Our advisors

Our team

Heather Movrich

Heather Movrich

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
View more
Melissa Granlund

Melissa Granlund

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
  • Bachelor of Science in Risk Management and Insurance

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
View more
Crescent Hoffman

Crescent Hoffman

Paraplanner

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
  • Bachelor of Arts in Accounting

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
View more
James Bruggers, CFP

James Bruggers, CFP

Investment Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Angie Zebro

Angie Zebro

Marketing Manager

Personal Intro

In her free time, Angie enjoys spending time with her husband, Tim, and their children, Tyler and Alexis. She also enjoys sports, camping, photography, and traveling with friends and family.

Qualifications

  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
  • Bachelor of Science in Business Administration
  • Bachelor of Science in Marketing
View more
Ross Brouwer, APMA

Ross Brouwer, APMA

Investment Specialist,

Operations Manager

Qualifications

  • Accredited Portfolio Management Advisor
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Minnesota Insurance License
  • Bachelor of Business Administration Degree, Finance Emphasis
View more
Vicki Renne

Vicki Renne

Client Service Specialist

Roles & Responsibilities

  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Works closely with the paraplanners to prepare paperwork prior to the client meeting
  • Contacts the client via telephone or mail for additional items needed for meeting
View more
Jill Meyer

Jill Meyer

Administrative Assistant

Roles & Responsibilities

  • Serves as the first point of contact for clients and visitors by greeting them and answering their phone calls
  • Coordinates the advisors' calendars and schedules all client meetings
  • Calls clients to remind them of their meeting date and time
View more
Heather Lease

Heather Lease

Financial Planning Assistant

Brandon Westphal

Brandon Westphal

Client Relationship Manager

Qualifications

  • FINRA Series 7 License

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Works with the client’s Human Resources department to gain understanding of benefits available
View more
Nacole Moormann

Nacole Moormann

Assistant

Kim Smith

Kim Smith

Client Service Manager

Roles & Responsibilities

  • Serves as the main point person for all client contact outside of the regularly scheduled client meetings
  • Works closely with the advisor and other staff to complete paperwork in preparation for and in conclusion of client meetings
View more