Tina Licari, CFP®, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

651-228-6929
Email | |

Charles Athmann

Registered Client 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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Wealth Management Consultant


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Director of Wealth Strategies


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Wealth Planning Consultant


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Divisional Retirement Consultant