Wealth Management Solutions

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.


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Team photo for Wealth Management Solutions
Team photo for Wealth Management Solutions

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Advisors

Brianne N Erickson

ChFC®, APMA, CLU®

Private Wealth Advisor

Chief Operating Officer of Wealth Management Solutions
Visit Brianne N Erickson's website

Gregory M Thoen

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gregory M Thoen's website

James Surdy

CFP®, ChFC®, APMA, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Surdy's website

Heather L Nelson

APMA

Financial Advisor

Visit Heather L Nelson's website

Melvin Soderlund

APMA

Associate Financial Advisor

Visit Melvin Soderlund's website


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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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

Taylor Maxfield

Taylor Maxfield

Client Service Manager

Personal Intro

Taylor is based out of our Austin 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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