Image of Dan Brooks

Dan Brooks

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

612-371-2396
Email |
Image of Bill Kohn

Bill Kohn, AIF®

Senior Vice President - Branch Director

651-430-5504
Email |

Joseph Young, CFP®

Associate Vice President, Senior Financial Associate

612-371-2249
Image of Simon Sagissor

Simon Sagissor

Client Associate

651-430-5555
Image of Alec Wahlin

Alec Wahlin

Registered Client Associate

612-313-1299
Image of Anna Walth

Anna Walth

Client Associate

612-371-7653

Our team

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

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields