Wealth Management

Jim Adam
Jim Adam

Wealth Advisor

763.450.1811 763.450.1811

LinkedIn Logo

View Profile

Kevin Bates
Kevin Bates

Vice President

248.743.4314 248.743.4314

LinkedIn Logo

View Profile

Ned Burns
Ned Burns

Vice President

779.221.3529 779.221.3529

LinkedIn Logo

View Profile

Jay Cavanagh
Jay Cavanagh

Director, Wealth Transfer

952.847.1356 952.847.1356

LinkedIn Logo

View Profile

Dan Cornwell
Dan Cornwell

Managing Director

248.743.4300 248.743.4300

LinkedIn Logo

View Profile

Steve Curry, CFP®
Steve Curry

Senior Vice President

847.482.1180 847.482.1180

LinkedIn Logo

View Profile

Joey Delaney
Joey Delaney

Senior Associate

763.450.1830 763.450.1830

LinkedIn Logo

View Profile

Emily Einwalter
Emily Einwalter

Advisor

952.674.2174 952.674.2174

LinkedIn Logo

View Profile

no profile photo for  Frank Evangelist
Frank  Evangelist

Vice President

925.444.4919 925.444.4919

LinkedIn Logo

View Profile

Mack Farley
Mack Farley

Advisor

952.847.1344 952.847.1344

LinkedIn Logo

View Profile

Timothy Fazzini
Timothy Fazzini

Sales Associate

248.743.4325 248.743.4325

LinkedIn Logo

View Profile

Steve Festler, MBA, CRPS ®
Steve Festler

Senior Advisor

763.450.1824 763.450.1824

LinkedIn Logo

View Profile

Billy Gese
Billy Gese

Assistant Vice President

952.847.1357 952.847.1357

LinkedIn Logo

View Profile

Michael Hoch
Michael Hoch

Wealth Management

Individual Solutions
301-581-7363 301-581-7363

LinkedIn Logo

View Profile

Richard Holland
Richard Holland

Senior Advisor

678.473.0324 678.473.0324

LinkedIn Logo

View Profile

Steve Jans
Steve Jans

Vice President, Wealth Management & Financial Advisor

952.674.2146 952.674.2146

LinkedIn Logo

View Profile

Brian Jaroskinski
Brian Jaroskinski

Senior Advisor

301.214.7026 301.214.7026

LinkedIn Logo

View Profile

Connor Johnson
Connor Johnson

Operations Associate

763.450.1855 763.450.1855

LinkedIn Logo

View Profile

Rob Kania
Rob  Kania

Wealth Management

856-581-0988 856-581-0988

LinkedIn Logo

View Profile

Jerry Korchak
Jerry Korchak

Investment Advisor

815.397.3737 815.397.3737

LinkedIn Logo

View Profile

Ron Mortellaro
Ron Mortellaro

Investment Advisor

779.221.3515 779.221.3515

View Profile

Marty Nanne
Marty Nanne

Managing Director

952.646.1644 952.646.1644

LinkedIn Logo

View Profile

Sara Norell, CFP®
Sara Norell

Assistant Vice President of Wealth Management Operations & Advisor

952.715.4774 952.715.4774

LinkedIn Logo

View Profile

Albert W. Papa, ChFC, CLU
Al Papa, ChFC, CLU

Managing Director

248.743.4300 248.743.4300

LinkedIn Logo

View Profile

Steve Prom, CFP ®, MSF
Steve Prom

Vice President

763.450.1815 763.450.1815

LinkedIn Logo

View Profile

Jim Stehr
Jim  Stehr

Assistant Vice President

925.444.9417 925.444.9417

LinkedIn Logo

View Profile

Taylor Stevenson
Taylor Stevenson

Senior Advisor

952.847.1342 952.847.1342

LinkedIn Logo

View Profile

Matthew Swanson
Matthew  Swanson

Wealth Management

301-581-7360 301-581-7360

View Profile

Dan Taylor
Daniel R. Taylor

Vice President

248.743.4336 248.743.4336

LinkedIn Logo

View Profile

Mike Velin, CPWA ®, CFP ®, MBA
Mike Velin

Senior Advisor

651.287.6215 651.287.6215

LinkedIn Logo

View Profile

Alex Wallerich
Alex Wallerich

Senior Advisor

952.674.2172 952.674.2172

LinkedIn Logo

View Profile

Price Wheeler
Price Wheeler

Advisor

904.461.2109 904.461.2109

LinkedIn Logo

View Profile

Mike Wilson
Mike Wilson

Senior Advisor

763.450.1828 763.450.1828

LinkedIn Logo

View Profile

Shane Wolden CRPS®
Shane Wolden

Advisor

763.450.1832 763.450.1832

LinkedIn Logo

View Profile