Our advisors

Gregory Josewski

CFP®

Private Wealth Advisor

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

Keith Josewski

CRPC

Private Wealth Advisor

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

Matthew Borchert

CFP®, CRPC

Financial Advisor

Chief Marketing Officer of OwnPath Wealth Advisors
Learn more about Matthew Borchert

Matt Kassera

CFP®

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

  • Series 7, 24, and 63 licenses
  • B.S. in Business Administration, Metropolitan State University
  • Years of Experience: 22

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
  • Years of Experience: 35

Roles & Responsibilities

  • Manages client service experience
  • Administers client communication
  • Manages client scheduling with all advisors
  • Marketing/brand/social media management
  • Prepares meeting summaries
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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
  • Years of Experience: 6

Roles & Responsibilities

  • Assists with meeting preparation
  • Prepares meeting summaries
  • Prepares financial plan updates
  • Assists with service requests
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Hetal Tolia

Hetal Tolia

Financial Planning Assistant

Personal Intro

Hetal joins us with a blend of experience from the Legal, eCommerce and Education sectors where she handled design, administration, and managing client relationships.

Qualifications

  • Bachelors of Commerce, Mumbai University, India
  • Years of Experience: 9

Roles & Responsibilities

  • Assists with meeting preparation
  • Prepares meeting summaries
  • Prepares financial plan updates
  • Assists with service requests
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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.
  • Years of Experience: 7

Roles & Responsibilities

  • Assists with meeting preparation
  • Prepares meeting summaries
  • Prepares financial plan updates
  • Assists with service requests
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Brady Josewski

Brady Josewski

Financial Planning Assistant

Roles & Responsibilities

  • Prepares financial plan updates.
  • Assists with service requests.
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Liam Tighe

Liam Tighe

Financial Planning Assistant

Roles & Responsibilities

  • Prepares financial plan updates.
  • Assists with client service requests.
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Kamanda Ndama

Kamanda Ndama

Paraplanner

Qualifications

  • Series 7 and 63.
  • B.A. in Business Administration, University of St. Thomas

Roles & Responsibilities

  • Trading for brokerage and Strategic Portfolio Services accounts.
  • Client service requests.
  • Complex transfer, estate settlement and money movement requests.
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