Our advisors

Randy G Doroff

Randy G Doroff

Private Wealth Advisor

Learn more about Randy G Doroff
Todd Doroff

Todd Doroff

Financial Advisor

Learn more about Todd Doroff
Michael D Cassidy

Michael D Cassidy

Financial Advisor

Learn more about Michael D Cassidy
Elizabeth Stokes

Elizabeth Stokes

Financial Advisor

Learn more about Elizabeth Stokes
Matthew Brewers

Matthew Brewers

Financial 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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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
  • 8 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 Specialist

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

Troy Brueggemeier

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

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

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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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 Coordinator

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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Corinna Duffy

Corinna Duffy

Administrative Assistant

Personal Intro

Corinna enjoys walking/hiking outdoors, cooking, gardening, traveling and spending quality time with her family and close friends.

Qualifications

  • 28 years of experience in Banking & Financial Services

Roles & Responsibilities

  • Corinna’s main role on the Fathom Advisors Team is scheduling client meetings and other business related meetings and appointments for the advisors and the team.
  • She also assists with other general administrative tasks and special projects.
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Glynnis Forsberg

Glynnis Forsberg

Receptionist

Personal Intro

  • Glynnis loves to photograph people and landscapes, sing at karaoke bars, and try new foods.
  • She also enjoys being creative and artistic with several projects at a time. When she's not at work, Glynnis enjoys spending time at home with her fat cat, Jasmine, or exploring Minnesota with her partner, Eddie.

Qualifications

  • The Art Institutes International Minnesota - Bachelor of Fine Arts in Digital Photography

Roles & Responsibilities

  • Glynnis' 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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Riley Reynolds

Riley Reynolds

Intern

Personal Intro

  • Riley is currently a Sophomore at the University of St. Thomas.
  • He lives in St. Paul with two roommates and his dog, Sasha.
  • Riley spends his free time on White Bear Lake, the St. Croix River, and exploring nature. He also spends time at Feed My Starving Children through UST and Fathom Advisors.

Qualifications

  • Riley interned at a nonprofit called Brightside working on marketing their brand, clothes, and analyzing customer feedback.

Roles & Responsibilities

  • Riley assists with various projects, events, updates clients information and shadows our team members to gain knowlege and experience in the financial industry.
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