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

David Auerbach

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about David Auerbach Visit David Auerbach's website

Jason Plank

MBA, CFP®, CRPC, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jason Plank Visit Jason Plank's website

Jordan Saari

CFP®, CRPC, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jordan Saari Visit Jordan Saari's website


Our team

Juli Seeger

Juli Seeger

Client Concierge

Qualifications

  • Bachelor of Science Organizational Management
  • Joined Team in 2013

Roles & Responsibilities

  • Scheduling & Calendar Management
  • Client Communications
  • Meeting Preparation
  • Manage Office
  • Client Service Needs
  • Plan events
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JJ Tight

JJ Tight

Financial Planning Assistant

Qualifications

  • Bachelor of Arts Economics and German
  • Joined Team in 2015

Roles & Responsibilities

  • Meeting Preparation
  • Meeting Follow-up
  • Client Service Needs
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Daniel Tuohy, CFA®, CFP®

Daniel Tuohy, CFA®, CFP®

Paraplanner,

Chartered Financial Analyst®

Qualifications

  • Bachelor of Arts Business Administration/Finance
  • Chartered Financial Analyst®

  • CERTIFIED FINANCIAL PLANNER™ professional
  • 20+ Years industry experience
  • FINRA Series 7 & 63 Licenses and MN Insurance License
  • Joined Team in 2019

Roles & Responsibilities

  • Meeting Preparation
  • Financial Planning Analysis
  • Investment Research
  • Client Service Follow-up
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