PLANNING. GUIDANCE. RELATIONSHIPS.

Our team of over 20 individuals is what makes us so unique. We believe this one of the reasons you’ll enjoy working with us. Each of our dedicated team members shares the same passion for financial planning and a commitment to providing exceptional service.


Our advisors

Advisor photo for Randy G Doroff

Randy G Doroff

CFP®, BFA, APMA

Private Wealth Advisor

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

Todd Doroff

CFP®, BFA, APMA

Private Wealth Advisor

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

Michael D Cassidy

CFP®, BFA, ChFC®, APMA

Private Wealth Advisor

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

Elizabeth Stokes

CFP®, APMA

Private Wealth Advisor

Learn more about Elizabeth Stokes
Advisor photo for Jacob Isaacson

Jacob Isaacson

CFP®, BFA, APMA

Financial Advisor

Learn more about Jacob Isaacson
Advisor photo for Travis Richards

Travis Richards

CFP®, BFA, APMA

Financial Advisor

Learn more about Travis Richards
Advisor photo for Mark Lyon

Mark Lyon

JD, CFP®, CLTC®, APMA

Financial Advisor

Learn more about Mark Lyon
Advisor photo for Nicholas R Adams

Nicholas R Adams

CFP®, APMA, BFA

Financial Advisor

Learn more about Nicholas R Adams
Advisor photo for Trevor J Dunn

Trevor J Dunn

CFP®, BFA, APMA

Financial Advisor

Learn more about Trevor J Dunn


Our team

Mark Anderson, CFA®

Mark Anderson, CFA®

Investment Manager,

Chief Investment Officer of Fathom Advisors

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 reading, biking, and spending time with her husband Kevin, and their two boys Oliver and Wells.

Qualifications

  • University of Northwestern - St. Paul, Bachelors of Science, Marketing Major

  • Loran currently holds her Series 7 and 66 licenses.

    BFA™ Behavioral Financial Advisor

Roles & Responsibilities

  • As Operations Manager, Loran is responsible for overseeing the day-to-day operations of the firm. She is also responsible for the oversight and development of the 14 members of the Operations Team.
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Anna Stier

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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Janae Lee

Janae Lee

Operations Specialist

Personal Intro

Janae is living her dream as an Airstream Nomad, along with husband Mark and their beloved rescue mutt, Andi.

Her passions include traveling, biking, hiking, healthy cooking and finding awe-inspiring beauty wherever she goes.

Qualifications

  • Over20 years in the Print & Graphics Industry, as well as project management and process improvement.

Roles & Responsibilities

  • Janae's main role on the Fathom Advisors team is to provide support to client service, advisors, operations and leadership.
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Carleen Schroeder

Carleen Schroeder

Executive Assistant

Personal Intro

When not enjoying time with her family, including 3 grandsons, 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
  • 25 years’ experience working in an executive assistant role supporting c-suite executives, office management & event planning

Roles & Responsibilities

  • In her role at Fathom Advisors, Carleen provides support to Partners Todd Doroff and Mark Lyon.
  • She assists with scheduling, prep work and follow-up for client meetings.
  • Carleen also supports Fathom’s marketing initiatives by assisting with event planning & gifting.
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Dawn Marcotte

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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Karri Pickering

Karri Pickering

Executive Assistant

Personal Intro

Karri has resided in Michigan, Colorado and Washington State before ultimately settling in Minnesota with her husband, two small children and strong-willed dog. She tries to be outdoors year-round, loves travel, gardening, writing, and has recently embraced a love of running/fitness.

Qualifications

  • Over 25 Years in specialty retail leadership that transformed into her next exciting chapter of an executive assistant role assisting C-Suite executives and their support staff.

Roles & Responsibilities

  • Karri's primary role on the Fathom Advisors team is to assist with the Financial Advisory team in client meeting preparation, scheduling, client communication, documentation and other support tasks.
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Troy Brueggemeier, APMA®

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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Jennifer Hanzal

Jennifer Hanzal

Financial Planning Analyst

Hannah Chung

Hannah Chung

Financial Planning Analyst,

Investment Specialist

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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Peter Kolar,  BFA™

Peter Kolar, BFA™

Financial Planning Analyst

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
  • BFA™ Behavioral Financial Advisor

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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Molly Domsten

Molly Domsten

Financial Planning Analyst

Personal Intro

Outside of work, Molly enjoys visiting national parks and spending time with her friends and her dogs. Molly graduated from the University of Northwestern St. Paul in May 2021with a business administration major and a finance minor. Prior to joining Fathom Advisors, she worked at Northwestern Mutual where she supported new advisors entering the business.

Qualifications

  • Business Administration & Finance - University of Northwestern St. Paul

  • Northwestern Mutual - Supported New Advisors

Roles & Responsibilities

  • Molly'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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Hikma Muhammed

Hikma Muhammed

Client Service Specialist