Our advisors

Daniel Grassman

CFP®, CRPC, AAMS

Associate Manager

Managing Director
Learn more about Daniel Grassman Visit Daniel Grassman's website

Arlen Stern

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Arlen Stern Visit Arlen Stern's website

Dennis B G Rowland

Financial Advisor

Managing Director
Learn more about Dennis B G Rowland Visit Dennis B G Rowland's website

Jenny Rasmussen

CFP®, AAMS, CDFA®, CKA®

Private Wealth Advisor

Vice President
Learn more about Jenny Rasmussen Visit Jenny Rasmussen's website

Kyle Neumann

CFP®, BFA, CRPC, APMA

Financial Advisor

Learn more about Kyle Neumann Visit Kyle Neumann's website

Tom Vanyo

APMA

Financial Advisor

Learn more about Tom Vanyo Visit Tom Vanyo's website


Our team

Rachel A. Repasky

Rachel A. Repasky

Registered Practice Associate

Qualifications

  • Series 7
  • Series 63
  • MN Life, Accident and Health
View more
Shalini Joshi

Shalini Joshi

Client Service Associate

Pamala Cross

Pamala Cross

Client Service Associate