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.

Team photo

 

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

Relationship Manager

Office 952-224-3818


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Colin Ernst

Associate Financial Representative

Office 952-224-2978


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Jason Folstad , CFA®

Director of Investments

Office 952-224-7986


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Sarah Foss , CLU®, ChFC®

Chief of Staff

Office 952-224-7951


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Jennifer Harkins

Director of Operations

Office 952-224-7954


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Maria Pantze , ChFC®, RICP®

Financial Planning Associate

Office 952-224-7987


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