Meet Our Team

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Acacia King

Financial Services Assistant

P:

763-999-5611

E:

Andrea Horsch

Office Administrator / Financial Services Assistant

P:

763-999-5589

E:

Anthony Reynolds

Business Strategy Director

P:

763-999-5593

E:

Becky LaBerge

Receptionist

P:

(763) 746-266

E:

Breanna Dupras

Financial Services Assistant

P:

802-662-1604

E:

Dan Williams

Business Development Manager

P:

763-645-9952

E:

Derek Reque

Paraplanner

P:

763-999-5610

E:

Emily Knudson

Operations Analyst

P:

763-999-5574

E:

Jackie Flahaven, CFP®

Financial Advisor

P:

763-999-5577

E:

Katie Nelson

Paraplanner

P:

763-999-5687

E:

Krista Masera

Servicing Advisor

P:

763-999-5578

E:

Lisa Greely

Financial Advisor

P:

952-888-7509

E:

Lucas Auger, CFP®

Paraplanner

P:

802-662-1602

E:

Mary Panchyshyn

Tax Administrator

P:

763-999-5606

E:

Miles Holbrook, EA

Tax Advisor

P:

802-662-1612

E:

Nicole Morris

Receptionist at Scottsdale

P:

480 473-4619

E:

Rebecca Fetterman, CFP®

Associate Financial Advisor

P:

802-662-0005

E:

Seth Wagner

Financial Advisor

P:

763-999-5581

E:

Victoria Canoun

Tax Associate

P:

763-999-5604

E:

Adam Schoepke

Financial Services Assistant

P:

763-999-5591

E:

Andrew Gillund CPA, MBT

Tax Advisor

P:

763-999-5603

E:

April Bortscheller, CFP®

Financial Advisor, VP of Operations

P:

763-999-5575

E:

Blaine Conklin, CFA®

Chief Investment Officer

P:

763-999-5583

E:

Christine Thomas, CFP®, CPA, MBA

Financial Advisor

P:

763-999-5584

E:

David J. Herbeck, CPA/PFS, ChFC®

Financial Advisor

P:

763-999-5599

E:

Dora-Elvia Velazquez

Paraplanner

P:

602-584-9798

E:

Haley Hoskin

Paraplanner

P:

763-999-5592

E:

Jenna Bloom

Marketing Specialist & Operations Associate

P:

763-999-5580

E:

Keri Port

Paraplanner

P:

763-999-5573

E:

Kristi Sanz, CRPC®

Financial Advisor, Business Development Director

P:

763-999-5595

E:

Lisa Russell

Paraplanner

P:

802-658-4040

E:

Mark Berger, CFP®, EA

Financial Advisor, Principal

P:

763-999-5600

E:

Matthew Gibbs

Paraplanner

P:

(802) 662-1553

E:

Nick Albert, EA

Arizona Office Manager

P:

602-584-9796

E:

Patrick Noll, CPA

Tax Manager

P:

763-999-5602

E:

Rebecca Lantzer

Financial Advisor

P:

952-888-7509

E:

Troy Ray

Financial Advisor

P:

602-584-2023

E:

Amy Fracaro-Choate CRC

Financial Advisor

P:

802-662-1606

E:

Angela Erickson CFP® , EA

Financial Advisor

P:

763-999-5588

E:

Audrey Crandall

Receptionist

P:

623-825-3173

E:

Bob Smrekar, CFP®, AIF®

Financial Advisor

P:

763-999-5590

E:

Collin Lehman, CPA

Tax Advisor

P:

763-999-5605

E:

Deb Herbeck

Financial Services Assistant

P:

763-999-5598

E:

Ellen Manders

Tax Associate

P:

602-726-3753

E:

Jack Tischler

Financial Services Assistant

P:

763-999-5609

E:

Joseph Troszak

Financial Services Assistant

P:

763-999-5576

E:

Kim Lillehaug, CPA/PFS, CFP®

Financial Advisor

P:

763-295-0442

E:

Larry Berger, CPA/PFS CFP®

Financial Advisor, Chairman

P:

763-746-2666

E:

Lorraine Craig, CFP®, MBA

Financial Advisor, MBA in FInancial Planning

P:

763-432-3988

E:

Mary Munkvold

Paraplanner

P:

763-999-5597

E:

Melissa Meyer, RFC®, EA

Financial Advisor

P:

623-825-3173

E:

Nick Asmus

Chief Executive Officer

P:

763-999-5585

E:

Rachel Meyer

Financial Advisor

P:

763-999-5607

E:

Ryan Kompelien, CFP®

Financial Advisor

P:

763-999-5579

E:

Tyson Pettitt

Managing Director, Financial Advisor

P:

802-658-4040

E: