Dan Brooks

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

612-371-2396
Email |
612-371-2722

Dan began his career as a financial consultant in 1993 when he joined Dain Bosworth Incorporated. He serves as the lead portfolio manager for our clients and has extensive knowledge of individual equities, money managers and mutual funds.

During his tenure of advising clients and managing portfolios, Dan has achieved numerous awards for high levels of client service. As a senior managing director, Dan maintains RBC Wealth Management’s highest financial advisor credential. Dan is also a member of the firm’s Institutional Consulting Group.

As draft pick of the St. Louis Blues, Dan attended the University of Denver on a hockey scholarship. After graduating with a degree in finance and marketing and earning WCHA All-Academic Team honors, he joined IBM Corp. as a Marketing Representative.

Dan and his wife, Marne, reside in Minneapolis where they spend their free time with their two daughters, Grace and Lucia, and volunteer for the Herb Brooks Foundation.

Bill Kohn, AIF®

Vice President - Branch Director, Private Client Group

651-430-5504
Email |
651-430-5501

Bill has been in the financial services industry since 2000. He focuses on individual portfolio management, as well as providing comprehensive services for corporate retirement plan sponsors.

Bill holds the AIF® designation (Accredited Investment Fiduciary) and has served as a member of RBC Wealth Management’s ERISA council. His knowledge of retirement planning strategies and plan design options provides our individual and corporate clients with a retirement plan tailored to meet their specific needs.

Bill graduated from the Carlson School of Business at the University of Minnesota with a degree in marketing. During his time at the “U,” he was a captain of the Gopher hockey team and a member of the WCHA All-Academic Team. Bill is actively involved in the Stillwater community, having served as a board member of the Stillwater Area Foundation and Stillwater Youth Hockey Association. He and his wife, Lindsay, have twin boys, Jonas and Nolan, and love spending time at their athletic events and at their family cabin.

Joseph Young, CFP®

Associate Vice President, Senior Financial Associate

612-371-2249
612-371-2722

Joe has been part of the financial services industry since 2005. He is a financial associate who provides a high level of communication and personal attention to each of our clients. Joe focuses on developing personalized retirement and financial plans, and implementing strategies to help our clients stay on track to meet their financial goals. He prides himself on his dedication to the group and continued effort to build personal relationships with each client.

Joe has earned the CERTIFIED FINANCIAL PLANNER™ certification. Although he is not required to hold this certification as a financial advisor at RBC Wealth Management, he chose to pursue it because he and the team believe the additional skills and expertise he gained will ultimately benefit all our clients. CERTIFIED FINANCIAL PLANNER™ professionals take extensive coursework and must pass a certification exam covering financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance topics.

Joe graduated from the University of St. Thomas with a degree in financial management.

Jude Hull

Financial Advisor

651-430-5502

Jude joined RBC Wealth Management in 2019. He works with our corporate clients to gather and maintain confidential information for their investment committee. Jude also conveys news and information of industry changes, while assisting in the implementation of plan enhancements such as Roth, auto enroll and auto increase to the plan sponsor.

He provides education to retirement plan participants to get them actively engaged with their retirement future, interacting on a 1-1 basis with plan participants in educational meetings to work towards planning for successful retirement readiness. Jude graduated from St. Olaf College with a degree with economics.

Previously, he worked for the National Hockey League as a production assistant in New York.

 

Kelsey George

Registered Client Associate

612-313-1299

Kelsey joined the Brooks & Kohn group as an intern in 2012. Prior to returning as a client associate in 2017, she grew her experience in the financial services industry working at Gradient Investments in Arden Hills and U.S. Bank in Minneapolis. Kelsey plays a key role in handling administrative duties and provides high quality service to our clients.

Kelsey graduated from the University of St. Thomas with a degree in financial management. She lives in Minneapolis and spends her free time coaching dance in Edina.

Gina Peyer

Senior Client Associate

651-430-5515
651-430-5501

Gina began her career with RBC Wealth Management’s Private Client Group as an intern in 2006. She went on to become one of the first client associates to help open their downtown Stillwater location, where part of their group is currently located, in 2008. During her 14 years of service with the company, Gina has been recognized continuously for providing an exceptional client experience, receiving the “Award of Excellence” in 2011, 2014 and 2018. She recently became the engagement chair for WE Steering Committee.

She joined the Brooks/Kohn Group in January 2015 and offers the group’s clients significant experience in a wide array of wealth management solutions. She serves as a point of contact for our clients, assisting them with daily inquiries and requests.

Gina graduated from the University of Wisconsin-Milwaukee with both a business and marketing degree. She currently resides in Hudson, Wisconsin, with her husband, their children and dog, Willow. Outside of work, Gina enjoys time with her family and friends, and is very active and involved in the Stillwater community.

Our team

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

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