Integrated Wealth Management
Our Team
All Team Members
Gregory A. Carlson, CFP®
Founder
Jeffrey R. Carlson, CFP®
Founder
Tom Pesek, MBA
Chief Administrative Officer
Aaron Klein, CFP®
Associate Integrated Wealth Advisor
Abbi Kramas, CFP®
Integrated Wealth Advisor
Adam Hoffmann, CFP®, AIF®
Chief Investment Officer
Amy Vanderhoff
Paraplanner
Andy Hauskins, CFP®
Senior Integrated Wealth Advisor; Director of Carlson Portfolios
Angie Olson, PHR®
Talent Acquisition Specialist
Avery Degerstrom
Paraplanner
Ben Carlson, CFP®
Integrated Wealth Advisor and Paraplanner Team Lead
Ben Lane
Senior Investment Specialist
Betsy England, CFP®, MBA
Integrated Wealth Advisor
Beverly DeWitte
Client Servicing Representative
Bob Bernard
Associate Integrated Wealth Advisor
Callie Geist, CFP®, J.D., MBA
Senior Integrated Wealth Advisor
Cami Peterson, CPA, CPFA, AIF®
Director of Retirement Plan Services
Carter Justice
Tax Specialist
Charlie Lawson, CPA
Director of Tax Services
Chris Kuhn
Client Servicing Representative
Cody Warren, CFP®, CPA
Senior Integrated Wealth Advisor, Director of Financial Planning
Colin Duncan
Paraplanner
Colin Lodermeier, CPA
Senior Tax Advisor
Connor Misch, CFP®, ChFC®
Advisory Experience Analyst
Dan Edwards, CPA
Director of Estate Planning
Dave Sayers, CFP®, CDFA®, MBA
Senior Integrated Wealth Advisor
David Webb, CFP®, CFA®, MBA
Integrated Wealth Advisor
Drew Owen, CFP®
Associate Integrated Wealth Advisor
Ginger Church
Executive Assistant
Gresina Cole, FPQP®
Client Servicing Representative and ACP Administrator
Haley Jochum, FPQP®
Client Servicing Representative
Hallie Olson, FPQP®
Client Servicing Representative
Heather Novotny
Executive Assistant
Henry Anderson
Business Intelligence and Systems Analyst
Jackie Finkbeiner, PHR®
Director of Human Capital
Jackie Rother
Tax Support Specialist
Jake Edin, CPA
Tax Advisor
James Yaworski, CFA®
Senior Investment Strategist, Portfolio Manager
Janelle Schrupp, J.D.
Director of Estate Planning
Jason Kley, CFP®, AIF®, MBA
Senior Integrated Wealth Advisor, Director of Operational Excellence
Jenny Barthel
Senior Client Servicing Representative
Jessica McWilliams
Tax Administrator
John Cronin, CFP®
Associate Integrated Wealth Advisor
John Ostrand, CFP®, CTFA®, CAP®
Chief Wealth Advisor
Josh Lester
Investment Specialist
Judd Lohmann, MBA
Senior Integrated Wealth Advisor
Kate Tichy
Marketing & Communications Manager
Kelly Irvine
Chief Marketing & Communications Officer
Kevin Koski, CPA
Principal Tax Advisor
Kim Wurl, CFP®
Integrated Wealth Advisor
Kyle DeGross
Tax Specialist
Lana Wallin
Operations Specialist
Lane Christensen
Paraplanner
Leah Rich
Senior Manager of Marketing & Communications
Lucas Peterson
Paraplanner
Lynall Malecha
Senior Client Servicing Representative
Mary Keller
Director of Operations and Client Service
Mary Schubbe
Senior Client Servicing Representative
Matthew Jaeger, CFP®
Associate Integrated Wealth Advisor
Melissa Stagman, CPA
Senior Tax Advisor
Nick Krakosky, CFP®
Integrated Wealth Advisor
Nick Marentic
Director of Technology
Paige Woods, CPA
Senior Tax Advisor and Manager of Tax Services
Sam Ebner
Operations Specialist
Selene Serkland, CFP®
Associate Integrated Wealth Advisor
Shelly Greshik
Senior Operations Specialist
Steve Tecker, CFP®
Associate Integrated Wealth Advisor
Sue Desrosier, CFEI, BFA™
Retirement Plan Client Relationship and Education Manager
Taylor Nelson
Salesforce Administrator
Terry Anderson
Systems Administrator
Tiara Elg
Senior Client Servicing Representative
Tom Nowariak, CFP®
Trading Manager
Tonya Quade
Senior Finance and Benefits Manager
Turner Storm, CFA®
Associate Integrated Wealth Advisor
Zach Moore
Paraplanner