Hagan and Associates

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Team photo for Hagan and Associates
Team photo for Hagan and Associates

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Advisors

Nicholas Hagan

CFP®, CRPC, CLTC®

Financial Advisor

Visit Nicholas Hagan's website

Patrick Hagan

CFP®, BFA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Patrick Hagan's website


Team

Amy Ames

Amy Ames

Receptionist

Roles & Responsibilities

  • Client Reception, Conference Room Management, Whole Office Management, Event Coordination, and Multi-Practice Support.
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Bryce Roufs

Bryce Roufs

Paraplanner

Qualifications

  • Licenses: MN Life Insurance, Series 7 and Series 66

Roles & Responsibilities

  • Client Service Coordination, Correspondence Management, Calendar Management, Meeting Preparation & Follow-Up
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Patrick Doyle

Patrick Doyle

Paraplanner

Qualifications

  • Licenses: MN Life Insurance and Series 7 & 63

Roles & Responsibilities

  • Advisor Support, Financial Plan Preparation, Data Verification, Illustration Creation, Client Communications, and Meeting Preparation.
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