Broker Check

Meet the Team

Valerie Thomas, CTFA®

Valerie Thomas, CTFA®

Managing DIrector and Chief Client Experience Officer

612-661-3727

Mary Olson

Mary Olson

Senior Vice President

612-661-3722

Jordan Elling, CFP®

Jordan Elling, CFP®

Vice President, Wealth Advisor

612-661-3754

Laura Dahlgren

Laura Dahlgren

Client Service Associate

612-661-3078

Jackie Mohr, FPQP™

Jackie Mohr, FPQP™

Client Service Associate

612-661-3746

Wyatt Rudolf

Wyatt Rudolf

Investment Associate

612-661-3748