Meet Our Team

Andrea Horsch
Office Administrator / Financial Services Assistant
P:
763-999-5589
E:

Rebecca Fetterman, CFP®
Associate Financial Advisor
P:
802-662-0005
E:

April Bortscheller, CFP®
Financial Advisor, VP of Operations
P:
763-999-5575
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:

Jenna Bloom
Marketing Specialist & Operations Associate
P:
763-999-5580
E:

Kristi Sanz, CRPC®
Financial Advisor, Business Development Director
P:
763-999-5595
E:

Mark Berger, CFP®, EA
Financial Advisor, Principal
P:
763-999-5600
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:

Tyson Pettitt
Managing Director, Financial Advisor
P:
802-658-4040