Our advisors

Daniel Grassman

Daniel Grassman

CFP®

Associate Manager

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Daniel Grassman Visit Daniel Grassman's website
Arlen Stern

Arlen Stern

CFP®, CRPC®

Private Wealth Advisor

Managing Director
Learn more about Arlen Stern Visit Arlen Stern's website
Tom Vanyo

Tom Vanyo

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Tom Vanyo Visit Tom Vanyo's website

Our team

Rachel A. Repasky

Rachel A. Repasky

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 63
  • MN Life, Accident and Health
View more
Amy Stromgren

Amy Stromgren

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 63
  • MN Life & Health Insurance Licenses
View more
Kevin Gathje

Kevin Gathje

Registered Client Service Associate

Shalini Joshi

Shalini Joshi

Client Service Associate