Personal Intro

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.

Personal Intro

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.

Personal Intro

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.

Personal Intro

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.

Personal Intro

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.

Personal Intro

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.

Personal Intro

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.

Personal Intro

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.