Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
When out of the office, Tom will be found golfing, and enjoys traveling with Michelle and their children.
Carrie and her husband, Gilberto, have two boys, Vince and Victor. They enjoy many outdoor activities year-round, music & art and spending time with loved ones.
Marshall is married with four kids. When extra time allows, they enjoy traveling and heading to the cabin together.
Vitali enjoys spending time with his friends and his wife, Maddy, whether it’s golfing, going out on the lake, going to a brewery, or trying out a new restaurant.
When he is not at the office, Adam enjoys spending time with his Wife, Natalie and their two sons, Hoyt, and Knox. He also enjoys cooking, playing basketball or tennis and hanging out with friends and family.
Alex enjoys spending time with his family as well as working out and both playing and watching sports, specifically golf.
Dan enjoys spending time with his friends and family. When he is not working, you can find him on a trout stream, hockey rink, or golf course.
Holds Series 7, 63, 65
Minnesota Insurance Licenses
Family is a blessing to Taylor. Taylor’s family has always been at the center of who he is as a person. Taylor, along with his wife, Kori, and his daughters, Keira and Riley, spend their time together hiking, biking, and out on the lake in the canoe. He also has a love of home projects with experiences ranging from simply cosmetic to additions to whole house remodels.
RICP®
CLTC®
University of Minnesota, B.A. in History
Tony enjoys spending time with his family: wife, Lisel, and two sons, Roman and Brenner. Outside of work, Tony loves to travel and explore new places with his family and remain active in his church. Otherwise, you’ll find him with either a golf club or fishing pole in his hand, or generally just trying to get out and explore the outdoors.
Series 7, 63, and 66
MN Insurance Licenses
Outside of work, Betsy enjoys playing the piano, shopping and spending time with her children, Ella and Landon.
Derek spends his time outside of the office with his wife, Kimi, and 2 sons, Connor and Cayden, being outdoors and watching their numerous sporting activities.
When he is not in the office, Tim enjoys playing video and board games, exploring the Twin Cities’ points of interest, such as museums, parks and restaurants, and traveling the world.
Out side of work, Pamela enjoys spending time with her husband, Daniel and their 3 children, Kylie, Blake and Nolan. When time allows, Pamela likes to garden, cook-up a pie or cookies and play board games with the family.
At home Lisa and her husband Todd have 2 kids Mya and Mason, and a dog Henry. Lisa enjoys spending time at the cabin with family and friends and has a passion for skincare and makeup.
Emily is a recent graduate starting her career hoping to discover more of what she wants to do in the long-term professionally. Outside of work Emily enjoys reading, playing board games, spending time outside, watching sports especially football (GO HUSKERS!), and spending time with friends and family at new restaurants and breweries. Hanging out with loved ones outside of work is an important part of her life!
University of Nebraska –Lincoln - B.S. in Economics and Marketing
Claire enjoys solo international travel, creative cooking, writing, gardening, rollerblading, and of course, spending time with her friends and family.
University of Minnesota - Twin Cities - B.S. in Applied Economics and Business Management
Outside of work Jessi enjoys spending time with her three children, Kaitlin, Liam & Ryan. She likes being outdoors enjoying activities such as walking, hiking, kayaking and snowshoeing. You’ll also find her spending time with family & friends at the cabin in WI.
Laura enjoys spending time with her husband Dan and 4 kids. They love to go camping and fishing together. Laura also loves to cook and gardening.
Megan enjoys spending time with her friends and family. Outside of work, Megan loves traveling to new places, reading, and exploring breweries around the Twin Cities.
During his time off, Devon enjoys spending time with his friends and family. He also enjoys watching sports, golfing, and trying new things.
Jack enjoys spending time with family and friends outside of work. He enjoys golfing, playing hockey, and cheering on Minnesota sports teams.
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