Our advisors

Randy G Doroff

Randy G Doroff

Private Wealth Advisor

Learn more about Randy G Doroff
Todd Doroff

Todd Doroff

Private Wealth Advisor

Learn more about Todd Doroff
Michael D Cassidy

Michael D Cassidy

Financial Advisor

Learn more about Michael D Cassidy
Elizabeth Stokes

Elizabeth Stokes

Private Wealth Advisor

Learn more about Elizabeth Stokes
Matthew Brewers

Matthew Brewers

Private Wealth Advisor

Learn more about Matthew Brewers
Jacob Isaacson

Jacob Isaacson

Financial Advisor

Learn more about Jacob Isaacson
Travis Richards

Travis Richards

Financial Advisor

Learn more about Travis Richards
Trevor J Dunn

Trevor J Dunn

Associate Financial Advisor

Learn more about Trevor J Dunn

Our team

Lisa Johnson, BFA™

Lisa Johnson, BFA™

Operations Director

Personal Intro

  • Lisa enjoys fishing, bird watching, biking, home decorating, and watching her son wrestle.
  • She loves spending time with her husband Jeff and son Jimmy at the cabin, on the boat, and sitting by the fire watching beautiful sunsets.

Qualifications

  • University of Minnesota Bachelor Degree in Communications with emphasis on business
  • Lisa currently holds her series 7 and 66 license.

Roles & Responsibilities

  • As Operations Director, Lisa, is responsible for strategic planning, career development, team development, human resources, and the operations of the office.
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Mark Anderson, CFA<sup>®</sup>

Mark Anderson, CFA®

Business Development Manager

Personal Intro

  • Mark enjoys spending time and travelling with his wife, Angie, and their daughters Cecilia and Eleanor.
  • He stays active by cycling and running, and enjoys almost any outdoor activity.

Qualifications

  • MBA from the University of St. Thomas, BA from the University of North Dakota.
  • Mark is a CFA Charterholder and is actively involved in the CFA Society of Minnesota.
  • Background includes managing investment portfolios for an investment advisory firm, and investment consulting with endowments and foundations.

Roles & Responsibilities

  • As Investment Manager, Research Manager Mark's responsibilities include chairing our Investment Committee, researching investment strategies and conducting due diligence on investment managers.
  • Mark will also be helping managed our Fathom Advisors model portfolios.
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Valerie Pederson, CFP<sup>®</sup>

Valerie Pederson, CFP®

Business Development Manager

Maia Wright

Maia Wright

Marketing Manager

Personal Intro

  • Maia enjoys traveling, spending time on the lake, and skiing with her husband Brian.
  • She also loves going to movies and trying new restaurants with friends and family.

Qualifications

  • Minnesota State University Mankato, Bachelors of Science, Marketing Major
  • 9 Years of Experience in the Financial Services Industry

Roles & Responsibilities

  • Maia's responsibilities include working on our webpage, creating our team newsletters, organizing events and managing other team projects.
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Loran Kinley, BFA™

Loran Kinley, BFA™

Financial Planning Analyst,

Operations Manager

Personal Intro

  • Loran enjoys baking, biking, crafting and spending time with her husband Kevin, and their two boys Oliver and Wells.

Qualifications

  • Northwestern College, Bachelors of Science, Marketing Major
  • Loran currently holds her Minnesota Insurance license as well as her Series 7 and 66 licenses.

Roles & Responsibilities

  • As a Financial Planning Analyst, some of Loran’s responsibilities include, making trades, depositing checks, organizing financial planning data, preparing meeting materials, and tracking deadlines.
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Troy Brueggemeier, APMA<sup>®</sup>

Troy Brueggemeier, APMA®

Financial Planning Analyst

Personal Intro

  • In addition to his volunteer work for the LGBT community, Troy enjoys travel, quality time with friends and family, being outdoors running and hiking, and cheering for the MN Twins and Vikings.

Qualifications

  • Troy began his career in the financial industry in 2000 and has a wide-range of experience including, mutual fund trading, insurance including both life and disability as well as financial consulting.
  • Troy currently holds his Minnesota Insurance license as well as his Series 7, 63 and 65 licenses.

Roles & Responsibilities

  • Troy’s responsibilities with Fathom Advisors includes investment analysis, client service, managing small business retirement plans, executing trades and preparing financial plans for client meetings.
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Nick Adams, BFA™

Nick Adams, BFA™

Financial Planning Analyst,

Insurance Specialist

Personal Intro

  • Nick enjoys golfing, spending weekends up north, skiing, and anything else that is an excuse to be outside and enjoy the great state of Minnesota.

