Financial Advisors Nick Asmus, President Financial Advisor, President (763) 999-5585 [email protected] Larry Berger, CPA/PFS, CFP® Financial Advisor, Chairman (763) 746-2666 [email protected] Mark Berger, CFP®, EA Financial Advisor, Principal (763) 999-5600 [email protected] April Bortscheller, CFP® Financial Advisor, VP of Operations (763) 999-5575 [email protected] Lorraine Craig, CFP®, MBA in Financial Planning Financial Advisor (763) 432-3988 [email protected] Dan Dunn, CLU, CFP® President - Naples Office (239) 593-6598 [email protected] Angela Erickson, CFP®, EA Financial Advisor (763) 999-5588 [email protected] Jackie Flahaven, CFP® Financial Advisor (763) 999-5577 [email protected] David J. Herbeck, CPA/PFS, ChFC® Financial Advisor (763) 999-5599 [email protected] Rachel Meyer Financial Advisor (763) 999-5607 [email protected] Kristi Sanz, CRPC® Financial Advisor, Business Development Director (763) 999-5595 [email protected] Bob Smrekar, CFP®, AIF® Financial Advisor (763) 999-5590 [email protected] Christine Thomas, CFP®, CPA, MBA Financial Advisor (763) 999-5584 [email protected] Amy Fracaro-Choate, CRC Investment Advisory Representative 802-658-4040 802-862-4789 Philip Spillane Principal - Vermont Office 802-658-4040 802-862-4789 Seth Wagner Financial Advisor (763) 999-5581 [email protected] Tyson Pettitt Managing Director, Financial Advisor 802-658-4040 [email protected] Get Started Name Email Phone Message Thank you! Oops!
