Our advisors

Patrick Hagan

CFP®, BFA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Patrick Hagan Visit Patrick Hagan's website

Nicholas Hagan

CFP®, CRPC, CLTC®

Financial Advisor

Learn more about Nicholas Hagan Visit Nicholas Hagan's website

Randolph Wilson

Associate Financial Advisor

Learn more about Randolph Wilson Visit Randolph Wilson's website


Our team

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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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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