Our advisors

Gregory M Thoen

Gregory M Thoen

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gregory M Thoen Visit Gregory M Thoen's website
Randy Kramer

Randy Kramer

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Randy Kramer Visit Randy Kramer's website
Brianne N Erickson

Brianne N Erickson

Financial Advisor

Chief Operating Officer of Wealth Management Solutions
Learn more about Brianne N Erickson Visit Brianne N Erickson's website
James Surdy

James Surdy

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Surdy Visit James Surdy's website
Toby Hovelsrud

Toby Hovelsrud

Financial Advisor

Investment Specialist
Learn more about Toby Hovelsrud Visit Toby Hovelsrud's website
Tate Running

Tate Running

Financial Advisor

Learn more about Tate Running Visit Tate Running's website
Rex Running

Rex Running

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rex Running Visit Rex Running's website
Dennis Paul

Dennis Paul

Financial Advisor

Learn more about Dennis Paul Visit Dennis Paul's website
Rachel Smith

Rachel Smith

Financial Advisor

Learn more about Rachel Smith Visit Rachel Smith's website

Our team

Al Davis APMA<sup>®</sup>, CLTC<sup>®</sup>

Al Davis APMA®, CLTC®

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Kerry Running

Kerry Running

Financial Planning Specialist

Allison Ruehlow

Allison Ruehlow

Client Service Specialist

Personal Intro

Allison is based out of our Austin office location.

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Amanda S. Sayles

Amanda S. Sayles

Business Development Manager

Personal Intro

Amanda is based out of our Austin office location.

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Abby Heimer

Abby Heimer

Marketing Manager

Personal Intro

Abby is based out of our Austin office location.

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Taylor Maxfield

Taylor Maxfield

Office Manager

Personal Intro

Taylor is based out of our Austin office location.

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Sandy Abild

Sandy Abild

Practice Manager

Personal Intro

Sandy is based out of our Mankato office location.

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Brenda Ward, APMA<sup>®</sup>

Brenda Ward, APMA®

Practice Manager

Personal Intro

Brenda is based out of our Northfield office location.

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Sara Truax

Sara Truax

Office Manager

Personal Intro

Sara is based out of our Northfield office location.

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Heather Hornaman

Heather Hornaman

Client Service Coordinator

Personal Intro

Heather is based out of our Belle Plaine, MN office.

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Megan Karau

Megan Karau

Office Manager

Personal Intro

Megan is located in our St. James, MN office.

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Aaron Wurm

Aaron Wurm

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