The Team

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.

Our Advisors

Gregory M Thoen

Gregory M Thoen

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

A.A., Business Management, Winona Area Technical Institute
CA Insurance #0F38106

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Randy Kramer

Randy Kramer

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Plan Distribution
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies

Education

B.A., 1983, Business and Economics, University of Minnesota, Morris
CA Insurance #0I05040

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James Surdy

James Surdy

Financial Advisor

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Designations

CFP®, ChFC®, APMA®, CLU®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

B.S., Business Administation and Marketing, Bemidji State University, Bemidji, MN, 2009
CA Insurance #0L47143

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Toby Hovelsrud

Toby Hovelsrud

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance

Education

B.A., Mankato State University, Mankato, MN, 2008

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Heather Nelson

Heather Nelson

Financial Advisor

Eric Thronson

Eric Thronson

Financial Advisor

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Designations

APMA®, CRPS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investment Management

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Our Staff

Amanda Sayles

Amanda Sayles

Business Development Manager

Allison Ruehlow

Allison Ruehlow

Client Service Specialist

Abby Heimer

Abby Heimer

Marketing Manager

Taylor Maxfield

Taylor Maxfield

Office Manager