How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Our advisors

Gregory M Thoen

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

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

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

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

Toby Hovelsrud

APMA®, ChFC®

Financial Advisor

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

Tate Running

APMA®

Financial Advisor

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

Rex Running

CRPC®, APMA®

Financial Advisor

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

Dennis Paul

APMA®, ChFC®

Financial Advisor

Learn more about Dennis Paul Visit Dennis Paul's website
Mary P Thoen

Mary P Thoen

CRPC®, APMA®

Financial Advisor

Learn more about Mary P Thoen Visit Mary P Thoen's website
Melissa Lueth

Melissa Lueth

MBA, APMA®

Financial Advisor

Learn more about Melissa Lueth Visit Melissa Lueth's website
Eric Thronson

Eric Thronson

APMA®

Financial Advisor

Learn more about Eric Thronson Visit Eric Thronson's website
Tim Robinson

Tim Robinson

APMA®

Financial Advisor

Learn more about Tim Robinson Visit Tim Robinson's website
Heather L Nelson

Heather L Nelson

APMA®

Financial Advisor

Learn more about Heather L Nelson Visit Heather L Nelson's website
Chad A Hunt

Chad A Hunt

Financial Advisor

Learn more about Chad A Hunt Visit Chad A Hunt's website

Sandra Jane Abild

Associate Financial Advisor

Learn more about Sandra Jane Abild Visit Sandra Jane Abild's website

Our team

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

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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Brach Kraus

Brach Kraus

Business Development Manager

Personal Intro

Brach is based out of our New Ulm, MN office.

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