With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Steven Kumagai, Private Wealth Advisor serving the Golden Valley, MN area - Ameriprise Advisors

Steven Kumagai

CFP®, CRPC®

Private Wealth Advisor

Managing Partner of TruCairn Advisors
Learn more about Steven Kumagai
Michael Metzger, Private Wealth Advisor serving the Golden Valley, MN area - Ameriprise Advisors

Michael Metzger

CFP®, BFA, APMA®

Private Wealth Advisor

Managing Partner of TruCairn Advisors
Learn more about Michael Metzger
Jenna Dubuc, Private Wealth Advisor serving the Golden Valley, MN area - Ameriprise Advisors

Jenna Dubuc

CFP®, CRPC®, CLTC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jenna Dubuc
Dan Carlson, Financial Advisor serving the Golden Valley, MN area - Ameriprise Advisors

Dan Carlson

MBA, CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dan Carlson
Kathryn Flom, Financial Advisor serving the Golden Valley, MN area - Ameriprise Advisors

Kathryn Flom

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kathryn Flom
Donna Carpenter, Associate Financial Advisor serving the Golden Valley, MN area - Ameriprise Advisors

Donna Carpenter

CFP®, APMA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Donna Carpenter
John Yaeger, Associate Financial Advisor serving the Golden Valley, MN area - Ameriprise Advisors

John Yaeger

BFA, CRPC®, APMA®

Associate Financial Advisor

Operations Manager
Learn more about John Yaeger

Our team

Kathy Arneson

Kathy Arneson

Office Manager

Roles & Responsibilities

  • Team operations manager
  • Serves as the point person for client contact outside of the regularly scheduled client meetings
  • Coordinates the advisors' calendars and schedules client meetings
  • Calls clients to remind them of their meeting date and time
  • Responsible for marketing and client events
  • Works with the staff’s Human Resources department to gain understanding of benefits available
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Jacob Barber

Jacob Barber

Financial Planning Assistant

Qualifications

  • Bachelors Degree in Financial Counseling and Planning from Iowa State
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David Chan

David Chan

Insurance Specialist,

Paraplanner

Qualifications

  • Bachelor of Science, Finance and Entrepreneurial Management, University of MN, Carlson School of Management, Minneapolis, MN
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon transactions resulting from client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input into Naviplan
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Brenda Clark

Brenda Clark

Administrative Assistant

Roles & Responsibilities

  • Client Service: appointment scheduling and coordination of data requests
  • Supports practice operations
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Jennifer Flinn

Jennifer Flinn

Financial Planning Assistant

Qualifications

  • Bachelor in Economics, Colorado College, Colorado Springs, CO

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input into Naviplan
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Bryan Gonzalez

Bryan Gonzalez

Financial Planning Assistant

Qualifications

  • Bachelors Degree in Biology from the University of California, Irvine
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Joan Hemenway

Joan Hemenway

Paraplanner

Qualifications

  • Bachelors Degree, Accounting and Business Administration, Winona State University, Winona, MN
  • Masters of Business Administration, University of St Thomas, St Paul, MN
  • FINRA Series 7 License
  • FINRA Series 66 License
  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Accepts and completes trade requests from clients over the phone as well as agreed upon trades resulting from client meetings
  • Responsible for managing client data and input in NaviPlan
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Katelyn Jochim

Katelyn Jochim

Marketing Specialist

Qualifications

  • Bachelor of Science, Business Management, Grand Canyon University, Phoenix, AZ

Roles & Responsibilities

  • Creates and maintains social media and website content
  • Supports Advisors in executing marketing plans, including client communications, event planning and brand awareness for the practice
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Cori Klocek

Cori Klocek

Financial Planning Assistant

Qualifications

  • Bachelor of Arts, Anthropology, from The University of Minnesota
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Jenifer Lowell

Jenifer Lowell

Financial Planning Specialist

Roles & Responsibilities

  • Responsible for managing client data and input in NaviPlan
  • Works closely with the advisor and paraplanner to complete data input in preparation for client meetings
  • Contacts the client via telephone or e-mail for additional items needed for plan creation
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Michael Pollock

Michael Pollock

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • BFA™
  • Finra Series 7 License
  • Finra Series 66 License
  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Works closely with the advisor and planning department to complete paperwork in preparation for and in conclusion of client meetings
  • Accepts and completes trade requests from clients over the phone as well as agreed upon transactions resulting from client meetings
  • Responsible for preparing, completing and following up on account applications and other forms necessary to process transactions and maintain existing client accounts
  • Responsible for managing client data and input into Naviplan
View more
Eric Ronning

Eric Ronning

Operations Manager,

Chief Operating Officer

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Roles & Responsibilities

  • Oversees operations of the practice
  • Responsible for the practice buisness strategy, vision and goals
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Sydney Restaino

Administrative Assistant