Our advisors

Matthew Beck

Matthew Beck

CFP®

Financial Advisor

Managing Director of Investors Advisory Management Group
Learn more about Matthew Beck Visit Matthew Beck's website
Seth Parker

Seth Parker

CLTC®

Financial Advisor

Chief Executive Officer of Investors Advisory Management Group
Learn more about Seth Parker Visit Seth Parker's website
Chad Gerst

Chad Gerst

Financial Advisor

Learn more about Chad Gerst Visit Chad Gerst's website
Randy Larson

Randy Larson

Financial Advisor

Learn more about Randy Larson Visit Randy Larson's website
Lindsay Sherritt

Lindsay Sherritt

Financial Advisor

Marketing Manager
Learn more about Lindsay Sherritt Visit Lindsay Sherritt's website

Our team

Courtney Giese

Courtney Giese

Client Service Coordinator

Personal Intro

My Top 5 Values:

  • Family
  • Friendship
  • Happiness
  • Loyalty
  • Meaningful Work
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Julie Kearney, CRPC<sup>®</sup>

Julie Kearney, CRPC®

Paraplanner,

Client Service Coordinator

Personal Intro

My Top 5 Values:

  • Challenges
  • Family
  • Integrity
  • Relationships
  • Health

Qualifications

  • CRPC® - Chartered Retirement Planning Counselor
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law
  • Insurance - Life, Health and Annuities (MN)
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Jami Lebert

Jami Lebert

Client Service Coordinator

Kara Lehr

Kara Lehr

Client Concierge

Meta Mcgee

Meta Mcgee

Client Service Coordinator

Amanda Oestreich

Amanda Oestreich

Financial Planning Assistant

Qualifications

  • My top 5 values:
  • Relationships
  • Integrity
  • Achievement
  • Challenges
  • Excitement
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Jody Warren

Jody Warren

Client Service Coordinator,

Financial Planning Assistant