Our advisors

Randy G Doroff

Randy G Doroff

CFP®, BFA, APMA®

Private Wealth Advisor

Chief Executive Officer of Fathom Advisors
Learn more about Randy G Doroff
Todd Doroff

Todd Doroff

CFP®, BFA, APMA®

Private Wealth Advisor

Chief Operating Officer of Fathom Advisors
Learn more about Todd Doroff
Michael D Cassidy

Michael D Cassidy

CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael D Cassidy
Elizabeth Stokes

Elizabeth Stokes

CFP®, APMA®

Private Wealth Advisor

Learn more about Elizabeth Stokes
Jacob Isaacson

Jacob Isaacson

CFP®, BFA, APMA®

Financial Advisor

Learn more about Jacob Isaacson
Travis Richards

Travis Richards

CFP®, APMA®

Financial Advisor

Learn more about Travis Richards
Mark Lyon

Mark Lyon

JD, CLTC®, APMA®

Financial Advisor

Learn more about Mark Lyon
Trevor J Dunn

Trevor J Dunn

CFP®, BFA, APMA®

Financial Advisor

Learn more about Trevor J Dunn

Our team

Mark Anderson, CFA<sup>®</sup>

Mark Anderson, CFA®

Investment 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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Loran Kinley, BFA™

Loran Kinley, BFA™

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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Nathan Anderson

Nathan Anderson

Marketing Manager

Personal Intro

Passionate about health and fitness, Nathan enjoys staying active through an assortment of fitness experiences. On weekends, you can find him at a local brewery or up north by the water with friends and family.

Qualifications

  • Over 5 Years of Agency Experience as Director of Digital Marketing for a Twin Cities Marketing Firm
  • Over 10 Years of Leadership & Team Management Experience
  • Bachelor's of Arts in Creative Marketing from Columbia College Chicago

Roles & Responsibilities

  • Develop, implement, and manage marketing plans
  • Shape customer experiences and user journeys for new and prospective clients
  • Partner with advisors to manage client events and uncover new business opportunities
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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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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™, CFP<sup>®</sup>

Nick Adams, BFA™, CFP®

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 Analyst

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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Becky Watson

Becky Watson

Financial Planning Analyst

Personal Intro

Outside of work, Becky loves spending time with her family. She has twin boys in college and a daughter who is a senior in high school. She also enjoys spending time with friends cooking, walking, bicycling the trails in the Twin Cities, visiting museums, doing yoga, and reading.

Qualifications

  • Holds her Series 7, 66 and Minnesota Insurance license
  • Background in non-profit fundraising

Roles & Responsibilities

  • Becky'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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Peter Kolar

Peter Kolar

Financial Planning Specialist

Personal Intro

Peter enjoys biking, boating, snowmobiling, camping and cooking. He loves to spend his time outside both working and playing. Peter also enjoys researching and keeping up with current events.

Qualifications

  • Bachelor of Science in Business & Finance with a Minor in Strategic Management, University of Minnesota - Carlson School of Management

Roles & Responsibilities

  • Peter’s primary responsibility with Fathom Advisors is preparing projections and financial planning reports for client meetings. He also participates in client service and plan implementation.
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Jacob Watson

Jacob Watson

Investment Specialist

Personal Intro

  • Jake enjoys staying active outdoors and in the gym.
  • His favorite activities are playing golf and going out on the lake.

Qualifications

  • Bachelor of Science, Economics | University of Minnesota
  • Background includes global securities, including trade entry and settlement, foreign exchange, income, corporate actions, proxies, and all aspects of account servicing.
  • Jake is a CFA Level II Candidate

Roles & Responsibilities

  • Assist with Investment Manager due diligence and monitoring
  • Trade and monitor fixed income discretionary accounts
  • Trade execution
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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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Janae Lee

Janae Lee

Client Service Coordinator

Personal Intro

Janae's hobbies include biking, kayaking, hiking, traveling and making art.

Qualifications

  • Over 20 Years in the Print & Graphic Industry

Roles & Responsibilities

  • Janae's main role on the Fathom Advisors team is to assist with meeting prep, schedule appointments, assist with client questions, and support the Client Service team.
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Dawn Marcotte

Executive Assistant

Personal Intro

Dawn is a mom, marathon runner and reader of all things mystery. She enjoys time outside in her garden and biking with her husband.

Qualifications

  • Bachelor's of Arts | University of Iowa
  • Over 20 years experience as an Executive Assistant at Minnesota-based companies

Roles & Responsibilities

  • Provides direct support to Private Wealth Advisor & Partner, Michael Cassidy
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Anna Stier

Client Concierge

Personal Intro

Anna’s hobbies include running, cooking, practicing yoga, skiing, and biking. She enjoys spending time with her husband, Jeremy, and their two children, Caroline and Connor.

Qualifications

  • Bachelor of Arts | Saint Olaf College
  • Master of Arts | Concordia University

Roles & Responsibilities

  • Help ensure an exceptional experience for all clients
  • Facilitate and manage the client onboarding process
  • Assist with client management and communications
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