With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Our advisors

Steven Kumagai

CFP®, CRPC™

Private Wealth Advisor

Managing Partner of TruCairn Advisors
Learn more about Steven Kumagai

Michael Metzger

CFP®, APMA™

Private Wealth Advisor

Managing Partner of TruCairn Advisors
Learn more about Michael Metzger

Jenna Dubuc

CFP®, CRPC™, APMA™

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jenna Dubuc

Dan Carlson

MBA, CFP®, BFA™, APMA™

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dan Carlson

Donna Carpenter

CFP®, BFA™, APMA™

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Donna Carpenter

John Yaeger

BFA™, CRPC™, APMA™, CMFA®

Financial Advisor

Operations Manager
Learn more about John Yaeger

Michael Pollock

CFP®, BFA™

Associate Financial Advisor

Learn more about Michael Pollock


Our team

Eric Ronning

Eric Ronning

Operations Manager,

Chief Operating Officer of TruCairn Advisors

Qualifications

  • CFP®

Roles & Responsibilities

  • Oversees operations of the practice
  • Responsible for the practice buisness strategy, vision and goals
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Kathy Arneson

Kathy Arneson

Office Manager

Roles & Responsibilities

  • Team operations manager
  • Works with the staff’s Human Resources department to gain understanding of benefits available
  • Serves as the point person for client contact outside of the regularly scheduled client meetings
  • Responsible for new client setup and online registration
  • Manages team practice financials
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David Chan

David Chan

Paraplanner,

Insurance Specialist

Qualifications

  • Bachelor of Science, Finance and Entrepreneurial Management, University of MN, Carlson School of Management, Minneapolis, MN
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon transactions resulting from client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input into Naviplan
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Jenifer Lowell

Jenifer Lowell

Financial Planning Specialist

Roles & Responsibilities

  • Responsible for managing client data and input in NaviPlan
  • Works closely with the advisor and paraplanner to complete data input in preparation for client meetings
  • Contacts the client via telephone or e-mail for additional items needed for plan creation
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Brenda Clark

Brenda Clark

Financial Planning Assistant

Roles & Responsibilities

  • Assits with managing client data and input in NaviPlan
  • Works closely with the advisor and paraplanner to complete data input in preparation for client meetings
  • Supports practice operations
  • Assists with new client onboarding
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Katelyn Jochim

Katelyn Jochim

Marketing Specialist

Qualifications

  • Bachelor of Science, Business Management, Grand Canyon University, Phoenix, AZ

Roles & Responsibilities

  • Creates and maintains social media and website content
  • Supports Advisors in executing marketing plans, including client communications, event planning and brand awareness for the practice
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Jennifer Flinn

Jennifer Flinn

Paraplanner

Qualifications

  • Bachelor in Economics, Colorado College, Colorado Springs, CO

  • Finra Series 7 License

  • Finra Series 66 License

  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon transactions resulting from client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input into Naviplan
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Jacob Barber

Jacob Barber

Paraplanner

Qualifications

  • CFP®

  • Finra Series 7 License

  • Finra Series 66 License

  • Life, Health and Accident Insurance License

  • Bachelors Degree in Financial Counseling and Planning from Iowa State

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon transactions resulting from client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input into Naviplan
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Cori Klocek

Cori Klocek

Paraplanner

Qualifications

  • Bachelor of Arts, Anthropology, from The University of Minnesota

  • Finra Series 7 License

  • Life, Health and Accident Insurance License

  • Notary Public, State of MN

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input into Naviplan
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Daniel Lattu

Daniel Lattu

Paraplanner

Qualifications

    • Bachelors Degree, Business Administration, Saint Mary’s University Minnesota

  • Finra Series 7 License

  • Finra Series 66 License

  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input in NaviPlan
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Brenda Tonjes

Brenda Tonjes

Administrative Assistant

Roles & Responsibilities

  • Responsible for client scheduling and advisor calendar managment
  • Point person for client reschedules and contact outside of regularly scheduled meetings
  • Manages client data and electronic file storage
  • Works with clients on collecting data required for annual plan review meetings
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Geneva Bowden

Geneva Bowden

Paraplanner

Qualifications

  • Finra Series 7 License

  • Finra Series 66 License

  • Life, Health and Accident Insurance License

  • Notary Public, State of MN

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input in NaviPlan
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Diane Lang

Diane Lang

Paraplanner

Qualifications

  • Finra Series 7 License

  • Finra Series 66 License

  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input in NaviPlan
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Renee Wolff

Renee Wolff

Financial Planning Assistant

Michael Gorman

Administrative Assistant