image of Dan Hocking

Dan Hocking

Senior Vice President - Financial Advisor, Consulting Group

651-228-6931
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image of Charlie Athmann

Charles Athmann, APP, CPFA®

Investment Associate

651-228-6948

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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Director of Wealth Strategies


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Echelon Wealth Strategist


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Wealth Strategist


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Senior Vice President, Director of Portfolio Advisory Group


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Wealth Management Consultant


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