Big news at OwnPath!

Today we're celebrating Jenny Rakow as she retires after an outstanding career spanning 33 years with Ameriprise and 13 years with OwnPath Wealth Advisors.

Since joining our practice in 2013, Jenny has built lasting relationships with our clients and helped guide them through many important moments.

A former client turned employee, Jenny's journey is a true retirement success story.

As she celebrates her retirement on her 63rd birthday, we thank her for her dedication and wish her all the best in this exciting new chapter.

We're also excited to welcome Cari Martin as our new Client Relationship Manager.

Cari brings nearly 20 years of mortgage industry experience, including extensive client service expertise.

Fun fact: she was Greg's daughter's basketball coach!

Jenny's last official day will be Friday, July 31st. Please join us in congratulating Jenny and welcoming Cari to the OwnPath team!

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Team photo for OwnPath Wealth Advisors

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Our advisors

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Gregory Josewski

CFP®

Private Wealth Advisor

Chief Executive Officer of OwnPath Wealth Advisors
Learn more about Gregory Josewski
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Keith Josewski

CRPC™

Private Wealth Advisor

Chief Financial Officer of OwnPath Wealth Advisors
Learn more about Keith Josewski
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Matthew Borchert

CFP®

Private Wealth Advisor

Chief Marketing Officer of OwnPath Wealth Advisors
Learn more about Matthew Borchert
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Kamanda Barber-Ndama

APMA®

Financial Advisor

Learn more about Kamanda Barber-Ndama
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Matt Kassera

CFP®, APMA®

Financial Advisor

Learn more about Matt Kassera


Our team

Kathy Koenen

Kathy Koenen

Operations Manager

Personal Intro

Kathy joined Ameriprise Financial in 1997. During this time, she led Service and Regulatory Client Communications within our corporate marketing organization as well as teams in Brokerage Service and Trading.

Qualifications

  • B.S. in Business Administration, Metropolitan State University

  • Series 7, 24, and 63 licenses

  • Industry experience since 1997

Roles & Responsibilities

  • Oversees office administration
  • Manages human resources
  • Supports team development
  • Ensures regulatory compliance
  • Manages licensing
  • Provides project management
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Jennifer Rakow

Jennifer Rakow

Client Relationship Manager,

Marketing Manager

Personal Intro

Jenny has been with Ameriprise Financial since 1993 and OwnPath Wealth Advisors since 2013. As a practice client first, she understands the value of relationship-building and service between you and your advisor.

Qualifications

  • A.A.S. in Marketing & Sales Management, Administrative, and Graphic Design; Alexandria and Hennepin Technical and Community Colleges

  • Industry experience since 1993

Roles & Responsibilities

  • Manages client service experience
  • Administers client communication
  • Client scheduling management
  • Marketing/brand/social media management
  • Client meeting summary preparation
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Lori Bronecki

Lori Bronecki

Client Relationship Manager

Personal Intro

Prior to joining OwnPath Wealth Advisors, Lori held roles in the financial services industry supporting the operations of fast-paced financial planning offices with Ameriprise Financial as an office manager and Raymond James as an executive assistant.

Qualifications

  • Industry experience since 1997

Roles & Responsibilities

  • Client scheduling management
  • Client meeting summary preparation
  • Manages client service experience
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Cari Martin

Client Relationship Manager

Personal Intro

Prior to joining OwnPath Wealth Advisors, Cari worked as a professional in the mortgage and banking industry for nearly 20 years. She specializes in providing exceptional client service and building strong relationships.

Qualifications

  • Experience in financial service industry since 2010.

Roles & Responsibilities

  • Client scheduling management
  • Client meeting summary preparation
  • Manages client service experience
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Crystal Thomas

Crystal Thomas

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional

Personal Intro

Prior to joining OwnPath Wealth Advisors, Crystal gained industry experience as a Financial Planner with an independent financial planning firm affiliated with LPL Financial where she helped clients meet their financial goals through holistic planning with various products and services.

