Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Gregory M Thoen, Private Wealth Advisor serving the Austin, MN area - Ameriprise Advisors

Gregory M Thoen

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gregory M Thoen Visit Gregory M Thoen's website
Randy Kramer, Private Wealth Advisor serving the Austin, MN area - Ameriprise Advisors

Randy Kramer

CFP®, ChFC®, CLU®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Randy Kramer Visit Randy Kramer's website
Brianne N Erickson, Private Wealth Advisor serving the Austin, MN area - Ameriprise Advisors

Brianne N Erickson

ChFC®, APMA®, CLU®

Private Wealth Advisor

Chief Operating Officer of Wealth Management Solutions
Learn more about Brianne N Erickson Visit Brianne N Erickson's website
James Surdy, Private Wealth Advisor serving the Austin, MN area - Ameriprise Advisors

James Surdy

CFP®, ChFC®, APMA®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about James Surdy Visit James Surdy's website
Toby Hovelsrud, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Toby Hovelsrud

APMA®, ChFC®

Financial Advisor

Investment Specialist
Learn more about Toby Hovelsrud Visit Toby Hovelsrud's website
Tate Running, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Tate Running

APMA®

Financial Advisor

Learn more about Tate Running Visit Tate Running's website
Rex Running, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Rex Running

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Rex Running Visit Rex Running's website
Dennis Paul, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Dennis Paul

CFP®, ChFC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dennis Paul Visit Dennis Paul's website
Mary P Thoen, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Mary P Thoen

CRPC®, APMA®

Financial Advisor

Learn more about Mary P Thoen Visit Mary P Thoen's website
Melissa Lueth, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Melissa Lueth

MBA

Financial Advisor

Learn more about Melissa Lueth Visit Melissa Lueth's website
Tim Robinson, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Tim Robinson

APMA®

Financial Advisor

Learn more about Tim Robinson Visit Tim Robinson's website

Melvin Soderlund

APMA®

Associate Financial Advisor

Learn more about Melvin Soderlund Visit Melvin Soderlund's website
Chad A Hunt, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Chad A Hunt

Financial Advisor

Learn more about Chad A Hunt Visit Chad A Hunt's website
Aaron Wurm, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Aaron Wurm

CFP®, APMA®

Financial Advisor

Learn more about Aaron Wurm Visit Aaron Wurm's website

Our team

Allison Bates

Allison Bates

Client Service Specialist

Personal Intro

Allison is based out of our Austin office location.

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Amanda S. Sayles

Amanda S. Sayles

Operations Director

Personal Intro

Amanda 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,

Financial Planning Specialist

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

Executive Assistant,

Client Service Specialist

Personal Intro

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

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Reid Stacken

Reid Stacken

Client Service Specialist

Personal Intro

Reid is located in our Norwood Young America office.

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Becca Sorenson

Becca Sorenson

Marketing Manager,

Event Planner

Personal Intro

Becca works with each of our offices.

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Olivia Fredin

Olivia Fredin

Administrative Assistant

Personal Intro

Olivia works in our St. James office.

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Jennifer Konakowitz

Jennifer Konakowitz

Administrative Assistant

Personal Intro

Jennifer works at our New Ulm office.

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Harrison Gieseke

Harrison Gieseke

Administrative Assistant

Personal Intro

Harrison works at our New Ulm office.

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