Joy Sheets

Joy Sheets, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

507-536-2020
Jenn Laitinen

Jennifer Laitinen, CRPC®

Vice President - Financial Advisor

507-536-2009
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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Echelon Wealth Strategist


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Director of Wealth Strategies


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Senior Portfolio Advisor


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Trust Consultant


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Wealth Planning Associate


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