Our advisors

Our team

Shanna L. Sperfslage

Shanna L. Sperfslage

Operations Manager

Personal Intro

Shanna’s role is crucial in facilitating smooth function of the overall day-to-day business operation, always in an effort to cultivate a proactive, goal-oriented and values-driven team. She leads the development of workflow efficiencies and effective processes in the back office to support the Dedicated Team Approach.

View more
Kristi K. McCarty

Kristi K. McCarty

Executive Assistant

Personal Intro

Kristi’s primary focus is to provide support to leverage the CEO and Partner Advisors in carrying out the responsibilities associated with leading the practice. She is knowledgeable of the Larry K Fox & Associates concepts, practices and procedures and relies on experience and judgment to accommodate executive-level administrative activity and support at its highest level.

View more
Mimi Coenen

Mimi Coenen

Marketing Manager

Personal Intro

Mimi ’s primary focus is to direct the overall marketing and communication functions of the practice to deliver the Larry K. Fox & Associates brand promise and its unique value proposition in the marketplace to target potential prospects, existing customers and advisor recruits.

View more
Christine K. Roberts

Christine K. Roberts

Client Service Specialist

Personal Intro

Chris’s role is important in the establishment of a positive client experience each time a client contacts the practice, whether face-to-face or over the telephone. Chris is usually the first person to interface with customers; she reflects the high standards of our practice, establishing an atmosphere of professionalism, friendliness and an exceptional client experience.

View more
Kristin Petersen

Kristin Petersen

Operations Specialist

Personal Intro

Kristin’s role is to provide administrative and operational support to the day-to-day business functions of the Back Office. She maintains an important function to review, research and report scheduling needs of our client base and assists in making scheduling calls to clients. She provides on-going support with electronic meeting prep as well as document review and file maintenance during post-meeting teardown.

View more
Ann Chappo

Ann Chappo

Assistant

Personal Intro

Ann oversees the firm's bookkeeping, budgeting, and financial statement analysis.

View more
Abby J. Brekke

Abby J. Brekke

Client Concierge

Personal Intro

At our practice, we refer to our client concierges as paraplanners. The paraplanner is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Abby serves the client to ensure an exceptional client experience is achieved.

View more
Matt Halverson

Matt Halverson

Client Concierge

Personal Intro

At our practice, we refer to our client concierges as paraplanners. The paraplanner is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Matt serves the client to ensure an exceptional client experience is achieved.

View more
Aaron Teare

Aaron Teare

Client Concierge

Personal Intro

At our practice, we refer to our client concierges as paraplanners. The paraplanner is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Aaron serves the client to ensure an exceptional client experience is achieved.

View more