Plank Wealth Management

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Plank Wealth Management
Team photo for Plank Wealth Management

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Advisors

Advisor photo for David Auerbach

David Auerbach

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit David Auerbach's website
Advisor photo for Meghan Villanueva

Meghan Villanueva

CFP®, APMA®, BFA, CRPC

Financial Advisor

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

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
  • 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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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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