Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Caringstone Wealth
Team photo for Caringstone Wealth

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Our advisors

Advisor photo for Timothy W Biekkola

Timothy W Biekkola

ChFC®, CASL®

Private Wealth Advisor

Managing Director of Caringstone Wealth
Learn more about Timothy W Biekkola Visit Timothy W Biekkola's website
Advisor photo for Kyle S Trangsrud

Kyle S Trangsrud

CFP®, BFA

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kyle S Trangsrud Visit Kyle S Trangsrud's website
Advisor photo for James Tabery

James Tabery

MBA, CFP®

Financial Advisor

Managing Partner of Caringstone Wealth
Learn more about James Tabery Visit James Tabery's website


Our team

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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Brian Nieken

Brian Nieken

Paraplanner

Qualifications

  • Series 7 & 65 licenses

  • Notary Public - State of Minnesota

Roles & Responsibilities

  • Trade & Account Transactions
  • New Business
  • Financial Planning
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Jake Lorenson

Jake Lorenson

Client Service Specialist

Roles & Responsibilities

  • Trades and Account Transactions
  • New Business
  • Account Maintenance
  • Meeting Prep and Follow-up
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