Meet Our Team

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