Our advisors

Timothy R Jirak

Timothy R Jirak

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Timothy R Jirak Visit Timothy R Jirak's website
Adam Bjorklund

Adam Bjorklund

Financial Advisor

Learn more about Adam Bjorklund Visit Adam Bjorklund's website
Jay Rothmeier

Jay Rothmeier

Financial Advisor

Learn more about Jay Rothmeier Visit Jay Rothmeier'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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Colleen De Vries

Colleen De Vries

Assistant

Qualifications

  • BA, SUNY New Paltz, New York, NY
  • MA, Bethel University, St Paul, MN

Roles & Responsibilities

  • Client appointments
  • Special projects
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Victoria Ahlquist

Victoria Ahlquist

Assistant

Qualifications

  • BA, Advertising and Marketing, University of St Thomas, St Paul, MN

Roles & Responsibilities

  • Marketing projects
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