Qualifications

  • Nick graduated from the University of North Dakota with a Bachelor of Business Administration in Investments and a minor in Economics
  • Nick's background in the financial services industry includes an internship at the Ameriprise corporate office in the Advisor Business Development Group
  • Nick currently holds his Series 7, 66 and Minnesota Insurance license.

Roles & Responsibilities

  • Investment analysis, preparing meeting materials, organizing financial planning data, making trades, and client service.
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Sydney Eckhart

Sydney Eckhart

Financial Planning Analyst,

Insurance Specialist

Personal Intro

  • Sydney enjoys spending time with her family and friends, road trips, and house remodeling projects.

Qualifications

  • University of South Dakota, Bachelors of Science in Psychology with a minor in Business Administration
  • Sydney currently holds her Series 7 license.

Roles & Responsibilities

  • Sydney’s responsibilities with Fathom Advisors includes investment analysis, client service, executing trades, and preparing financial planning reports and projections for client meetings.
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Jennifer Hanzal

Jennifer Hanzal

Financial Planning Analyst

Hannah Chung

Hannah Chung

Financial Planning Assistant

Personal Intro

  • Hannah enjoys playing tennis, traveling to new places and anything else that involves spending time with family and friends.

Qualifications

  • Purdue University, Bachelor of Science in Actuarial Science and Applied Statistics with a double minor in Management and Economics

Roles & Responsibilities

  • Hannah’s primary responsibility with Fathom Advisors is preparing financial planning reports and projections for client meetings.
  • She is also involved with investment analysis, client service and orgnaizing financial planning data.
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Stefani Gerczak

Stefani Gerczak

Client Service Manager

Personal Intro

  • Stefani enjoys cooking, traveling, trying new restaurants, yoga and a good book.
  • Her favorite time is spent with her three kids, Francesca, Sydney and Aiden.

Qualifications

  • University of Minnesota - Bachelor of Science in Human Resource Development, Emphasis in General Business

Roles & Responsibilities

  • Stefani's main role on the Fathom Advisors team is to assist with meeting prep, schedule appointments, assist with client questions, and greet clients at our St. Louis Park office.
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Carleen Schroeder

Carleen Schroeder

Executive Assistant

Personal Intro

When not enjoying time with her family and new grandson, Carleen likes to spend her free time exploring new places on motorcycle trips, fishing and fireside chats at the cabin, gardening and visiting the occasional antique shop.

Qualifications

  • Associates Degree in Business from Hennepin Technical College, along with 23 years’ experience working in an executive assistant role supporting c-suite executives.

Roles & Responsibilities

  • In her role at Fathom Advisors, Carleen provides support to Partners Todd Doroff and Michael Cassidy.
  • She assists with scheduling, prep work and follow-up for client meetings in both of our St. Louis Park office locations.
  • Carleen also supports Fathom’s marketing efforts by assisting with client events, marketing communications and providing support to our Marketing Manager, Maia Wright.
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Melissa Soltis

Melissa Soltis

Administrative Assistant

Personal Intro

Melissa enjoys entertaining family and friends, sailing, biking, cross-country skiing and playing with her grand babies.

Qualifications

  • 3 years of experience with Ameriprise
  • South Central College – Business
  • Notary Public

Roles & Responsibilities

  • Melissa's main role on the Fathom Advisors team is to greet clients, when they come in for their review meetings, be the initial point of contact for incoming calls, and manager the front desk.
  • Melissa also assists with appointment scheduling, mail, and processing client documents.
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Peter Kolar

Peter Kolar

Intern

Personal Intro

Peter enjoys biking, boating, snowmobiling, camping and cooking. He loves to spend time outside working or doing leisurely activities. Peter also enjoys researching and keeping up with current events.

Qualifications

  • Peter is currently a student at the University of Minnesota – Carlson School of Management
  • Peter is projected to graduate in May, 2021 with a Bachelor of Science in Business Finance and a minor in Strategic Management

Roles & Responsibilities

  • Peter’s responsibilities as an intern include learning planning software, updating client data and managing special projects.
  • Peter's role also includes assisting the Financial Planning Analyst department, shadowing team members and attending investment commitee meetings.
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Bryce Roufs

Bryce Roufs

Intern

Personal Intro

Bryce loves golfing, hanging out with friends and spending time up on Lake Minnewawa. He also likes to learn about and researching the stock market.

Qualifications

  • Bryce is currently a student at the University of Minnesota Duluth.
  • Bryce is projected to graduate in May, 2021 with two Bachelor of Business Administration degrees in Finance and in Financial Planning.

Roles & Responsibilities

  • Bryce’s responsibilities as an intern include learning planning software, updating client data and managing special projects.
  • Bryce's role also includes assisting the Financial Planning Analyst department, shadowing team members and attending investment commitee meetings.
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