Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Sustainable and Responsible Investing
  • Saving for Education

Awards & recognition

  • Mark A Gabriel, Five Star Wealth Manager, 2012 - 2024
  • Gavin Craig, Five Star Wealth Manager, 2014 - 2024
  • Alex Gabriel, Five Star Wealth Manager, 2021 - 2024
  • Mark A Gabriel, Ameriprise Circle of Success Diamond Ring, 2008
  • Mark A Gabriel, Ameriprise Circle of Success, 2012, 2014, 2018, 2020, 2021, 2022, 2023
  • Gavin Craig, Ameriprise Circle of Success, 2019 - 2023

Community participation

Adopt-A-Highway
Adopt-A-Highway

The team volunteers with Feed My Starving Children and the Minnesota Adopt a Highway program.

Mark Gabriel volunteers with Angel Foundation to help provide cancer patients and their families with pro bono financial planning services.

Gavin Craig and Wayne Wulf provide financial support to Kinnickinnic River Land Trust to help conserve and protect the beauty and health of the Kinnickinnic River and its watershed.

Gavin Craig also provides financial support to Children’s Hospital Association to help improve child health care.

  • https://www.fmsc.org/
  • https://mnangel.org/
  • https://kinniriver.org
  • https://www.childrenshospitals.org/

Our photos

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