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

Tom Manderfeld

BFA, APMA

Financial Advisor

Learn more about Tom Manderfeld

Lance Strom

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lance Strom

Royal Jaros

MBA, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Royal Jaros

Alison Doyle

CFP®, APMA

Financial Advisor

Learn more about Alison Doyle

Andrew Ferguson

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Andrew Ferguson

Austin J Bock

CFP®, APMA

Financial Advisor

Learn more about Austin J Bock

Ben Klaers

CFP®, BFA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ben Klaers

Morgan P Jaros

BFA, APMA

Financial Advisor

Learn more about Morgan P Jaros

Sean G Donnelly

BFA, APMA

Financial Advisor

Learn more about Sean G Donnelly


Our team

Emily Ost

Emily Ost

Operations Director

Qualifications

  • St. Catherine University - B.S. Marketing & Management
  • FINRA Series 7 & 63 Licenses
  • Minnesota State Insurance License
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Emily manages daily money movement, as well as personnel, and ensures we are functioning within compliance as a practice.
View more
Katie Flood

Katie Flood

Client Service Coordinator

Qualifications

  • Winona State University - B.S. Elementary Education

  • Minnesota State Insurance License

  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Katie is the primary service specialist working with Royal, Austin, and Morgan, providing service to clients, and collaborating to deliver comprehensive financial advice.
View more
Ngoc Thai

Ngoc Thai

Financial Planning Analyst

Qualifications

  • Macalester College - B.A. Biology
  • FINRA Series 7 & 66 Licenses
  • Minnesota State Insurance License
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Ngoc is the primary analyst working with Ben, providing service to clients, and collaborating to deliver comprehensive financial advice.
View more
Shaquan Hadley

Shaquan Hadley

Client Service Coordinator

Qualifications

  • Minnesota State University, Mankato - B.A. Marketing

  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Shaquan is the primary service specialist working with Ben, providing service to clients, and collaborating to deliver comprehensive financial advice.
View more

Raeven Peterson

Client Relationship Coordinator

Asma Meneese

Asma Meneese

Client Service Coordinator