Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Minneapolis

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Jon Kennedy, CFP®, MSFS

Sr. Wealth Advisor

Nancy Hughes - Sr. Wealth Advisor

Nancy Hughes, CFP®, CAP®

Sr. Wealth Advisor

Lucas Schwaller

Lucas Schwaller, CTFA®, CES®

Sr. Vice President

Minneapolis, Bloomington, Onalaska, Green Bay, Madison, Schaumburg, Chicago

Cailin Johnson - Financial Planner

Cailin Johnson

Financial Planner

Colin Watkins - Director, Financial Planning

Colin Watkins, CFP®

Director, Financial Planning

Madeline Longo - Sr. Financial Planner

Madeline Longo, CFP®

Sr. Financial Planner

Mark Pletts - Sr. Wealth Advisor

Mark Pletts

Sr. Wealth Advisor

BENJAMIN SJODIN Sr Client Service Specialist

Benjamin Sjodin

Sr. Client Service Specialist

Mary Mortensen - Client Service Specialist

Mary Mortensen

Client Service Specialist

Sydney Shearer - Manager, Client Services

Sydney Shearer

Manager, Client Services

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