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Team photo

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Our advisors

Daniel Grassman

CFP®, CRPC, AAMS

Associate Manager

Managing Director
Learn more about Daniel Grassman Visit Daniel Grassman's website

Arlen Stern

CFP®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Arlen Stern Visit Arlen Stern's website

Dennis B G Rowland

Financial Advisor

Managing Director
Learn more about Dennis B G Rowland Visit Dennis B G Rowland's website

Jenny Rasmussen

CFP®, BFA, AAMS, CDFA®, CKA®

Private Wealth Advisor

Vice President
Learn more about Jenny Rasmussen Visit Jenny Rasmussen's website

Kyle Neumann

CFP®, BFA, CRPC, APMA®

Financial Advisor

Associate Vice President
Learn more about Kyle Neumann Visit Kyle Neumann's website

Tom Vanyo

APMA®

Financial Advisor

Associate Vice President
Learn more about Tom Vanyo Visit Tom Vanyo's website


Our team

Rachel A. Repasky

Rachel A. Repasky

Registered Practice Associate

Qualifications

  • Series 7
  • Series 63
  • MN Life, Accident and Health
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Shalini Joshi

Shalini Joshi

Client Service Associate

Pamala Cross

Pamala Cross

Client Service Associate