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. During his tenure of advising clients and managing portfolios, Dan has achieved numerous awards for high levels of client service. Recently, he was named as one of Minnesota's top 30 Wealth Advisors by The Minneapolis and St. Paul Business Journal.

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, Dan 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

Vice President - Branch Director, Private Client Group

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

Bill has been in the financial services industry since 2000. Bill focuses on individual portfolio management, as well as providing comprehensive services for corporate retirement plan sponsors. His knowledge of retirement planning strategies and plan design options ensures that our individual and corporate clients have 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", Bill was a captain of the Gopher Hockey team and a member of the WCHA All-Academic Team. Bill currently sits on the board of the Stillwater Area Foundation and Stillwater Youth Hockey Association.

Bill and his wife Lindsay, live in Stillwater with their twin boys Jonas and Nolan.

Joe Young

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 the highest level of communication and personal attention to each of our clients. Joe focuses on developing personalized retirement/financial plans and implementing strategies to ensure our clients are on track to meet their goals. He prides himself on his dedication to the group and continued effort to build personal relationships with each client.

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

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 the highest quality of service to our clients. Kelsey graduated from the University of St. Thomas with a degree in financial management.

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 in 2008 where part of their group is currently located. Gina has been recognized continuously during her 12 years of service with the company for providing an exceptional client experience, receiving the ‘Award of Excellence’ in both 2011, 2014 and 2018.

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

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