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Our Team

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Tom Pesek, MBA

Chief Administrative Officer

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Aaron Klein, CFP®

Associate Integrated Wealth Advisor

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Abbi Kramas, CFP®

Integrated Wealth Advisor

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Adam Hoffmann, CFP®, AIF®

Chief Investment Officer

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Andy Hauskins, CFP®

Senior Integrated Wealth Advisor; Director of Carlson Portfolios

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Angie Olson, PHR®

Talent Acquisition Specialist

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Avery Slotsve

Paraplanner

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Ben Carlson, CFP®

Integrated Wealth Advisor and Paraplanner Team Lead

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Ben Lane

Senior Investment Specialist

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Betsy England, CFP®, MBA

Integrated Wealth Advisor

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Beverly DeWitte

Client Servicing Representative

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Bob Bernard

Associate Integrated Wealth Advisor

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Callie Geist, CFP®, J.D., MBA

Senior Integrated Wealth Advisor

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Cami Peterson, CPA, CPFA, AIF®

Director of Retirement Plan Services

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Carter Justice

Tax Specialist

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Charlie Lawson, CPA

Director of Tax Services

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Chris Kuhn

Client Servicing Representative

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Cody Warren, CFP®, CPA

Senior Integrated Wealth Advisor, Director of Financial Planning

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Colin Duncan

Paraplanner

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Colin Lodermeier, CPA

Senior Tax Advisor

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Connor Misch, CFP®, ChFC®

Advisory Experience Analyst

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Dan Edwards, CPA

Director of Estate Planning

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Dave Sayers, CFP®, CDFA®, MBA

Senior Integrated Wealth Advisor

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David Webb, CFP®, CFA®, MBA

Integrated Wealth Advisor

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Drew Owen, CFP®

Associate Integrated Wealth Advisor

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Ginger Church

Executive Assistant

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Gresina Cole, FPQP®

Client Servicing Representative and ACP Administrator

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Haley Jochum, FPQP®

Client Servicing Representative

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Hallie Olson, FPQP®

Client Servicing Representative

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Heather Novotny

Executive Assistant

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Henry Anderson

Business Intelligence and Systems Analyst

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Jackie Finkbeiner, PHR®

Director of Human Capital

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Jake Edin, CPA

Tax Advisor

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James Yaworski, CFA®

Senior Investment Strategist, Portfolio Manager

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Janelle Schrupp, J.D.

Director of Estate Planning

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Jason Kley, CFP®, AIF®, MBA

Senior Integrated Wealth Advisor, Director of Operational Excellence

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Jenny Barthel

Senior Client Servicing Representative

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John Cronin, CFP®

Associate Integrated Wealth Advisor

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Josh Lester

Investment Specialist

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Judd Lohmann, MBA

Senior Integrated Wealth Advisor

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Kate Tichy

Marketing & Communications Manager

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Kelly Irvine

Chief Marketing & Communications Officer

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Kevin Koski, CPA

Principal Tax Advisor

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Kim Wurl, CFP®

Integrated Wealth Advisor

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Kyle DeGross

Tax Specialist

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Lana Wallin

Operations Specialist

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Lane Christensen

Paraplanner

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Leah Rich

Senior Manager of Marketing & Communications

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Lucas Peterson

Paraplanner

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Lynall Malecha

Senior Client Servicing Representative

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Mary Keller

Director of Operations and Client Service

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Mary Schubbe

Senior Client Servicing Representative

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Matthew Jaeger, CFP®

Associate Integrated Wealth Advisor

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Melissa Stagman, CPA

Senior Tax Advisor

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Nick Krakosky, CFP®

Integrated Wealth Advisor

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Nick Marentic

Director of Technology

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Paige Woods, CPA

Senior Tax Advisor and Manager of Tax Services

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Sam Ebner

Operations Specialist

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Selene Serkland, CFP®

Associate Integrated Wealth Advisor

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Shelly Greshik

Senior Operations Specialist

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Steve Tecker, CFP®

Associate Integrated Wealth Advisor

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Sue Desrosier, CFEI, BFA™

Retirement Plan Client Relationship and Education Manager

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Taylor Nelson

Salesforce Administrator

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Terry Anderson

Systems Administrator

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Tiara Elg

Senior Client Servicing Representative

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Tom Nowariak, CFP®

Trading Manager

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Tonya Quade

Senior Finance and Benefits Manager

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Turner Storm, CFA®

Associate Integrated Wealth Advisor

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Zach Moore

Paraplanner

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Not sure how to get started? Contact us, and we'll connect you with the right team member.

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