All Staff

Amy Fracaro-Choate

Amy Fracaro-Choate, CRC

Financial Advisor

802-658-4040

802-862-4789

Anthony Reynolds

Anthony Reynolds

Marketing and Communications Specialist

(763) 999-5593

Keri Port

Keri Port

Director of Operations, Paraplanner

(763) 999-5573

Kristi Sanz

Kristi Sanz, CRPC®

Financial Advisor, Business Development Director

(763) 999-5595

Neal Gosman

Neal Gosman

Consulting Paralegal- Estate Planning Services

(763) 999-5596

Philip Spillane

Philip Spillane

Financial Advisor - Vermont Office

802-658-4040

802-862-4789

Tony Mattson

Tony Mattson

Corporate Accountant/ Tax Associate

(763) 999-5582

Tyson Pettitt

Tyson Pettitt

Managing Director, Financial Advisor

802-658-4040

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