Wealth Management Solutions

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


close

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

View Larger


Advisors

Aaron Wurm

CFP®, APMA

Financial Advisor

Visit Aaron Wurm's website

Dennis Paul

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Dennis Paul's website

Gregory M Thoen

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gregory M Thoen's website

Mary P Thoen

CRPC, APMA

Financial Advisor

Visit Mary P Thoen's website

Tim Robinson

APMA

Financial Advisor

Visit Tim Robinson'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

View more
Becca Sorenson

Becca Sorenson

Marketing Manager

Personal Intro

Becca works with each of our offices.

View more
Lexie Johnson

Lexie Johnson

Event Planner