Meet Our Team

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Financial Advisors
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Paraplanners
Tax Professionals
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Plymouth, MN
Minnetonka, MN
Monticello, MN
Bloomington, MN
Burlington, VT
Sun City West, AZ
Scottsdale, AZ
Springfield, IL
Monticello, MN
Portland, ME
Acacia King
Paraplanner/Trader
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Adam Bjorklund
Financial Advisor
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Adam Schoepke
Paraplanner/Trader
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Alana Dittes
Human Resources Generalist
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Amy Fracaro-Choate CRC®, CDFA®
Financial Advisor
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Andrea Horsch
Paraplanner and AP/AR Clerk
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Andrew Gillund, CPA, MBT
Director of Tax
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Angela Erickson, CFP®, EA
Financial Advisor
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Anthony Reynolds
VP of Operations
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April Bortscheller, CFP®
President, Chief Operating Officer
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Aubrey Trahan
Client Services Associate
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Becky LaBerge
HQ Office Administrator
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Blaine Conklin, CFA®
Chief Investment Officer
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Bob Smrekar, CFP®, AIF®
Financial Advisor
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Carson Wooters
Client Services Associate
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Collin Lehman, CPA
Tax Advisor
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Dale Tondryk
Financial Advisor
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Dan Williams
Vice President of Recruiting
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David Herbeck, ChFC®, CPA/PFS - Retired
Financial Advisor
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Deb Herbeck
Financial Services Assistant
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Dora-Elvia Velazquez
Paraplanner
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Ellen Manders
Tax Associate
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Emily Knudson
Operations Director
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Eric Hansen, CRPC
Financial Advisor
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Eric Kautzman, RICP®
Financial Advisor
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Haley Newhouse
Financial Services Associate
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Jack Waletich, CPA
Tax & Financial Advisor
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Jackie Flahaven, CFP®
Financial Advisor
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Jenna Kealy
Marketing Coordinator
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Jordan Terzakos, EA
Tax Advisor
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Kelly Kirscht​
Client Services Associate/Minnetonka Office Administrator
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Keri Port
Executive Paraplanner
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Kim Turner
Office Administrator
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Kim Lillehaug, CPA/PFS, CFP®
Financial Advisor
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Krista Masera
Executive Paraplanner/Servicing Advisor
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Kristi Sanz, CRPC
VP of Practice Development
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Larry Berger, CFP®, CPA/PFS - Retired
Financial Advisor, Chairman
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Lisa Greely
Financial Advisor
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Lucas Auger, MSPFP, CFP®
Director of Client Services
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Luke Kyostia
Specialized Planning Associate
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Mark Berger, CFP®, EA
Principal, CCO
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Mary Munkvold
Executive Paraplanner
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Mary Panchyshyn
Tax Administrator
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Matthew Gibbs, CFP®, MBA
Associate Financial Advisor
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Melissa Piconi
Financial Advisor
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Miles Holbrook, EA
Tax Advisor
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Morgan Stone Padget, CFP®
Financial Advisor
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Nic Gordon, MS, CFP®, MPAS
Financial Advisor
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Nick Albert, EA
Arizona Office Manager
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Nick Asmus
Chief Executive Officer
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Nicole Morris
Receptionist at Scottsdale
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Patrick Noll, CPA
Chief Financial Officer
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Paul Klinges
Financial Advisor
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Rachel Meyer
Financial Advisor
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Rebecca Fetterman, CFP®
Financial Advisor
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Rebecca Lantzer
Financial Advisor
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Rik Stone, CFP®
Regional Director, Financial Advisor
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Ryan Kompelien, CFP®
Financial Advisor
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Sam Pirozzolo
Specialized Planning Associate
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Seth Wagner
Financial Advisor
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Troy Ray
Financial Advisor
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Tyson Pettitt
VP of Mergers & Acquisitions
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