Our advisors

Tom Manderfeld

Tom Manderfeld

Financial Advisor

Learn more about Tom Manderfeld
Lance Strom

Lance Strom

Financial Advisor

Learn more about Lance Strom
Royal Jaros

Royal Jaros

Private Wealth Advisor

Learn more about Royal Jaros

Our team

Morgan Jaros

Morgan Jaros

Business Development Director,

Financial Planning Assistant

Qualifications

  • Minnesota State University, Mankato - B.A. Spanish Studies & Economics
  • Notary Public, State of Minnesota
  • Volunteerism: City of Minneapolis Capital Long-Range Improvement Committee, 2019-2020

Roles & Responsibilities

  • Morgan is Royal's Operations Team Partner, providing service to his clients, and collaborating to deliver comprehensive financial advice. She also acts as a Chief of Staff to Royal.
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Emily Ost

Emily Ost

Operations Director

Qualifications

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

Roles & Responsibilities

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

Katie Kreidberg

Financial Planning Assistant

Qualifications

  • Franklin University - B.S. Finance & CFP Curriculum, in progress
  • Truckee Meadows Community College - A.A.S. Culinary Arts
  • College of Financial Planning - Registered Paraplanner
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Katie is Lance Strom’s Operations Team Partner, providing service to his clients, and collaborating to deliver comprehensive financial advice.
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Christine Gurrola

Christine Gurrola

Financial Planning Assistant

Qualifications

  • University of Minnesota - B.S. Environmental Sciences, Policy & Management
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Christine is Tom Manderfeld's Operations Team Partner, providing service to his clients, and collaborating to deliver comprehensive financial advice.
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Ngoc Thai

Ngoc Thai

Financial Planning Assistant

Qualifications

  • Macalester College - B.A. Biology
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Ngoc is Ben Klaers' Operations Team Partner, providing service to his clients, and collaborating to deliver comprehensive financial advice.
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Karen Doyle

Karen Doyle

Client Concierge

Roles & Responsibilities

  • Karen is our first point of contact at the front desk, and maintains a welcoming office environment for our clients and staff.
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Priscila Santos

Administrative Assistant

Qualifications

  • Birkbeck University of London - B.A. Business Administration
  • Normandale College - A.A.S. Psychology
  • American Bank Association - Certificate in Bank ABE
  • Victoria English College - Business English
  • Notary Public, State of Minnesota

Roles & Responsibilities

  • Priscila works closely with Morgan to support Royal's clients, and with Emily to support practice-wide operations.
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