763-746-2666

Financial Advisors

Financial Advisors

Nick Asmus

Nick Asmus, President

Financial Advisor, President

(763) 999-5585

Larry Berger

Larry Berger, CPA/PFS, CFP®

Financial Advisor, Chairman

(763) 746-2666

Mark Berger

Mark Berger, CFP®, EA

Financial Advisor, Principal

(763) 999-5600

April Bortscheller

April Bortscheller, CFP®

Financial Advisor, VP of Operations

(763) 999-5575

Lorraine Craig

Lorraine Craig, CFP®, MBA in Financial Planning

Financial Advisor

(763) 432-3988

Angela Erickson

Angela Erickson, CFP®, EA

Financial Advisor

(763) 999-5588

Jackie Flahaven

Jackie Flahaven, CFP®

Financial Advisor

(763) 999-5577

David Herbeck

David J. Herbeck, CPA/PFS, ChFC®

Financial Advisor

(763) 999-5599

Kim Lillehaug

Kim Lillehaug, CPA/PFS, CFP®

Financial Advisor

(763) 295-0442

Kristi Sanz

Kristi Sanz, CRPC®

Financial Advisor, Business Development Director

(763) 999-5595

Bob Smrekar

Bob Smrekar, CFP®, AIF®

Financial Advisor

(763) 999-5590

Christine Thomas

Christine Thomas, CFP®, CPA, MBA

Financial Advisor

(763) 999-5584

Seth Wagner

Seth Wagner

Financial Advisor

(763) 999-5581

Amy Fracaro-Choate

Amy Fracaro-Choate, CRC

Financial Advisor

802-658-4040

802-862-4789

Philip Spillane

Philip Spillane

Financial Advisor - Vermont Office

802-658-4040

802-862-4789

Tyson Pettitt

Tyson Pettitt

Managing Director, Financial Advisor

802-658-4040

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