Wealth Management Solutions

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

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Advisors

Gregory M Thoen, Private Wealth Advisor serving the Austin, MN area - Ameriprise Advisors

Gregory M Thoen

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gregory M Thoen's website
Randy Kramer, Private Wealth Advisor serving the Austin, MN area - Ameriprise Advisors

Randy Kramer

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Randy Kramer's website
James Surdy, Private Wealth Advisor serving the Austin, MN area - Ameriprise Advisors

James Surdy

CFP®, ChFC®, APMA, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Surdy's website
Toby Hovelsrud, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Toby Hovelsrud

APMA, ChFC®

Financial Advisor

Investment Specialist
Visit Toby Hovelsrud's website
Heather L Nelson, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Heather L Nelson

APMA

Financial Advisor

Visit Heather L Nelson's website
Melvin Soderlund, Associate Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Melvin Soderlund

APMA

Associate Financial Advisor

Visit Melvin Soderlund's website

Team

Amanda S. Sayles

Amanda S. Sayles

Operations Director

Personal Intro

Amanda is based out of our Austin office location.

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Becca Sorenson

Becca Sorenson

Marketing Manager,

Event Planner

Personal Intro

Becca works with each of our offices.

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Taylor Maxfield

Taylor Maxfield

Client Service Manager

Personal Intro

Taylor is based out of our Austin office location.

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