How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Our advisors

Michelle Young

Michelle Young

CFP®, BFA, ChFC®, CDFA®, ADPA®

Private Wealth Advisor

President of Confetti Wealth
Learn more about Michelle Young Visit Michelle Young's website
Christopher Root

Christopher Root

CFP®, CRPC®, ChFC®, CLTC®, APMA®

Financial Advisor

Business Financial Advisor
Learn more about Christopher Root Visit Christopher Root's website
Amanda Petri

Amanda Petri

BFA, CRPC®

Financial Advisor

Learn more about Amanda Petri Visit Amanda Petri's website
Michael Cassel

Michael Cassel

BFA

Financial Advisor

Learn more about Michael Cassel Visit Michael Cassel's website

Our team

Bill Idzorek

Bill Idzorek

Operations Director,

Senior Vice President

Personal Intro

Outside of work, Bill and his wife Kris participate in a variety of volunteer activities and Bill also enjoys distance running – having completed 26 marathons - and mountaineering with successful summits on four continents.

Qualifications

  • Bill is a graduate of the University of Wisconsin – Madison and University of St Thomas – Opus College of Business.
  • ChFC®
  • CFU
  • RICP®
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Carrie Chavez

Carrie Chavez

Operations Manager,

Vice President

Personal Intro

Carrie and her husband, Gilberto, have two boys, Vince and Victor. They enjoy many outdoor activities year-round, music & art and spending time with loved ones.

Roles & Responsibilities

  • Assists the CEO and staff in managing and organizing office work flow and daily business operations
  • Provides service to clients through communications, marketing and events
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Thomas Young

Thomas Young

Marketing Consultant,

Managing Partner

Personal Intro

When out of the office, Tom will be found golfing, and enjoys traveling with Michelle and their children.

Qualifications

  • Chartered Leadership Fellow from the American College
  • Certified in Long Term Care
  • Holds Series 7, 24, 63, 66 and MN Life Insurance Licenses

Roles & Responsibilities

  • Heads the Leadership Functions for the team in support of the CEO’s vision
  • Assists the CEO in developing company vision, strategy, and business plan
  • Support team development by identifying and developing talent to serve clients
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Adam Patterson

Adam Patterson

Paraplanner,

Client Concierge

Personal Intro

When he is not at the office, Adam enjoys spending time with his Wife, Natalie and their son, Hoyt. He also enjoys cooking, playing basketball or tennis and hanging out with friends and family.

Qualifications

  • Holds Series 7, 66 and Minnesota Insurance Licenses
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
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Jerry Judson

Jerry Judson

Paraplanner

Personal Intro

Outside of work, Jerry enjoys spending time with his yellow lab Maisy. He also enjoys fishing and skydiving.

Qualifications

  • Holds Series 7, 63 and Minnesota Insurance Licenses

Roles & Responsibilities

  • Manages client relationships between between visits
  • Handles incoming client calls and questions
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Alex Grausnick

Alex Grausnick

Paraplanner,

Insurance Specialist

Personal Intro

Alex enjoys spending time with his family as well as working out and both playing and watching sports, specifically golf.

Qualifications

  • Holds Series 7, 63 and Minnesota Insurance Licenses

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
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Vitali Kan

Vitali Kan

Paraplanner,

Insurance Specialist

Personal Intro

Vitali enjoys spending time with his friends and his fiancee, Maddy, whether it’s golfing, going out on the lake, going to a brewery, or trying out a new restaurant.

Qualifications

  • Holds Series 7, 66 and Minnesota Insurance Licenses

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
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Jessica Ruplinger

Jessica Ruplinger

Client Service Specialist

Personal Intro

Jessi & her husband, Jason, have three children, Kaitlin, Liam & Ryan. Outside of work Jessi enjoys spending time outdoors walking & kayaking. She also likes spending time with family & friends at the cabin in WI.

