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®, 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 Counselor™
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, APMA

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
Sandra Jane Abild, Associate Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Sandra Jane Abild

Associate Financial Advisor

Practice Manager
Learn more about Sandra Jane Abild Visit Sandra Jane Abild's website
Lee F Tracy, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Lee F Tracy

CLTC®

Financial Advisor

Franchise Owner
Learn more about Lee F Tracy Visit Lee F Tracy's website
Heather L Nelson, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Heather L Nelson

APMA

Financial Advisor

Learn more about Heather L Nelson Visit Heather L Nelson's website
Donna J Stacken, Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Donna J Stacken

Financial Advisor

Learn more about Donna J Stacken Visit Donna J Stacken'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
Melvin Soderlund, Associate Financial Advisor serving the Austin, MN area - Ameriprise Advisors

Melvin Soderlund

APMA

Associate Financial Advisor

Learn more about Melvin Soderlund Visit Melvin Soderlund'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

Amanda S. Sayles

Amanda S. Sayles

Operations Director

Personal Intro

Amanda is based out of our Austin office location.

View more
Becca Sorenson

Becca Sorenson

Marketing Manager

Personal Intro

Becca works with each of our offices.

View more
Brandon Kincade

Brandon Kincade

Financial Planning Assistant

Brenda Ward, APMA<sup>®</sup>

Brenda Ward, APMA®

Practice Manager,

Financial Planning Specialist

Personal Intro

Brenda is based out of our Northfield office location.

View more
Connor Wurm

Connor Wurm

Financial Planning Specialist

Derek Sime

Derek Sime

Administrative Assistant

Heather Hornaman

Heather Hornaman

Executive Assistant,

Client Service Specialist

Personal Intro

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

View more
Jennifer Konakowitz

Jennifer Konakowitz

Administrative Assistant

Personal Intro

Jennifer works at our New Ulm office.

View more
Jessa Johnson

Jessa Johnson

Office Manager

Personal Intro

Jessa is based out of our Austin, MN location

View more
Jessica Durand

Jessica Durand

Business Development Director

Personal Intro

Jessica works out of our Austin, MN office

View more
Lexie Volden

Lexie Volden

Event Planner

Olivia Fredin

Olivia Fredin

Administrative Assistant

Personal Intro

Olivia works in our St. James office.

View more
Sara Truax

Sara Truax

Office Manager

Personal Intro

Sara is based out of our Northfield office location.

View more
Taylor Maxfield

Taylor Maxfield

Client Service Manager

Personal Intro

Taylor is based out of our Austin office location.

View more