Broker Check

Our Team

Matthew  Nelson

Matthew D. Nelson, CFP®, AIF®

SENIOR FINANCIAL ADVISOR, EXECUTIVE OFFICER

(952) 225-0343

(952) 545-6541

Jon  Dennison

Jon Dennison

FINANCIAL ADVISOR, FINANCIAL PLANNING DIRECTOR

(952) 225-0340

(952) 545-6541

Matthew  Finley

Matthew J. Finley, CFP®

FINANCIAL ADVISOR, INVESTMENT MANAGEMENT DIRECTOR

(952) 225-0347

(952) 545-6541

Peter  Christensen

Peter Christensen, CPA

CERTIFIED PUBLIC ACCOUNTANT

(952) 894-5221

(952) 894-2141

Jacob  LaRue

Jacob LaRue, CFP®

FINANCIAL PLANNING ASSOCIATE

(952) 225-0364

(952) 545-6541

Pam  Hebert

Pam Hebert

OPERATIONS MANAGER

(952) 225-0362

(952) 545-6541

Stephani  Scheuermann

Stephani Scheuermann

SENIOR CLIENT SERVICE MANAGER

(952) 225-0346

(952) 545-6541

Brandon  Hebert

Brandon Hebert

CLIENT SERVICE MANAGER

(952) 225-0363

(952) 545-6541

Abbey Marquardt

Abbey Marquardt

CLIENT SERVICE MANAGER

(952) 225-0345

(952) 545-6541

Kristine Carlson

Kristine Carlson

EXECUTIVE ASSISTANT

(952) 225-0324

(952) 545-6541