With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for 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
Advisor photo for 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
Advisor photo for 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
Advisor photo for Toby Hovelsrud

Toby Hovelsrud

APMA, ChFC®

Financial Advisor

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

Tate Running

APMA

Financial Advisor

Learn more about Tate Running Visit Tate Running's website
Advisor photo for Rex Running

Rex Running

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Rex Running Visit Rex Running's website
Advisor photo for Dennis Paul

Dennis Paul

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dennis Paul Visit Dennis Paul's website
Advisor photo for Mary P Thoen

Mary P Thoen

CRPC, APMA

Financial Advisor

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

Melissa Lueth

MBA, APMA

Financial Advisor

Learn more about Melissa Lueth Visit Melissa Lueth's website
Advisor photo for Tim Robinson

Tim Robinson

APMA

Financial Advisor

Learn more about Tim Robinson Visit Tim Robinson's website
Advisor photo for Sandra Jane Abild

Sandra Jane Abild

Associate Financial Advisor

Practice Manager
Learn more about Sandra Jane Abild Visit Sandra Jane Abild's website
Advisor photo for Lee F Tracy

Lee F Tracy

CLTC®

Financial Advisor

Franchise Owner
Learn more about Lee F Tracy Visit Lee F Tracy's website
Advisor photo for Heather L Nelson

Heather L Nelson

APMA

Financial Advisor

Learn more about Heather L Nelson Visit Heather L Nelson's website
Advisor photo for Connor Wurm

Connor Wurm

APMA

Financial Advisor

Learn more about Connor Wurm Visit Connor Wurm's website
Advisor photo for Brandon Kincade

Brandon Kincade

Associate Financial Advisor

Learn more about Brandon Kincade Visit Brandon Kincade's website
Advisor photo for Melvin Soderlund

Melvin Soderlund

APMA

Associate Financial Advisor

Learn more about Melvin Soderlund Visit Melvin Soderlund's website
Advisor photo for Aaron Wurm

Aaron Wurm

CFP®, APMA

Financial Advisor

Learn more about Aaron Wurm Visit Aaron Wurm's website


Our team

Amanda Sayles

Amanda Sayles

Operations Director

Personal Intro

As Operations Director, I not only work with clients to provide them with the services and support that they may need but I also work with all 11 of our offices to provide operational support and service. I work directly with our offices to make sure that together, we are providing our clients with the highest quality of financial wellness. My home office is Austin, MN

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Becca Sorenson

Becca Sorenson

Marketing Manager

Personal Intro

Becca works with each of our offices.

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Brenda Huot, APMA™

Brenda Huot, APMA™

Practice Manager,

Financial Planning Specialist

Personal Intro

Brenda is based out of our Northfield office location.

Qualifications

  • Accredited Portfolio Management Advisor (APMA™)

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Jessica Durand, MBA

Jessica Durand, MBA

Business Development Director

Personal Intro

Jessica works out of our Austin, MN office

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Lexie Johnson

Lexie Johnson

Event Planner

Noah Boraas

Noah Boraas

Client Service Specialist

Personal Intro

Noah is based out of the New Ulm office

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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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Taylor Maxfield

Taylor Maxfield

Client Service Manager

Personal Intro

Taylor is based out of our Austin office location.

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Alanna Healey

Alanna Healey

Office Manager,

Client Service Specialist

Personal Intro

Alanna works out of our St James, MN location.

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Tonya Pavek

Tonya Pavek

Client Service Specialist

Personal Intro

Tonya works out of our Belle Plaine office location.

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Hope Johnson

Hope Johnson

Office Manager

Personal Intro

Hope works out of our Austin, MN office

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