Our advisors

Steven Kumagai

Steven Kumagai

CFP®

Private Wealth Advisor

Managing Partner of TruCairn Advisors
Learn more about Steven Kumagai
Michael Metzger

Michael Metzger

CFP®, BFA, APMA®

Private Wealth Advisor

Managing Partner of TruCairn Advisors
Learn more about Michael Metzger
Jenna Dubuc

Jenna Dubuc

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jenna Dubuc
Dan Carlson

Dan Carlson

MBA, CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dan Carlson
Kathryn Flom

Kathryn Flom

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kathryn Flom
Donna Carpenter

Donna Carpenter

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Donna Carpenter
John Yaeger

John Yaeger

BFA, AWMA®, CRPC®

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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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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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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Margaret Kruse

Margaret Kruse

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Bachelor of Arts, University of Notre Dame, South Bend, IN
  • J.D. University of Notre Dame Law School, South Bend, IN
  • LL.M William Mitchell College of Law, St Paul, MN
  • FINRA Series 7 License
  • FINRA Series 63 License
  • Life, Health and Accident Insurance License

Roles & Responsibilities

  • Responsible for managing client data and input in NaviPlan
  • Contacts the client via telephone or e-mail for additional items needed for meeting
  • Works closely with the advisor to complete data input in preparation for client meetings
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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
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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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Katelyn Smith

Katelyn Smith

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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