Our advisors

Barclay G Carriar

Barclay G Carriar

Private Wealth Advisor

Managing Director
Learn more about Barclay G Carriar Visit Barclay G Carriar's website
Patrick J Kruchten

Patrick J Kruchten

Private Wealth Advisor

Managing Director
Learn more about Patrick J Kruchten Visit Patrick J Kruchten's website
Joshua Nelson

Joshua Nelson

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Joshua Nelson Visit Joshua Nelson's website
David Hall

David Hall

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about David Hall Visit David Hall's website
Jamie O'Rourke

Jamie O'Rourke

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jamie O'Rourke Visit Jamie O'Rourke's website
April Diederich

April Diederich

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about April Diederich Visit April Diederich's website
Renee Volk

Renee Volk

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Renee Volk Visit Renee Volk's website
Zach McBroom

Zach McBroom

Financial Advisor

Learn more about Zach McBroom Visit Zach McBroom's website
Jill Bruno

Jill Bruno

Financial Advisor

Learn more about Jill Bruno Visit Jill Bruno's website
Regan Johnson

Regan Johnson

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Regan Johnson Visit Regan Johnson's website

Our team

Michael Hendrickson

Michael Hendrickson

Operations Director

Qualifications

  • A.A.S. Degree, Accounting, Rasmussen Business College
  • Michael is the Operations Director and has been with the team since 2003.
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Nita Papesh

Nita Papesh

Client Service Manager

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health, and Annuity
  • Nita works primarily as a Paraplanner for Renee Volk and Zach McBroom.
  • Nita has been with the team since 2006.
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Devon Hanson

Devon Hanson

Client Service Manager

Qualifications

  • Bachelor of Science, Finance, Minnesota State University - Moorhead.
  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health, & Annuity
  • Devon has been with the team since 2008.
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Katie Roos

Katie Roos

Client Service Manager

Qualifications

  • Bachelor of Science, Moorhead State University, MN
  • FINRA Series 7
  • FINRA Series 63
  • MN Life, Health and Annuity
  • Katie works primarily with Dave Hall and Josh Nelson.
  • Katie has been with the team since 2012.
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Kelly Hoppe

Kelly Hoppe

Client Service Manager

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health and Annuity
  • Accounting Degree, St. Cloud Technical College
  • She works primarily as a Client Service Manager with Pat Kruchten.
  • Kelly has been with the team since 2015.
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Deanna Stoeckel

Deanna Stoeckel

Client Service Manager

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health and Annuity
  • Deanna has been with the team since 2016.
  • She works primarily as a Client Service Manager for Barclay Carriar.
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Dawn Rzeszotarski

Dawn Rzeszotarski

Client Service Coordinator

Qualifications

  • MN Life, Health and Annuity
  • Dawn has been with our team since 2019.
  • She works primarily as a Client Service Coordinator for Barclay Carriar.
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Elaine Wicklund

Elaine Wicklund

Client Service Specialist

Qualifications

  • Accounting Program, Alexandria Technical & Community College
  • Elaine has been with the team since 2011.
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Michelle Monn

Client Service Coordinator

Qualifications

  • Michelle has been with the team since 2019.
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Megan Pfannenstein

Client Service Coordinator

Qualifications

  • Bachelor of Arts, English, St. Cloud State University
  • Megan works primarily with Jill Bruno.
  • She has been with the team since 2020.
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Garrett Miller

Garrett Miller

Financial Planning Assistant

Qualifications

  • Bachelor of Science, Finance, St. Cloud State University
  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health and Annuity
  • Garrett is the Analyst Team Lead.
  • Garrett has been with the team since 2004
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Chris Freeh

Chris Freeh

Financial Planning Assistant

Qualifications

  • Bachelor of Science, Finance, St. Cloud State University
  • Chris is a Financial Planning Analyst
  • Chris has been with the team since 2008.
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Austin Borgerding

Austin Borgerding

Financial Planning Assistant

Qualifications

  • Bachelor of Science, Finance, with a minor in Economics, St. Cloud State University
  • Austin is a Financial Planning Analyst
  • Austin has been with our team since 2018.
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Tyler Recknor

Financial Planning Assistant

Qualifications

  • Tyler has been with the team since 2019.
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Lori Grotto

Lori Grotto

Administrative Assistant

Qualifications

  • Associate of Arts, St. Cloud State University
  • Lori is our Receptionist, and provides administrative support for clients, staff and advisors. She also coordinates marketing activities.
  • She has been with the team since 2012.
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Sydney Hendricks

Sydney Hendricks

Assistant

Qualifications

  • Associate of Arts, St. Cloud Technical & Community College
  • Sydney is our General File Clerk and has been with the firm since 2018.
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