Plank, Auerbach & Associates

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



Advisors

David Auerbach, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

David Auerbach

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit David Auerbach's website
Jordan Saari, Financial Advisor serving the Edina, MN area - Ameriprise Advisors

Jordan Saari

CFP®, CRPC®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jordan Saari's website

Team

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®

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

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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