Integrated Wealth Management
Our Team
All Team Members
Gregory A. Carlson, CFP®
CEO and Founder
Jeffrey R. Carlson, CFP®
Founder
Justin D. Stets, AIF®
President
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, aPHR®
Talent Acquisition Specialist
Ashley Johnson, CTFA®
Associate Integrated Wealth Advisor
Audrey Day
Paraplanner
Avery Degerstrom
Paraplanner
Ben Carlson, CFP®
Associate Integrated Wealth Advisor and Paraplanner Team Lead
Ben Lane
Senior Investment Specialist
Ben Miller
Technology Support Specialist
Beverly DeWitte
Client Servicing Representative
Bonnie Anderson Rons, MBA, CCTS
Tax Support Specialist
Callie Geist, CFP®, J.D., MBA
Senior Integrated Wealth Advisor
Cami Peterson, CPA, CPFA, AIF®
Director of Retirement Plan Services
Carter Justice
Tax Specialist
Cathy Schlifer, SCA, CPPM
Salesforce System Architect
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
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 Coordinator
Heather Novotny
Executive Assistant
Henry Anderson
Business Intelligence and Systems Analyst
Jack Cronin
Paraplanner
Jackie Finkbeiner, PHR®
Director of Human Capital
Jake Edin, CPA
Tax Advisor
James Yaworski, CFA
Senior Investment Strategist
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
John Ostrand, CFP®, CTFA®, CAP®
Chief Wealth Advisor
Josh Lester
Investment Specialist
Judd Lohmann, MBA
Senior Integrated Wealth Advisor
Katy Vermeer, CFP®
Senior Integrated Wealth Advisor
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
Lynall Malecha
Senior Client Servicing Representative
Mary Keller
Director of Operations and Client Service
Mary Schubbe
Senior Client Servicing Representative
Matthew Jaeger, CFP®
Paraplanner
Melissa Stagman, CPA
Senior Tax Advisor
Nick Krakosky, CFP®
Integrated Wealth Advisor
Oakley Baker
Investment Specialist
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
Tanisha Justus, FPQP®
Technology Manager
Tiara Elg
Senior Client Servicing Representative
Tom Nowariak
Trading Manager
Tonya Quade
Senior Finance and Benefits Manager
Turner Storm
Associate Integrated Wealth Advisor
Zach Moore
Paraplanner