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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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.
Holly Wasieleski

Holly Wasieleski

Financial Planning Assistant

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Roles & Responsibilities

  • Plans and executes seminars and client events.
  • 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 and event planning for the practice.
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.