Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
When out of the office, Tom will be found golfing, and enjoys traveling with Michelle and their children.
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.
Alex enjoys spending time with his family as well as working out and both playing and watching sports, specifically golf.
When he is not at the office, Adam enjoys spending time with his Wife, Natalie and their two sons, Hoyt, and Knox. He also enjoys cooking, playing basketball or tennis and hanging out with friends and family.
Outside of work, Jerry enjoys spending time with his yellow lab Maisy. He also enjoys fishing and skydiving.
Vitali enjoys spending time with his friends and his wife, Maddy, whether it’s golfing, going out on the lake, going to a brewery, or trying out a new restaurant.
Dan enjoys spending time with his friends and family. When he is not working, you can find him on a trout stream, hockey rink, or golf course.
Holds Series 7, 63, 65
Minnesota Insurance Licenses
Outside of work, Betsy enjoys playing the piano, shopping and spending time with her children, Ella and Landon.
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.
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.
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.
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.
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.
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.
Outside of work Jenna enjoys traveling, camping, and anything outdoors. She especially loves to travel to visit family and friends and loves finding new adventures along the way. Her adventures usually consist of finding new and exciting restaurants or cafes to eat at, wineries or breweries to drink at and small local shops to shop at.
Lakeland University--B.A. in Communication
Laura enjoys spending time with her husband Dan and 4 kids. They love to go camping and fishing together. Laura also loves to cook and gardening.
Emily is a recent graduate starting her career hoping to discover more of what she wants to do in the long-term professionally. Outside of work Emily enjoys reading, playing board games, spending time outside, watching sports especially football (GO HUSKERS!), and spending time with friends and family at new restaurants and breweries. Hanging out with loved ones outside of work is an important part of her life!
University of Nebraska –Lincoln - B.S. in Economics and Marketing
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