Confetti Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Michelle Young, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Michelle Young

CFP®, BFA, ChFC®, CDFA®, ADPA®, APMA®, CRPC®, CLTC®

Private Wealth Advisor

President of Confetti Wealth
Visit Michelle Young's website
Christopher Root, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Christopher Root

CFP®, CRPC®, ChFC®, APMA®

Financial Advisor

Business Financial Advisor
Visit Christopher Root's website
Amanda Petri, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Amanda Petri

CFP®, BFA, CRPC®

Private Wealth Advisor

Visit Amanda Petri's website
Michael Cassel, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Michael Cassel

BFA, CRPC®

Financial Advisor

Visit Michael Cassel's website

Team

Carrie Chavez

Carrie Chavez

Operations Manager,

Senior Vice President

Personal Intro

Carrie and her husband, Gilberto, have two boys, Vince and Victor. They enjoy many outdoor activities year-round, music & art and spending time with loved ones.

Roles & Responsibilities

  • Assists the CEO and staff in managing and organizing office work flow and daily business operations
  • Provides service to clients through communications, marketing and events
View more
Thomas Young

Thomas Young

Marketing Consultant,

Senior Vice President

Personal Intro

When out of the office, Tom will be found golfing, and enjoys traveling with Michelle and their children.

Qualifications

  • Chartered Leadership Fellow from the American College
  • Certified in Long Term Care
  • Holds Series 7, 24, 63, 66 and MN Life Insurance Licenses

Roles & Responsibilities

  • Heads the Leadership Functions for the team in support of the CEO’s vision
  • Assists the CEO in developing company vision, strategy, and business plan
  • Support team development by identifying and developing talent to serve clients
View more
Adam Patterson

Adam Patterson

Paraplanner,

Client Concierge

Personal Intro

When he is not at the office, Adam enjoys spending time with his Wife, Natalie and their son, Hoyt. He also enjoys cooking, playing basketball or tennis and hanging out with friends and family.

Qualifications

  • Holds Series 7, 66 and Minnesota Insurance Licenses
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
View more
Jerry Judson

Jerry Judson

Paraplanner

Personal Intro

Outside of work, Jerry enjoys spending time with his yellow lab Maisy. He also enjoys fishing and skydiving.

Qualifications

  • Holds Series 7, 63 and Minnesota Insurance Licenses
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Manages client relationships between between visits
  • Handles incoming client calls and questions
View more
Jessica Ruplinger

Jessica Ruplinger

Client Service Specialist

Personal Intro

Jessi & her husband, Jason, have three children, Kaitlin, Liam & Ryan. Outside of work Jessi enjoys spending time outdoors walking & kayaking. She also likes spending time with family & friends at the cabin in WI.

Qualifications

  • Has been with Ameriprise Financial since 2000
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Manages the client relationship between visits
  • Handles incoming client calls and questions
View more
Vitali Kan

Vitali Kan

Paraplanner,

Insurance Specialist

Personal Intro

Vitali enjoys spending time with his friends and his fiancee, Maddy, whether it’s golfing, going out on the lake, going to a brewery, or trying out a new restaurant.

Qualifications

  • Holds Series 7, 66 and Minnesota Insurance Licenses
  • APMA®

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
View more
Alex Grausnick

Alex Grausnick

Practice Manager,

Paraplanner

Personal Intro

Alex enjoys spending time with his family as well as working out and both playing and watching sports, specifically golf.

Qualifications

  • Holds Series 7, 63 and Minnesota Insurance Licenses

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
View more
Betsy Hagen

Betsy Hagen

Financial Planning Specialist

Personal Intro

Outside of work, Betsy enjoys playing the piano, shopping and spending time with her children, Ella and Landon.

Qualifications

  • CFP® Certified Financial Planner
  • University of MN -- B.S. in Statistics

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
  • Runs projections for retirement, education funding and investments
View more
Derek Coulson

Derek Coulson

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠

Personal Intro

Derek spends his time outside of the office with his wife, Kimi, and 2 sons, Connor and Cayden, being outdoors and watching their numerous sporting activities.

Qualifications

  • University of St. Thomas -- B.A. Business Administration
  • Chartered Retirement Planning Counselor SM

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
View more
Timothy Bourguignon

Timothy Bourguignon

Financial Planning Assistant

Personal Intro

When he is not in the office, Tim enjoys playing video and board games, exploring the Twin Cities’ points of interest, such as museums, parks and restaurants, and traveling the world.

Qualifications

  • University of Florida -- B.A. in Linguistics
  • Rasmussen College -- A.S. in Information Systems

Roles & Responsibilities

  • Scanning, file management, meeting and application prep
View more
Sarah Kallevig

Sarah Kallevig

Administrative Assistant

Personal Intro

Outside of work Sarah enjoys spending time with her husband, Tony and son, Greyson. She also enjoys socializing with family & friends, traveling, reading, and being crafty when time allows.

Qualifications

  • Dakota County Technical College -- A.S. in Executive Administration
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Maintains office materials, meeting prep, scanning and calendar management
View more
Lisa Belanger

Lisa Belanger

Client Concierge,

Marketing Specialist

Personal Intro

At home Lisa and her husband Todd have 2 kids Mya and Mason, and a dog Henry. Lisa enjoys spending time at the cabin with family and friends and has a passion for skincare and makeup.

Roles & Responsibilities

  • Provides service to clients through communications, marketing and events
  • Maintains office materials, meeting prep, scanning and calendar management, and client services
View more
Brenda Tonjes

Brenda Tonjes

Office Manager,

Client Service Specialist

Personal Intro

Brenda and her husband, Scott, have 4 adult children, Alec, Maddie, Sam, and Kaelan. As empty nesters, Brenda and her husband enjoy visiting local wineries and spending time with family and friends. Brenda also enjoys cooking, scrapbooking and stamping cards.

Qualifications

  • University of South Dakota School of Law – Juris Doctor
  • University of South Dakota – B.A. in Criminal Justice

Roles & Responsibilities

  • Meeting prep, scanning, check and document processing, calendar management, client services
View more