With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Tim Jirak

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tim Jirak Visit Tim Jirak's website


Our team

Carly Neumann

Carly Neumann

Paraplanner,

Operations Manager

Qualifications

  • BA, Hamline University, St Paul, MN
  • Series 7 and 66
  • MN Life Health License

Roles & Responsibilities

  • New business processing
  • Client account management and trades
  • Financial plan preparation
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Laura Logan

Laura Logan

Paraplanner,

Financial Planning Specialist

Qualifications

    • BA - Hamline University

      St. Paul, MN

    • FINRA Series 7 and 66
      • MN Life Insurance Producer
      • MN Accident & Health Insurance Producer
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Jay Rothmeier

Jay Rothmeier

Investment Specialist

Qualifications

  • Bachelor's Degree: Dartmouth College

  • FINRA Series 3,7,31,66

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