victoria Canoun Amy Fracaro-Choate, CRC Investment Advisory Representative 802-658-4040 802-862-4789 Andrea Horsch Paraplanner (763) 999-5589 [email protected] Andrew Gillund, CPA, MBT Tax Advisor (763) 999-5603 [email protected] Angela Erickson, CFP®, EA Financial Advisor (763) 999-5588 [email protected] Anthony Reynolds Marketing and Communications Specialist (763) 999-5593 [email protected] April Bortscheller, CFP® Financial Advisor, VP of Operations (763) 999-5575 [email protected] Blaine Conklin, CFA® Chief Investment Officer (763) 999-5583 [email protected] Bob Smrekar, CFP®, AIF® Financial Advisor (763) 999-5590 [email protected] Brian Ellis Operations Manager (763) 999-5586 [email protected] Christine Thomas, CFP®, CPA, MBA Financial Advisor (763) 999-5584 [email protected] Collin Lehman, CPA Tax Advisor (763) 999-5605 [email protected] Connie Dunn Administrative Assistant - Naples Office (239) 593-6598 Dan Dunn, CLU, CFP® President - Naples Office (239) 593-6598 [email protected] David J. Herbeck, CPA/PFS, ChFC® Financial Advisor (763) 999-5599 [email protected] Dean T. Jacobson, CPA Independent Tax Accountant (763) 208-1363 [email protected] Deb Herbeck Financial Services Assistant (763) 999-5598 [email protected] Emily Knudson Associate Advisor (763) 746-2666 ext. 230 [email protected] Haley Hoskin Financial Services Assistant (763) 999-5592 [email protected] Jackie Flahaven, CFP® Financial Advisor (763) 999-5577 [email protected] Jenna Bloom Administrative Assistant (763) 746-2666 [email protected] Keri Port Director of Operations, Paraplanner (763) 999-5573 [email protected] Keri Palmer Compliance Associate (763) 999-5576 [email protected] Kevin Gorski Vice President/Director of Ops - Naples Office (239) 593-6598 [email protected] Krista Masera Paraplanner (763) 999-5578 [email protected] Kristi Sanz, CRPC® Financial Advisor, Business Development Director (763) 999-5595 [email protected] Larry Berger, CPA/PFS, CFP® Financial Advisor, Chairman (763) 746-2666 [email protected] Lisa Russell Administrative Manager 802-658-4040 [email protected] Lorraine Craig, CFP®, MBA in Financial Planning Financial Advisor (763) 432-3988 [email protected] Mark Berger, CFP®, EA Financial Advisor, Principal (763) 999-5600 [email protected] Mary Munkvold Paraplanner (763) 999-5597 [email protected] Mary Panchyshyn Tax Administrator 763-999-5606 [email protected] Matt Ehman Internal Portfolio Analyst (763) 999-5594 [email protected] Mike Welf Paraplanner (763) 999-5591 [email protected] Neal Gosman Consulting Paralegal- Estate Planning Services (763) 999-5596 [email protected] Nick Asmus, President Financial Advisor, President (763) 999-5585 [email protected] Patrick Noll, CPA Tax Manager (763) 999-5602 [email protected] Peggy Meyer Financial Services Associate (763) 999-5601 [email protected] Philip Spillane Principal - Vermont Office 802-658-4040 802-862-4789 Rachel Meyer Financial Advisor (763) 999-5607 [email protected] Ryan Kompelien Associate Advisor (763) 999-5579 [email protected] Seth Wagner Financial Advisor (763) 999-5581 [email protected] Tony Mattson Corporate Accountant/ Tax Associate (763) 999-5582 [email protected] Tyson Pettitt Managing Director, Financial Advisor 802-658-4040 [email protected] Victoria Canoun Tax Associate (763) 999-5604 [email protected] Get Started Name Email Phone Message Thank you! Oops!
