Plank, Auerbach & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Plank, Auerbach & Associates
Team photo for Plank, Auerbach & Associates

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Advisors

David Auerbach

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit David Auerbach's website

Jordan Saari

CFP®, CRPC, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jordan Saari'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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Daniel Tuohy, CFA®, CFP®

Daniel Tuohy, CFA®, CFP®

Paraplanner,

Chartered Financial Analyst®

Qualifications

  • Bachelor of Arts Business Administration/Finance
  • Chartered Financial Analyst®

  • CERTIFIED FINANCIAL PLANNER™ professional

  • 20+ Years industry experience
  • FINRA Series 7 & 63 and MN insurance Licenses
  • Joined Team in 2019

Roles & Responsibilities

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