Our advisors

Our team

Bekah Triethart

Bekah Triethart

Client Service Manager,

Financial Planning Specialist

Qualifications

  • Licenses: MN Life Insurance and Series 7

Roles & Responsibilities

  • Client Service Coordination, Advisor Support, Data Gathering and Analysis, Financial Plan Preparation and Creation, Event Planning, and Marketing Organization.
View more
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.
View more
Randy Wilson

Randy Wilson

Financial Planning Specialist

Qualifications

  • Licenses: MN Life Insurance and Series 7

Roles & Responsibilities

  • Client Service Coordination, Correspondence Management, Investment Research, Calendar Management, and Meeting Preparation & Follow-Up.
View more
Amy Ames

Amy Ames

Receptionist

Roles & Responsibilities

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