Wealth Management Solutions

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo for Wealth Management Solutions
Team photo for Wealth Management Solutions

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Advisors

Brianne N Erickson

ChFC®, APMA™, CLU®

Private Wealth Advisor

Chief Operating Officer of Wealth Management Solutions
Visit Brianne N Erickson's website

Gregory M Thoen

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gregory M Thoen's website

James Surdy

CFP®, ChFC®, APMA™, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Surdy's website

Heather L Nelson

APMA™

Financial Advisor

Visit Heather L Nelson's website

Toby Hovelsrud

APMA™, ChFC®

Private Wealth Advisor

Investment Specialist
Visit Toby Hovelsrud's website

Melvin Soderlund

APMA™

Associate Financial Advisor

Visit Melvin Soderlund's website

Sandra Jane Abild

Associate Financial Advisor

Practice Manager
Visit Sandra Jane Abild's website


Team

Amanda Sayles

Amanda Sayles

Operations Specialist,

Chief Financial Officer of Wealth Management Solutions

Personal Intro

Amanda is a part of the Accounting and Human Resources team. This team manages our practice’s financial operations and personnel needs, including bookkeeping, payroll, hiring and employee support, ensuring our practice runs smoothly. Amanda works out of our Austin, MN location.

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Becca Sorenson

Becca Sorenson

Marketing Manager

Personal Intro

Becca is our lead marketer. The marketing team is responsible for strategizing, developing and executing marketing initiatives, collaborating with all locations to manage branding, client communications, event planning and community outreach.

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Lexie Johnson

Lexie Johnson

Event Planner

Personal Intro

Lexie serves as the event planner on the marketing team, bringing creating organization and a personal touch to every client event. She thoughtfully designs events that reflect the values of the practice and strengthen connections with clients. Lexie heps turn ideas into meaningful moments that leave a lasting impression.

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