Our advisors

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 John Anderson.
  • 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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Emily Runyon

Emily Runyon

Client Service Coordinator

Qualifications

  • Bachelor of Science, Business Management, St. Cloud State University
  • Emily works primarily as a Client Service Coordinator and Financial Planning Analyst for Jill Bruno.
  • Emily has been with the team since 2012.
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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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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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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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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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Trevor Voss

Trevor Voss

Financial Planning Assistant

Qualifications

  • Bachelor of Science, Accounting & Finance, St. Cloud State University
  • Trevor is a Financial Planning Analyst.
  • He has been with the team since 2018.
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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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Lori Grotto

Lori Grotto

Administrative Assistant

Qualifications

  • Associates 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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