Qualifications

  • B.S in Psychology, Kennesaw State University

  • Series 7 and 63 licenses

  • Life and Health Insurance License

  • Industry experience since 2017

Roles & Responsibilities

  • Trading and rebalancing for brokerage and Ameriprise® Strategic Portfolio Service (SPS) Advisor accounts
  • Transfer and money movement requests
  • Create and prepare financial plans and recommendations
  • Managing, gathering, and analyzing information pertinent to client finances and investments
  • Third party rebalancing/reallocating
  • Client service
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Brady Josewski

Brady Josewski

Paraplanner

Personal Intro

Brady has a passion for finance and a unique combination of experience as a financial planning assistant and a small business owner. This ultimately allows him to better help clients achieve financial security through various planning strategies.

Qualifications

  • B.S. in Business Finance, University of Minnesota - Carlson School of Management

  • Industry experience since 2020

  • Series 7

Roles & Responsibilities

  • Create and prepare financial plans and recommendations
  • Planning fee management
  • Transfer and money movement requests
  • Managing, gathering, and analyzing information pertinent to client finances and investments
  • Client service
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Ashley Maye Larson

Ashley Maye Larson

Paraplanner

Personal Intro

Prior to joining OwnPath Wealth Advisors as a Paraplanner, Ashley served as a trading expert with the Ameriprise corporate office. She brings with her a wealth of knowledge and experience in both service and trading.

Qualifications

  • Series 7 & 63

  • B.A. in Business Marketing, Minnesota State University, Mankato, MN

Roles & Responsibilities

  • Complex Trading and Money Movement Requests
  • Create and prepare financial plans and recommendations
  • Managing, gathering, and analyzing information pertinent to client finances and investments
  • Third party rebalancing/reallocating
  • Client service
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Sam Hassing

Sam Hassing

Financial Planning Assistant

Personal Intro

    Sam has held several roles relating to financial planning as Pension Account Tech and Mortgage processing with Alerus Mortgage and Wells Fargo. He has a high regard for client service and experience with retirement planning, contributions, loans, withdrawals and distributions.

Qualifications

  • A.A.S. in Business Management, Hennepin Technical College
  • A.A.S. in Culinary Arts, Hennepin Technical College

  • Industry experience since 2017

Roles & Responsibilities

  • Client meeting preparation
  • Client meeting summary preparation
  • Financial plan updates
  • Client service
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Lisa Jost

Lisa Jost

Financial Planning Assistant

Personal Intro

Lisa has been providing Ameriprise clients with service and planning support since 2019.

Qualifications

  • B.A. in Public Relations/School of Communication, University of North Dakota

  • Industry experience since 2016

Roles & Responsibilities

  • Client meeting preparation
  • Client meeting summary preparation
  • Financial plan updates
  • Client service
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Liam Tighe

Liam Tighe

Financial Planning Assistant

Personal Intro

Liam began his career with us at OwnPath Wealth Advisors. He brings a wonderful set of skills to assist with reporting and financial planning metrics.

Qualifications

  • Industry experience since 2021

Roles & Responsibilities

  • Financial plan updates
  • Client service
  • Practice reporting
  • Client forms and applications
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Kelly Duchene

Kelly Duchene

Financial Planning Assistant

Personal Intro

Since 2000, Kelly has been dedicated to supporting families in achieving their goals, from finances to education. By setting goals and addressing needs, she understands the importance of starting financial planning early. As a client herself, she recognizes the importance of the client/advisor relationship. Kelly brings an incredible attention to detail, organization, and effective communication skills.

Qualifications

  • B.S. in Applied Psychology with a Minor in Child & Family Studies, St. Cloud State University.

  • Experience providing families financial and educational guidance since 2000.

Roles & Responsibilities

  • Client meeting preparation
  • Client meeting summary preparation
  • Financial plan updates
  • Client service
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