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.



Our advisors

Advisor photo for Timothy W Biekkola

Timothy W Biekkola

ChFC®, CASL®

Private Wealth Advisor

Managing Director of Biekkola & Associates
Learn more about Timothy W Biekkola Visit Timothy W Biekkola's website
Advisor photo for James Tabery

James Tabery

MBA, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about James Tabery Visit James Tabery's website


Our team

Kyle Trangsrud, CFP®

Kyle Trangsrud, CFP®

Paraplanner

Qualifications

  • CFP® - Certified Financial Planner
  • Series 7, 63 License
  • Minnesota Accident & Health, Life, Variable Life & Variable Annuities Insurance License

Roles & Responsibilities

  • Paraplanner, preparing recommendations and data for client meetings. Analyze net worth, income, cash flow. On a personal note I enjoy live music, travel, and all the Twin Cities has to offer.
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Jordan Colby, CFP®

Jordan Colby, CFP®

Paraplanner

Qualifications

  • CFP® - Certified Financial Planner
  • FINRA Series 7, 63

Roles & Responsibilities

  • Trades and transactions, client account maintenance and paperwork. On a personal note I love outdoor sports such as snowboarding and walking my puppy Ollie.
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Deb Gussert, CFP®, ChFC®

Deb Gussert, CFP®, ChFC®

Operations Director

Qualifications

  • FINRA Series 7, 63
  • CFP® - Certified Financial Planner
  • ChFC® - Chartered Financial Consultant

Roles & Responsibilities

  • Overall responsibility for firm's operations including HR, day to day operations, and financial management.
  • Responsible for marketing and handling all of our client events.
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Debbie Nolan

Debbie Nolan

Client Service Coordinator

Roles & Responsibilities

  • Primary point of contact
  • Scheduling meetings
  • Client Maintenance
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