The Team

Dufresne, Wayne & Associates

Our mission is to help our clients plan for a life free of financial worry.

Our Advisors

Brandon Wayne

Brandon Wayne

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Domestic Partner Planning
  • Retirement Income Strategies
  • Business Retirement Plans

Education

University of Minnesota, Bachelors of Science, Finance, 2001

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Jacob Norrid

Jacob Norrid

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Social Security Retirement Benefits
  • Insurance
  • Retirement Planning Strategies

Education

Bachelor of Science in Hospitality Management South Dakota State University 1998

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Christina Wetmore

Christina Wetmore

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management

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Our Staff

Dawn Macht

Dawn Macht

Paraplanner

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Qualifications

  • Series 7, 63 and insurance licensed.

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
Kim Kubicek

Kim Kubicek

Client Service Specialist

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Roles & Responsibilities

  • Greets clients and assists in providing a compelling client experience.
  • Assists clients with registering and navigating the Secure Site and Total View.
  • Follow up on client service related issues.
  • Social media and marketing coordinator for practice.
  • Scheduling of appointments for all advisors in practice.
  • Enjoys getting to know clients on a personal level and helping clients with issues that may arise.
Pam Leyden

Pam Leyden

Paraplanner

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Qualifications

  • Series 7 and 63

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
Kris Tucker

Kris Tucker

Financial Planning Assistant

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Roles & Responsibilities

  • Contacts clients to collect information for their financial plans.
  • Creates a financial plan based on client goals
  • Works with the financial advisors in office as well as our financial planning clients to create a comprehensive financial plan.
  • Enjoys creating plans tailored to each specific client and helping clients get on the right track to achieve their goals.
Kristie Adams

Kristie Adams

Administrative Assistant

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Roles & Responsibilities

  • File preparation for client meetings.
  • Assists in scheduling client meetings.
  • Prepares and submits Power of Attorney forms and Bank account forms for clients.
  • Sends out monthly meeting request postcards and meeting reminder cards.