Our advisors

Patrick Hagan

CFP®, BFA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Patrick Hagan Visit Patrick Hagan's website

Nicholas Hagan

CFP®, CRPC, CLTC®

Financial Advisor

Learn more about Nicholas Hagan Visit Nicholas Hagan's website


Our team

Patrick Doyle

Patrick Doyle

Paraplanner

Qualifications

  • Licenses: MN Life Insurance and Series 7 & 63

Roles & Responsibilities

  • Advisor Support, Financial Plan Preparation, Data Verification, Illustration Creation, Client Communications, and Meeting Preparation.
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Randy Wilson

Randy Wilson

Client Service Manager,

Paraplanner

Qualifications

  • Licenses: MN Life Insurance, Series 7 and Series 66

Roles & Responsibilities

  • Client Service Coordination, Advisor Support, Investment Research, Data Gathering & Analysis, Financial Plan Preparation, Event Planning & Marketing Organization
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Amy Ames

Amy Ames

Receptionist

Roles & Responsibilities

  • Client Reception, Conference Room Management, Whole Office Management, Event Coordination, and Multi-Practice Support.
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Bryce Roufs

Bryce Roufs

Financial Planning Specialist

Qualifications

  • Licenses: MN Life Insurance and Series 7

Roles & Responsibilities

  • Client Service Coordination, Correspondence Management, Calendar Management, Meeting Preparation & Follow-Up
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