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 Plank Wealth Management
Team photo for Plank Wealth Management

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Our advisors

Advisor photo for Jason Plank

Jason Plank

MBA, CFP®, CRPC, AAMS®

Private Wealth Advisor

President of Plank Wealth Management
Learn more about Jason Plank Visit Jason Plank's website
Advisor photo for Meghan Villanueva

Meghan Villanueva

CFP®, APMA®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Meghan Villanueva Visit Meghan Villanueva's website
Advisor photo for Jordan Saari

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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Daniel Tuohy, CFA®, CFP®

Daniel Tuohy, CFA®, CFP®

Paraplanner,

Chartered Financial Analyst®

Qualifications

  • Bachelor of Arts Business Administration/Finance
  • 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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Kayla Zart

Kayla Zart

Client Service Specialist

Qualifications

  • Associates in Applied Science

  • Joined Team in 2014

Roles & Responsibilities

  • Meeting Preparation
  • Meeting Follow-up
  • Client Service Needs
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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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