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Meet Our Team

David J. Herbeck, CPA/PFS, ChFC®
Financial Advisor
P:
763-999-5599
E:

Kim Lillehaug, CPA/PFS, CFP®
Financial Advisor
P:
763-295-0442
E:

Larry Berger, CPA/PFS (Retired), CFP®
Financial Advisor, Chairman
P:
763-746-2666
E:

Lorraine Craig, CFP®, MBA
Financial Advisor, MBA in FInancial Planning
P:
763-432-3988
E:

Krista Masera
Executive Paraplanner/Servicing Advisor
P:
763-999-5578
E:

Lucas Auger, MSPFP, CFP®
Director of Client Services
P:
763-999-5582
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:
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