Qualifications

  • Has been with Ameriprise Financial since 2000
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Manages the client relationship between visits
  • Handles incoming client calls and questions
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Logan Selvig

Logan Selvig

Client Service Specialist

Personal Intro

Outside of work, Logan enjoys spending time with his family and friends, going to his family cabin, traveling, and watching sports. Logan also enjoys staying active by working out, spending time outdoors, and going snow boarding, golfing, and kayaking.

Qualifications

  • • University of Minnesota Mankato – B.S Business Management
  • • Financial Paraplanner Qualified Professional - FPQP™

Roles & Responsibilities

  • • Manages client relationship between visits
  • • Handles incoming client calls and questions
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Betsy Hagen

Betsy Hagen

Financial Planning Specialist

Personal Intro

Outside of work, Betsy enjoys playing the piano, shopping and spending time with her children, Ella and Landon.

Qualifications

  • CFP® Certified Financial Planner
  • University of MN -- B.S. in Statistics

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
  • Runs projections for retirement, education funding and investments
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Derek Coulson

Derek Coulson

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠

Personal Intro

Derek spends his time outside of the office with his wife, Kimi, and 2 sons, Connor and Cayden, being outdoors and watching their numerous sporting activities.

Qualifications

  • University of St. Thomas -- B.A. Business Administration
  • Chartered Retirement Planning Counselor SM

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
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Nick Turnquist

Nick Turnquist

Financial Planning Specialist,

Certified Public Accountant

Personal Intro

  • Nick enjoys spending time outside of the office with his girlfriend, Jenna, and their two dogs, Leo and Breck. He also enjoys being outdoors in Colorado where he lives, whether that be hiking, camping, or golfing. If he has to be indoors, he prefers to be playing/watching hockey!

Qualifications

  • Graduated from the University of Wisconsin-Eau Claire with a Bachelor’s degree in Business Administration
  • Licensed CPA (Certified Public Accountant)

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
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Timothy Bourguignon

Timothy Bourguignon

Financial Planning Assistant

Personal Intro

When he is not in the office, Tim enjoys playing video and board games, exploring the Twin Cities’ points of interest, such as museums, parks and restaurants, and traveling the world.

Qualifications

  • University of Florida -- B.A. in Linguistics
  • Rasmussen College -- A.S. in Information Systems

Roles & Responsibilities

  • Scanning, file management, meeting and application prep
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Sarah Kallevig

Sarah Kallevig

Administrative Assistant

Personal Intro

Outside of work Sarah enjoys spending time with her husband, Tony and son, Greyson. She also enjoys socializing with family & friends, traveling, reading, and being crafty when time allows.

Qualifications

  • Dakota County Technical College -- A.S. in Executive Administration
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Maintains office materials, meeting prep, scanning and calendar management
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Lisa Belanger

Lisa Belanger

Client Concierge,

Marketing Specialist

Personal Intro

At home Lisa and her husband Todd have 2 kids Mya and Mason, and a dog Henry. Lisa enjoys spending time at the cabin with family and friends and has a passion for skincare and makeup.

Roles & Responsibilities

  • Provides service to clients through communications, marketing and events
  • Maintains office materials, meeting prep, scanning and calendar management, and client services
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Brenda Tonjes

Brenda Tonjes

Client Service Specialist

Personal Intro

Brenda and her husband, Scott, have 4 adult children, Alec, Maddie, Sam, and Kaelan. As empty nesters, Brenda and her husband enjoy visiting local wineries and spending time with family and friends. Brenda also enjoys cooking, scrapbooking and stamping cards.

Qualifications

  • University of South Dakota School of Law – Juris Doctor
  • University of South Dakota – B.A. in Criminal Justice

Roles & Responsibilities

  • Meeting prep, scanning, check and document processing, calendar management, client services
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Pamela Mortenson

Pamela Mortenson

Client Service Specialist

Personal Intro

Out side of work, Pamela enjoys spending time with her husband, Daniel and their 3 children, Kylie, Blake and Nolan. When time allows, Pamela likes to garden, cook-up a pie or cookies and play board games with the family.

Roles & Responsibilities

  • Meeting prep, scanning, check and document processing, calendar management, client services
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