The Firm

Leadership

Integrity, expertise, and commitment to our clients

Our people bring professional experience, academic accomplishments, and dedication to our work with you.

We seek to build and maintain long-term client relationships. We work as a team to provide superior responsive service.

Chris Vernier

President

President responsible for the firm's overall strategic growth and development. Read Chris Vernier‘s full biography +

Chris is the President of Marquette Wealth Management.  He is responsible for the firm’s overall strategic growth and development.  In addition, he chairs the investment and management committees. Prior to being named President, Chris served as Managing Director at the company where he was responsible for client relationships, investment and trading. Chris is one of the founding members of the company.

Before joining Marquette, Chris spent five years with Knelman Asset Management Group LLC, where he was responsible for trading, performance reporting, account maintenance, technology, and systems. Previously, in a trading position at Eagle Capital Management, Chris was responsible for obtaining financing for a multi-billion dollar global bond portfolio and was instrumental in implementing an operations-based trading and accounting software system.

Chris received his bachelor’s degree from the University of St. Thomas, majoring in Finance and Accounting, and completed the Certified Public Accountant certification requirements.

 

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Robert Rubenstein

Managing Director

Managing director and head of marketing and business development. Read Robert Rubenstein‘s full biography +

 

Bob is a managing director of Marquette Wealth Management and head of marketing and business development. He has been with Marquette since its inception in 2005 and formerly served as head  of client service and administration until 2017. Having worked directly with Marquette clients for twelve years, Bob is well qualified to explain the Marquette approach and process to prospective clients and their attorneys and CPA’s.

Bob has more than thirty years of experience in the investment management and trust fields. Before joining Marquette Wealth Management, he served as a senior vice president for U.S. Trust Company and was a member of U.S. Trust’s National Fiduciary Policy Committee.

Bob has a B.A. in Political Science from the University of Minnesota and a J.D. from the University of Minnesota Law School. He currently serves on the endowment investment committees of the Jewish Federation of Greater St. Paul and the Institute for Agriculture and Trade Policy.

Proud residents of St. Paul, Bob and his wife Susan are blessed with a wonderful family and friends and recently celebrated their 33rd wedding anniversary. They enjoy their hobbies – Susan weaving and Bob drumming – and have fully adapted to their empty nest.

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Jean Gullikson

Managing Director and Chief Compliance Officer

Managing director and chief compliance officer who oversees the development and implementation of policies and procedures for the firm. Read Jean Gullikson‘s full biography +

Jean is a managing director and chief compliance officer of Marquette Wealth Management. She oversees the development and implementation of policies and procedures designed to ensure that Marquette Wealth Management meets its fiduciary obligations. She is a member of Marquette’s management team and is responsible for the firm’s financial reporting and budgeting. She ensures that Marquette’s custody and reporting platforms meet our clients’ needs and fully comply with all regulatory requirements. Jean is one of the founding members of the firm.

Jean also works directly with several clients and their families, providing trust, private foundation, estate, retirement and agency account administration; coordination of income and estate tax planning; advisory services; and customized planning and analysis.

Previously, Jean was a financial manager at Lowry Hill, a comprehensive wealth management firm; a tax manager at Piper Trust Company; and a member of the tax practice at KPMG-Minneapolis.

Jean earned a Bachelors in Business Administration degree in Accounting, summa cum laude, from the University of Wisconsin–Eau Claire. A Certified Public Accountant, she is a member of the Minnesota Society of Certified Public Accountants and the Investment Adviser Association.

Jean lives in Ham Lake with her husband, Steve. They have three grown children, Rob, Kevin and Amy, two daughters-in-law, one son-in-law and three granddaughters. Jean loves to travel to Texas to visit Kevin and to places with interesting history. She also loves to read fiction, ride bike and hang out at her cabin. When she retires, she plans to attend law school for fun but no credit.

