The Team

Gagnon & Bigalke

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Mike Gagnon

Mike Gagnon

Financial Advisor

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Designations

CFP®, CFS®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies

Education

BS, Business and Economics, University of Minnesota, Morris 1981
CA Insurance #0H26759

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Troy Bigalke

Troy Bigalke

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Education

BA, Business Management, St. John's University
CA Insurance #0N12945

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Luke Gagnon

Luke Gagnon

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

BA, Economics, St. Olaf, Northfield, Minnesota 2008
CA Insurance #0G27133

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Andy Gagnon

Andy Gagnon

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

Bachelor's Degree, Hamline University, St. Paul, MN 2005, Master's Degree, Hamline University, St. Paul, MN 2011

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Our Staff

Lily Zahn

Lily Zahn

Client Service Manager

Mackenzie Uter

Mackenzie Uter

Client Service Specialist

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Qualifications

  • Bachelors Degree in Accounting - St. Cloud State University