All Staff Find a Team Member Alex Meehan, CFP® 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 Jackie Flahaven, CFP® Jayne Kiel Jenna Bloom Keri Port Keri Palmer Kevin Gorski Krista Masera Kristi Sanz, CRPC® Larry Berger, CPA/PFS, CFP® Lorraine Craig, CFP®, MBA in Financial Planning Mark Berger, CFP®, EA Mary Munkvold Mary Panchyshyn Matt Ehman Neal Gosman Nick Asmus, President Patrick Noll, CPA Peggy Meyer Rachel Meyer Ryan Kompelien Seth Wagner Tony Mattson Victoria Canoun Alex Meehan, CFP® Paraplanner (763) 999-5587 [email protected] 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 Paraplanner (763) 999-5586 [email protected] Christine Thomas, CFP®, CPA, MBA Paraplanner (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 Paraplanner (763) 746-2666 ext. 230 [email protected] Jackie Flahaven, CFP® Financial Advisor (763) 999-5577 [email protected] Jayne Kiel Client Service Representative - Naples Office (239) 593-6598 [email protected] Jenna Bloom Administrative Assistant (763) 746-2666 [email protected] Keri Port Director of Operations, Paraplanner (763) 999-5573 [email protected] Keri Palmer Operations Associate, Paraplanner (763) 999-5576 [email protected] Kevin Gorski Vice President/Director of Ops - Naples Office (239) 593-6598 [email protected] Krista Masera Financial Services Assistant (763) 999-5578 [email protected] Kristi Sanz, CRPC® Financial Advisor (763) 999-5595 [email protected] Larry Berger, CPA/PFS, CFP® Financial Advisor, Chairman (763) 746-2666 la[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] 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] Rachel Meyer Financial Advisor (763) 999-5607 [email protected] Ryan Kompelien Paraplanner (763) 999-5579 [email protected] Seth Wagner Paraplanner (763) 999-5581 [email protected] Tony Mattson Corporate Accountant/ Tax Associate (763) 999-5582 [email protected] Victoria Canoun Tax Associate (763) 999-5604 [email protected]
