We are committed to helping clients and their families plan for their financial future with integrity in a caring and professional relationship.


Our advisors

Barclay G Carriar

CFP®, CRPC, AAMS, AWMA℠, ADPA, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Barclay G Carriar Visit Barclay G Carriar's website

Patrick J Kruchten

CFP®, CRPC, AAMS, AWMA℠

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Patrick J Kruchten Visit Patrick J Kruchten's website

Joshua Nelson

CFP®, CRPC, APMA

Financial Advisor

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

David Hall

CFP®, CRPC, APMA

Financial Advisor

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

April Diederich

CFP®, BFA, CRPC, APMA

Financial Advisor

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

Jamie O'Rourke

CFP®, CRPC, ADPA, CDFA®, APMA

Financial Advisor

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

Jill Bruno

BFA, CRPC

Financial Advisor

Learn more about Jill Bruno Visit Jill Bruno's website

Regan Johnson

CFP®, CLTC®, APMA

Financial Advisor

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

Renee Volk

CFP®, BFA, APMA

Financial Advisor

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

Zach McBroom

APMA

Financial Advisor

Learn more about Zach McBroom Visit Zach McBroom's website

Josephine Kruchten

CFP®, APMA

Financial Advisor

Learn more about Josephine Kruchten Visit Josephine Kruchten's website


Our team

Sheri Lochner

Sheri Lochner

Operations Director

Qualifications

  • Bachelor of Science, Business Management and Entrepreneurship, Rasmussen University in St. Cloud

  • Sheri has been with the team since 2024

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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 works primarily with Jamie O'Rourke and 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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Nick Taylor

Nick Taylor

Client Service Manager

Qualifications

  • Bachelor of Business Administration, Personal Financial Planning, Western Michigan University

  • Nick has been with the team since 2022 and works primarily with Regan Johnson.

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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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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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Megan Pfannenstein

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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Katherine Hanson

Katherine Hanson

Client Service Coordinator

Qualifications

  • St. Cloud Technical & Community College, Health Information Technologies A.A.S Degree

  • MN Life, Health and Annuity

  • Katherine works primarily with April Diederich and has been with the team since 2022.

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Sydney Hendricks

Sydney Hendricks

Client Service Coordinator

Qualifications

  • Associate of Arts, St. Cloud Technical & Community College
  • Sydney works primarily with Zach McBroom and has been with the firm since 2018.

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Caroline Wickman

Caroline Wickman

Client Service Coordinator

Qualifications

  • Caroline has been with the team since 2024. She works primarily with Renee Volk.

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Garrett Miller

Garrett Miller

Financial Planning Specialist

Qualifications

  • Bachelor of Science, Finance, St. Cloud State University
  • FINRA Series 7
  • FINRA Series 66
  • MN Life, Health and Annuity
  • Garrett is our Financial Planning Manager.

  • Garrett has been with the team since 2004.

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Chris Freeh

Chris Freeh

Financial Planning Specialist

Qualifications

  • Bachelor of Science, Finance, St. Cloud State University
  • AAMS®

  • Chris is a Senior Financial Planning Specialist.

  • Chris has been with the team since 2008.
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Devon Ramstad

Devon Ramstad

Financial Planning Specialist

Qualifications

  • Bachelor of Arts, Business, Concordia College at Moorhead

  • Devon is a Financial Planning Specialist and has been with the team since 2023.

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Carter Thompson

Carter Thompson

Financial Planning Specialist

Qualifications

  • Carter is a student at St. John’s University majoring in business finance.

  • Carter has been with the team since 2024.

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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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Amanda Hoppe

Amanda Hoppe

Assistant

Qualifications

  • St. Cloud Technical & Community College, Marketing Sales Management A.A.S. Degree

  • Amanda is our Administrative Support Assistant and has been with the firm since 2023.

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