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Jim Tatera, CFA®

Managing Director and Chief Investment Officer

Jim is a Managing Director and Chief Investment Officer of Marquette Wealth Management. He serves as Chairman of the firm's Investment Committee. Read Jim Tatera‘s full biography +

In this role, he provides comprehensive perspective on asset allocation, investment and risk management, investment due diligence and selection. He develops portfolio strategies, provides proactive advice and constructs asset allocation strategies to achieve short and long-term complex investment and financial objectives. Jim works closely with the firm’s Relationship Managers in achieving the best customized solutions for a variety of clients. Jim’s inquisitive and inclusive approach encourages transparency, idea generation, respectful debate, and informed decision making.

With over 30 years of diverse investment leadership experience, Jim has guided successful achievement of long-term strategic investment goals for complex portfolios and organizations, both as an investment advisor and portfolio manager. Prior to joining Marquette Wealth Management, Jim was Managing Director of Investments at Fiduciary Counselling, Inc., a complex single family office with over 300 clients where he led a four person team in implementing a comprehensive investment program for taxable and tax-exempt clients.

Jim is a Chartered Financial Analyst (CFA®) charter holder and a member of the CFA Institute® and the CFA Society® Minnesota. He earned his Master of Business Administration and Bachelor of Business Administration both from the University of Wisconsin – Madison where he was a member of the Applied Security Analysis Program.

Jim lives in Eagan with his wife Jane where they spend their free time with their adult children and multiple grand kids. A long time participant, coach and spectator of a variety of sports, Jim is committed to helping develop the athletic pursuits of the next generation.

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Abbey Spoo, CFP®

Managing Director

Managing Director at Marquette Wealth Management specializing in wealth management strategies and comprehensive financial planning for affluent individuals and families. Read Abbey Spoo‘s full biography +

With more than 15 years of experience in the financial services industry, she focuses on designing and implementing goal-based, tax-efficient investment and planning strategies to help clients achieve their unique goals. She ensures they receive customized wealth management services including trust, private foundation, estate, retirement and agency account administration; coordination of income and estate tax planning; advisory services; and customized planning and analysis.

Abbey earned a Bachelor of Science degree in Psychology from the College of Saint Benedict in St. Joseph Minnesota. Abbey also earned the Certified Financial Planner (CFP®) designation to further her professional development and help her serve clients in a comprehensive manner.

Previously Abbey had been a Senior Investment Consultant at Allodium Investment Consultants and a Portfolio Manager at the Somerset Group, LLC both local Registered Investment Advisors.

Abbey lives in Golden Valley. She enjoys running, biking, and spending time at her family’s cabin in northern Wisconsin with her dog Pippen.

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Dale Skogstad, CFA®, CFP®

Senior Vice President

(612) 661-3727
Dale is a Senior Vice President and Relationship Manager at Marquette Wealth Management focused on designing and implementing custom strategies to help clients meet their short and long-term goals. Read Dale Skogstad‘s full biography +

Dale is a Senior Vice President and Relationship Manager at Marquette Wealth Management focused on designing and implementing custom strategies to help clients meet their short and long-term goals.

Prior to joining Marquette, Dale was a Senior Wealth Advisor at CLA Wealth Advisors, LLC a national CPA affiliated Registered Investment Advisory firm.  There he provided clients with financial planning, investment management, tax planning, risk management and estate planning services.  Before CLA, Dale was a Regional Director with Dimensional Fund Advisors, a global investment management firm where he helped lead client service and business development efforts in the Southeastern US.

Dale earned Bachelor of Business Administration degrees in Finance and Economics from the University of Wisconsin Eau Claire.  He is a CFA® Charterholder and a member of the CFA Institute and CFA Society Minnesota.  Dale has also earned the Certified Financial Planner ® designation to help serve clients in a comprehensive manner.

He lives in Minneapolis and is an avid golfer who also enjoys traveling, trying new restaurants, attending local sporting events and spending time with friends and family.

