Transcend Wealth Solutions Group

Andrew Shermoen, AWM

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

952-838-7007

Email |

Gregory Witt, AWM

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

952-838-7052

Michael Stellmaker, AWM

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

218-728-8429

Jess Troyak

Senior Vice President - Branch Director, Consulting Group

952-838-8184

Email |

Curtis Carstens, AWM

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

952-838-7015

Email |

Cory Jackson, CFA®, MBA

Associate, Business Senior

952-838-7071

Tim Gould

Senior Vice President - Financial Advisor

952-838-7018

Veronica Peters

Senior Client Associate

952-838-8181

Justin Hamilton

Investment Associate

952-838-8114

Terri Lyons

Senior Branch Service Manager

952-838-7061

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

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.

Bill Ringham

Director of Wealth Strategies

Bill serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Griffin Geisler

Wealth Strategist

Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Grace Cramond

Credit Consultant

Grace works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. She accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.