Meet Your Team

Our team is dedicated to helping you reach a higher level of success. Each partner brings nearly two decades of experience to the table, and with our professionals’ diverse range of skills, we’re prepared to serve you and your family with excellence for years to come.

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Brian Kelly , CLU®, ChFC®, RICP®, CASL®

Founding Partner

Office 952-224-7956


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David Klein , CFP®, CLU®, ChFC®, RICP®

Founding Partner

Office 952-224-7973


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Larwin Kauffman , CFP®, CLU®, ChFC®

Founding Partner

Office 952-224-7976


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Natalie Erickson

Client Service Associate

Office 952-224-7955


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Mary Bona

Client Service Associate

Office 952-224-7968


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Brianna Durkin

Client Service Associate

Office 952-224-7963


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Thomas Dunlap , MBA

Associate Wealth Management Advisor

Office 952-224-3818


Mobile 612-991-9174


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Colin Ernst

Associate Wealth Management Advisor

Office 952-224-2978


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Maria Pantze , ChFC®, RICP®

Financial Planning Associate

Office 952-224-7987


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Kevin Huberty , B.S.

Financial Planning Associate

Office 952-224-3808


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Elena Dant

Financial Planning Assistant

Office 952-224-3831


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Jason Folstad , CFA®

Director of Investments

Office 952-224-7986


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Jennifer Harkins

Director of Operations

Office 952-224-7954


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Sarah Foss , CLU®, ChFC®

Chief of Staff

Office 952-224-7951


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