Auerbach Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Auerbach Wealth Management
Team photo for Auerbach Wealth Management

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Advisors

Advisor photo for Jason Plank

Jason Plank

MBA, CFP®, CRPC, AAMS®

Private Wealth Advisor

President of Plank Wealth Management
Visit Jason Plank's website
Advisor photo for Jordan Saari

Jordan Saari

CFP®, CRPC, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Jordan Saari's website
Advisor photo for Meghan Villanueva

Meghan Villanueva

CFP®, APMA®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Meghan Villanueva's website


Team

Juli Seeger

Juli Seeger

Client Concierge

Qualifications

    • Bachelor of Science Organizational Management
    • Joined Team in 2013

Roles & Responsibilities

  • Communications
  • Coordinate Scheduling
  • Plan Client Events
  • Manage Office
  • Client Service Needs
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JJ Tight

JJ Tight

Financial Planning Assistant

Qualifications

    • Bachelor of Arts Economics
    • Joined Team in 2015

Roles & Responsibilities

  • Meeting Preparation
  • Meeting Follow-Up
  • Client Service
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Kayla Zart

Kayla Zart

Client Service Specialist

Qualifications

    • Associates in Applied Science
    • Joined Team in 2014

Roles & Responsibilities

  • Meeting Preparation
  • Meeting Follow-up
  • Client Service Needs
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Daniel Tuohy, CFA®, CFP®

Daniel Tuohy, CFA®, CFP®

Paraplanner,

Chartered Financial Analyst®

Qualifications

    • Bachelor of Arts Business Administration/Finance
    • 20+ Years industry experience
    • FINRA Series 7 & 63 and MN insurance Licenses
    • Joined Team in 2019
  • CFP

  • CFA

Roles & Responsibilities

  • Meeting Preparation
  • Investment Research
  • Financial Planning Analysis
  • Client Service Follow-up
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