Meet Our Team
David J. Herbeck, CPA/PFS, ChFC®
Financial Advisor
P:
763-999-5599
E:
Krista Masera
Executive Paraplanner/Servicing Advisor
P:
763-999-5578
E:
Lucas Auger, MSPFP, CFP®
Director of Client Services
P:
802-662-1602
E:
Rachel Stege
Minnetonka Receptionist/Client Services Associate
P:
952-401-1671
E:
April Bortscheller, CFP®
President, Chief Operating Officer
P:
763-999-5575
E:
Christine Thomas, CFP®, CPA, MBA
Financial Advisor
P:
763-999-5584
E:
Haley Hoskin
Executive Paraplanner/Trading Manager
P:
763-999-5592
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
