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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®, CRPC, 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

Rachel Anne Repasky

Registered Practice Associate

Learn more about Rachel Anne Repasky Visit Rachel Anne Repasky'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

Registered Client Service Associate

Personal Intro

  • Series 7
  • Series 24
  • Series 63
  • MN Life
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