Meet the team

 

We live by the Golden Rule, "Do unto others as you would have them do unto you".

With many years of diverse experience, our team provides wealth management services to families who've entrusted over $1 billion of investment assets to us. Offering an integrated team approach to providing superior client service, we are financial advocates, connecting our clients to the right people and resources.
 

Jackie Larson, AWM, CFP®, RICP®

Senior Vice President - Branch Director, Senior Consulting Group

952-476-3707
Email |

Tim Farley

Senior Vice President - Financial Advisor, Senior Consulting Group

952-476-3752
Email |

Jason Bowles, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

952-476-3709

Jeff Belstler, CFP®

Financial Advisor

952-476-3721
Email | |

William Kuehn, CFA

Associate Vice President - Financial Advisor

952-212-3166

Renee Lee

Associate Vice President, Senior Financial Associate

952-476-3772
Email |

Alyssa Hall

Senior Investment Associate

952-476-3711

Molly Maher

Client Associate

952-476-3712

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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