Wealth Management Solutions

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Wealth Management Solutions
Team photo for Wealth Management Solutions

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Advisors

Advisor photo for Gregory M Thoen

Gregory M Thoen

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gregory M Thoen's website
Advisor photo for Brianne N Erickson

Brianne N Erickson

ChFC®, APMA, CLU®

Private Wealth Advisor

Chief Operating Officer of Wealth Management Solutions
Visit Brianne N Erickson's website
Advisor photo for James Surdy

James Surdy

CFP®, ChFC®, APMA, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Surdy's website
Advisor photo for Heather L Nelson

Heather L Nelson

APMA

Financial Advisor

Visit Heather L Nelson's website
Advisor photo for Toby Hovelsrud

Toby Hovelsrud

APMA, ChFC®

Financial Advisor

Investment Specialist
Visit Toby Hovelsrud's website
Advisor photo for Melvin Soderlund

Melvin Soderlund

APMA

Associate Financial Advisor

Visit Melvin Soderlund's website


Team

Amanda Sayles

Amanda Sayles

Operations Director

Personal Intro

As Operations Director, I not only work with clients to provide them with the services and support that they may need but I also work with all 11 of our offices to provide operational support and service. I work directly with our offices to make sure that together, we are providing our clients with the highest quality of financial wellness. My home office is Austin, MN

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Becca Sorenson

Becca Sorenson

Marketing Manager

Personal Intro

Becca works with each of our offices.

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Lexie Johnson

Lexie Johnson

Event Planner