 

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Mary Olson

Vice President

Vice President responsible for trading and ensuring the accuracy of investment and financial transactions. Read Mary Olson‘s full biography +

Mary is a Vice President at Marquette Wealth Management. She is responsible for trading and ensuring the accuracy of investment and financial transactions engaged in for our clients. Before joining the firm in 2006, Mary was a senior client service manager with Atlantic Trust, a boutique advisory firm in Boston.

Additionally, Mary has several years of wealth management experience with Scudder Private Investment Counsel and with Mellon Private Asset Management in Boston. She earned a bachelor’s degree in Business Administration, cum laude, from Boston University.

Mary lives in Andover with her husband Jeremy and their Elementary school children Maeve and Emmet.  They love to travel together, and they go to Bonita Springs in Florida each year as well as taking an annual trip to see Mary’s family in Ireland, where she was born and raised.

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Kristy Thom

Operations Specialist

Operations Specialist who provides support to the Chief Compliance Officer, management group and staff. Read Kristy Thom‘s full biography +

Kristy is an Operations Specialist at Marquette Wealth Management. She works directly with the management team and the Chief Compliance Officer to ensure the firm’s operational and compliance requirements are met. Kristy participates in internal audits & outside regulatory reviews, assists in the development and implementation of business continuity plans and operating procedures based on regulatory guidelines. She supports the management group and staff in preparing monthly reports regarding regulated activities. She serves as a liaison in conjunction with the CCO to service providers, vendors and partners of the firm. Under the instruction of the CCO, she participates in most firm initiatives to ensure activities are performed in accordance with regulations, policies and procedures.

Kristy earned her bachelor’s degree from National American University in Roseville, Minnesota, majoring in Business Management. Kristy is a St. Paul native; she likes to spend summer weekends at her family’s cabin and during winter, prefers beach vacations with friends and family. Kristy enjoys creating art and walking her young, energetic dog around St. Paul lakes.

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John Michael Sarabia

Senior Client Service Associate

(612) 661-3784
John Michael is a Senior Client Service Associate at Marquette Wealth Management, providing financial planning support to Marquette’s Client Relationship Managers. Read John Michael Sarabia‘s full biography +

John Michael is a Senior Client Service Associate at Marquette Wealth Management, providing financial planning support to Marquette’s Client Relationship Managers.

Previously John worked as a licensed financial professional at AXA Advisors and as a licensed Para-planner at Constellation Wealth Group, a financial planning practice within Ameriprise Financial.

John earned his Bachelor of Arts degree in Accounting and Finance from Saint John’s University in 2011, spending four years as a member of the Saint John’s University Swim Team and Water Polo club team.  John was also a member of the Saint John’s Chamber Choir.

Living in Saint Louis Park, John enjoys a healthy and active lifestyle.  When John is not running around the lakes or at the gym, you’ll see him at Minnesota Viking football and Minnesota United Soccer games with his friends and family.

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Laura Dahlgren

Client Service Associate

Client Service Associate who provides administrative support to the Client Relationship Managers. Read Laura Dahlgren ‘s full biography +

Laura is a client service associate at Marquette Wealth Management. She provides administrative support for the client service professionals. She assists with account processing; maintains schedules, client information, and files; organizes client meetings; and assists clients with various needs. Laura earned her bachelor’s degree in Education from Augsburg College.

Laura lives in Maple Grove with her husband, Brett.  They have two college-age children, Anna and Kaitlyn.  Laura loves to spend time with her family.  She also enjoys boating, hiking, travelling, cooking and reading.

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Justine Legut

Client Service Associate

(612) 661-3746
Client Service Associate who provides administrative support to the Client Relationship Managers. Read Justine Legut‘s full biography +

Justine is a Client Service Associate at Marquette Wealth Management, providing administrative support to the Client Relationship Managers. She assists with account set up, maintenance, client communication, and internal reporting. Justine earned her Bachelor of Arts degree in Business Management from Augsburg College in 2017, where she also spent two years playing for the Women’s Volleyball Team. She recently moved back to Minneapolis from Saint Paul, with her dog Delilah. Justine enjoys being outside, often exploring the many parks and lakes that Minneapolis has to offer with her dog.

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