Our advisors

Mark Cheeley

Mark Cheeley

Private Wealth Advisor

President
Learn more about Mark Cheeley Visit Mark Cheeley's website

Our team

Katie Pennington

Katie Pennington

Paraplanner,

Client Service Manager

Qualifications

  • Bachelors in Business Management
  • Licensed in MN

Roles & Responsibilities

  • Client Service Manager
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Steve De Bella

Client Service Coordinator

Kristen Newberg

Financial Planning Assistant