Dan Brooks

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

612-371-2396
Email |

Bill Kohn, AIF®

Vice President - Branch Director

651-430-5504
Email |

Joseph Young, CFP®

Associate Vice President, Senior Financial Associate

612-371-2249

Jude Hull, CPFA®

Investment Associate

612-371-7653

Kelsey George

Senior Registered Client Associate

612-313-1299

Gina Peyer

Senior Client Associate

651-430-5515

Our team

This team of dedicated professionals provides clients with an experienced, multi-disciplined resource for financial success.

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