Our advisors

Our team

Stacy Nystrom

Stacy Nystrom

Operations Director,

Chief Operating Officer

Qualifications

  • University of St. Thomas -- MBA, Financial Services
  • University of Wisconsin-Eau Claire -- BBA, Business Administration

Roles & Responsibilities

  • Overall supervisory responsibility for all company operations including administrative, reporting, people systems, and effective growth of the organization to ensure financial strength and efficiency
View more
Jeanne Preston

Jeanne Preston

Client Relationship Manager,

Chartered Retirement Planning Counselor℠

Qualifications

  • Holds Series 7, 63 and Minnesota Insurance Licenses
  • Chartered Retirement Planning Counselor℠
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Gathers information to help schedule initial consultations with the advisors
  • Handles incoming client calls and questions.
  • Marketing & Events
View more
Carrie Chavez

Carrie Chavez

Client Concierge

Roles & Responsibilities

  • Marketing & Event Coordinator
View more
Adam Patterson

Adam Patterson

Paraplanner,

Insurance Specialist

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
View more
Andrew Dressel

Andrew Dressel

Paraplanner,

Chartered Retirement Planning Counselor℠

Qualifications

  • APMA®
  • Holds Series 7, 63,66 and Minnesota Insurance License
  • Licensed in MN, FL, GA, SC, NC, VA, WV, OH, KY, TN

Roles & Responsibilities

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

Jessica Ruplinger

Client Service Specialist

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
View more
Betsy Hagen

Betsy Hagen

Financial Planning Specialist

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
View more
Derek Coulson

Derek Coulson

Financial Planning Specialist

Qualifications

  • University of St. Thomas -- B.A. Business Administration

Roles & Responsibilities

  • Financial plan analysis
  • Gathers data for new and existing clients to complete analysis
View more
Sarah Kallevig

Sarah Kallevig

Administrative Assistant

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
View more
Timothy Bourguignon

Timothy Bourguignon

Administrative Assistant

Qualifications

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

Roles & Responsibilities

  • Scanning, file management, meeting and application prep
View more