PLANNING. GUIDANCE. RELATIONSHIPS.
Our team of over 20 individuals is what makes us so unique. We believe this one of the reasons you’ll enjoy working with us. Each of our dedicated team members shares the same passion for financial planning and a commitment to providing exceptional service.
Chartered Financial Analyst CFA
Anna’s hobbies include running, cooking, practicing yoga, skiing, and biking. She enjoys spending time with her husband, Jeremy, and their two children, Caroline and Connor.
Janae is living her dream as an Airstream Nomad, along with husband Mark and their beloved rescue mutt, Andi.
Her passions include traveling, biking, hiking, healthy cooking and finding awe-inspiring beauty wherever she goes.
Over20 years in the Print & Graphics Industry, as well as project management and process improvement.
When not enjoying time with her family, including 3 grandsons, Carleen likes to spend her free time exploring new places on motorcycle trips, fishing and fireside chats at the cabin, gardening and visiting the occasional antique shop.
Dawn is a mom, marathon runner and reader of all things mystery. She enjoys time outside in her garden and biking with her husband.
Karri lives for untamed adventure, travel, and (very) early morning exercise. She spends her free time reading, listening to music, creating art and exploring Midwest life with her family and farm cat, Prince Kitty.
With almost three decades of celebrated retail leadership roles, Karri seamlessly evolved into her next career chapter of executive assistant, supporting C-level executives.
Accredited Portfolio Management Advisor APMA
Outside of work Jennifer enjoys spending time with her family, especially her nieces and nephews, taking care of her 3 dogs, running, biking, hiking, traveling anywhere there is a running race and building Lego.
Peter enjoys biking, boating, snowmobiling, camping and cooking. He loves to spend his time outside both working and playing. Peter also enjoys researching and keeping up with current events.
BFA™ Behavioral Financial Advisor
Outside of work, Molly enjoys visiting national parks and spending time with her friends and her dogs. Molly graduated from the University of Northwestern St. Paul in May 2021with a business administration major and a finance minor. Prior to joining Fathom Advisors, she worked at Northwestern Mutual where she supported new advisors entering the business.
Business Administration & Finance - University of Northwestern St. Paul
Northwestern Mutual - Supported New Advisors
Outside of work she enjoys lifting weights, drawing, biking, vintage shopping, camping, and spending time with loved ones.
Taylor loves lifting weights , hiking with friends, reading, spending time with her family, and going on runs with her dog, Ozzie!
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