Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Jirak & Associates
Team photo for Jirak & Associates

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Our advisors

Advisor photo for Tim Jirak

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

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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