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

Michelle Young

CFP®, BFA, ChFC®, CDFA®, ADPA, APMA, CRPC, CLTC®

Private Wealth Advisor

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

Christopher Root

CFP®, CRPC, ChFC®, CLTC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Christopher Root Visit Christopher Root's website

Amanda Petri

CFP®, BFA, CRPC, APMA

Private Wealth Advisor

Learn more about Amanda Petri Visit Amanda Petri's website

Michael Cassel

BFA, CFP®, CRPC, APMA

Financial Advisor

Learn more about Michael Cassel Visit Michael Cassel's website

Joy Henry

BFA, CRPC

Financial Advisor

Learn more about Joy Henry Visit Joy Henry's website

Bridget Root

Financial Advisor

Practice Manager
Learn more about Bridget Root Visit Bridget Root's website


Our team

Thomas Young

Thomas Young

Marketing Consultant,

Senior Vice President of Confetti Wealth

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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Carrie Chavez

Carrie Chavez

Operations Manager,

Senior Vice President of Confetti Wealth

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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Marshall Morehead

Marshall Morehead

Business Development Director

Personal Intro

Marshall is married with four kids. When extra time allows, they enjoy traveling and heading to the cabin together.

Roles & Responsibilities

  • Manage and oversee the advisory side of Confetti Wealth. Assist the CEO on growth opportunities internally and externally. Work with advisors on how best to serve our clients.
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Vitali Kan

Vitali Kan

Practice Manager,

Investment Specialist

Personal Intro

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.

Qualifications

  • Holds Series 7, 66 and Minnesota Insurance Licenses
  • APMA®

Roles & Responsibilities

  • Manages client relationship between visits
  • Handles incoming client calls and questions
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Adam Patterson

Adam Patterson

Paraplanner,

Insurance Specialist

Personal Intro

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.

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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Alex Grausnick

Alex Grausnick

Paraplanner

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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Dan Bly

Dan Bly

Paraplanner

Personal Intro

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.

Qualifications

  • Holds Series 7, 63, 65

  • Minnesota Insurance Licenses

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

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 wife, 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

Executive 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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Pamela Mortenson

Pamela Mortenson

Client Relationship Manager

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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Lisa Belanger

Lisa Belanger

Marketing Manager,

Client Concierge

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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Emily Drill

Emily Drill

Marketing Specialist,

Client Service Specialist

Personal Intro

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!

Qualifications

  • University of Nebraska –Lincoln - B.S. in Economics and Marketing

Roles & Responsibilities

  • Maintains office materials, meeting prep, scanning and calendar management
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Jenna Oberthaler

Jenna Oberthaler

Client Service Specialist

Personal Intro

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.

Qualifications

  • Lakeland University--B.A. in Communication

    Lakeshore Technical College—A.S. in Early Childhood Education

Roles & Responsibilities

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

Claire Lentsch

Client Service Specialist

Personal Intro

Claire enjoys solo international travel, creative cooking, writing, gardening, rollerblading, and of course, spending time with her friends and family.

Qualifications

  • University of Minnesota - Twin Cities - B.S. in Applied Economics and Business Management

Roles & Responsibilities

  • Maintains office materials, meeting prep, scanning and calendar management, client services.
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Jessica Rigney

Jessica Rigney

Client Service Specialist

Personal Intro

Outside of work Jessi enjoys spending time with her three children, Kaitlin, Liam & Ryan. She likes being outdoors enjoying activities such as walking, hiking, kayaking and snowshoeing. You’ll also find her 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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Laura Bergman

Laura Bergman

Client Service Specialist

Personal Intro

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.

Roles & Responsibilities

  • Meeting preparation, calendar management, and client services
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Megan Duff

Megan Duff

Financial Planning Assistant

Personal Intro

Megan enjoys spending time with her friends and family. Outside of work, Megan loves traveling to new places, reading, and exploring breweries around the Twin Cities.

Roles & Responsibilities

  • Manages Client relationship between visits
  • Handles incoming client calls and questions
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Devon Heiling

Devon Heiling

Financial Planning Assistant

Personal Intro

During his time off, Devon enjoys spending time with his friends and family. He also enjoys watching sports, golfing, and trying new things.

Roles & Responsibilities

  • Manages Client relationship between visits
  • Handles incoming client calls and questions
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Michael Porter

Michael Porter

Financial Planning Assistant

Personal Intro

Michael is from the UK and enjoys exploring Minnesota’s lakes and coffee shops with his wife, Meg. They are currently on a mission to find the best curry in the Twin Cities. He also loves reading, ultra-endurance sports and getting into cross-country skiing!

Qualifications

  • University of Sheffield - B.A. in Economics and Politics

  • Math Teacher with PGCE in Secondary Education and a focus on middle school and high school

Roles & Responsibilities

  • Manages Client relationship between visits
  • Handles incoming client calls and questions
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Trevor Henning

Trevor Henning

Financial Planning Assistant

Personal Intro

When Trevor is not working, he enjoys spending time with friends and watching sports as well as golfing in the summer. He is always exploring the city for new restaurants, food, and fun things to do.

Roles & Responsibilities

  • Manages Client relationship between visits
  • Handles incoming client calls and questions
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Samantha Young

Samantha Young

Intern

Jack Wellen

Jack Wellen

Intern

Personal Intro

Jack enjoys spending time with family and friends outside of work. He enjoys golfing, playing hockey, and cheering on Minnesota sports teams.

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