The Team

Proviant Group

We are committed to helping clients and their families plan for their financial future with integrity in a caring and professional relationship.

Our Advisors

Patrick J Kruchten

Patrick J Kruchten

Private Wealth Advisor

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Designations

CFP®, CRPC®, AAMS®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

Bachelor of Science, Finance, St. Cloud State University, St. Cloud, MN
CA Insurance #0M32820

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Barclay G Carriar

Barclay G Carriar

Private Wealth Advisor

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Designations

CFP®, CRPC®, AAMS®, AWMA®, ADPA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

B.A., 1985, St. Cloud State University, St. Cloud, MN
CA Insurance #0E92393

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John Anderson

John Anderson

Private Wealth Advisor

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Designations

CFP®, AAMS®, CRPC®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

Master of Arts, 1993, St. Cloud State University, St. Cloud, MN, Bachelor of Science, 1977, Winona State University, Winona, MN

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David Hall

David Hall

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management

Education

M.S., Music Education, 1992, St. Cloud State University, St. Cloud, MN, B.S., Music Education, 1980, St. Cloud State University, St. Cloud, MN
CA Insurance #0F71419

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Joshua Nelson

Joshua Nelson

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

B.S., Finance and Economics - St. Cloud State University, 2001

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April Diederich

April Diederich

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies

Education

Bachelor of Science, St. Cloud State University, St. Cloud, MN, 2000

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Jamie O'Rourke

Jamie O'Rourke

Financial Advisor

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Designations

CFP®, CRPC®, ADPA®, CDFA®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

Bachelor of Science, 2004, Finance, St. Cloud State University, St. Cloud, MN

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Regan Johnson

Regan Johnson

Financial Advisor

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Designations

CFP®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

B.E.S., Biology - St. Cloud State University
CA Insurance #0K67679

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Jill Bruno

Jill Bruno

Financial Advisor

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Designations

BFA, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies

Education

Certificate, Accounting Minneapolis Business College 1989

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Renee Volk

Renee Volk

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies

Education

Bachelor of Science, International Business and Economics, St. Catherine University, St. Paul, MN, Bachelor of Science, Marketing and Management, St. Catherine University, St. Paul, MN

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Zach McBroom

Zach McBroom

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

B.A., Social Science - Saint John's University, 2002

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Our Staff

Kelly Hoppe

Kelly Hoppe

Client Service Manager

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Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health and Annuity
  • Accounting Degree, St. Cloud Technical College
  • She works primarily as a Client Service Manager with Pat Kruchten.
  • Kelly has been with the team since 2015.
Nita Papesh

Nita Papesh

Client Service Manager

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Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health, and Annuity
  • Nita works primarily as a Paraplanner for John Anderson.
  • She has been with the team since 2006.
Devon Hanson

Devon Hanson

Client Service Manager

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Qualifications

  • Bachelor of Science, Finance, Minnesota State University - Moorhead
  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health, and Annuity
  • Devon has been with the team since 2008.
Katie Roos

Katie Roos

Client Service Manager

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Qualifications

  • FINRA Series 7
  • FINRA Series 63
  • MN Life, Health, and Annuity
  • Bachelor of Science, Moorhead State University, MN
  • Katie works primarily with Dave Hall and Josh Nelson.
  • She has been with the team since 2012.
Emily Runyon

Emily Runyon

Client Service Coordinator

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Qualifications

  • Bachelor of Science, Business Management, St. Cloud State University
  • Emily works primarily as a Client Service Coordinator and Financial Planning Analyst for Jill Bruno.
  • She has been with the team since 2012.
Deanna Stoeckel

Deanna Stoeckel

Client Service Manager

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Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health, and Annuity
  • Deanna has been with the team since 2016.
  • She works primarily as a Client Service Manager for Barclay Carriar.
Dawn Rzeszotarski

Dawn Rzeszotarski

Client Service Coordinator

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Qualifications

  • MN Life, Health and Annuity
  • Dawn has been with our team since 2019.
  • She works primarily as a Client Service Coordinator for Barclay Carriar.
Elaine Wicklund

Elaine Wicklund

Client Service Specialist

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Qualifications

  • Accounting Program, Alexandria Technical & Community College
  • She has been with the team since 2011.

Michelle Monn

Client Service Coordinator

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Qualifications

  • Michelle has been with the team since 2019.
Michael Hendrickson

Michael Hendrickson

Operations Director

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Qualifications

  • A.A.S. Degree, Accounting, Rasmussen Business College
  • Michael is the Operations Director and has been with the team since 2003.
Garrett Miller

Garrett Miller

Financial Planning Assistant

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Qualifications

  • Bachelor of Science, Finance, St. Cloud State University
  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health, and Annuity
  • Garrett is the Analyst Team Lead.
  • He has been with the team since 2004.
Chris Freeh

Chris Freeh

Financial Planning Assistant

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Qualifications

  • Bachleor of Science, Finance, St. Cloud State University
  • Chris is a Financial Planning Analyst
  • He has been with the team since 2008.
Austin Borgerding

Austin Borgerding

Financial Planning Assistant

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Qualifications

  • Bachelor of Science, Finance, with a minor in Economics, St. Cloud State University
  • Austin is a Financial Planning Analyst
  • Austin has been with our team since 2018.
Lori Grotto

Lori Grotto

Administrative Assistant

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Qualifications

  • Associates of Arts, St. Cloud State University
  • Lori is our Receptionist, and provides administative support for clients, staff and advisors. She also coordinates marketing activities.
  • She has been with the team since 2012.
Sydney Hendricks

Sydney Hendricks

Assistant

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Qualifications

  • Associate of Arts, St. Cloud Technical & Community College
  • Sydney is our General File Clerk and has been with the firm since 2018.