We are proud to serve the following Minnesota locations.

Minnesota
Minneapolis Office
4450 Excelsior Blvd, Suite 460
St. Louis Park, MN 55416
Recognized for its friendly community and thriving arts scene, Minneapolis aligns with our commitment to understand your unique financial vision. Similar to its interconnected lakes, we aim for seamless integration of your goals in our financial landscape.
Meet Our Minnesota Team
Erika Wood
AIF®, RICP®, CFP®
Executive Director of Planning
Richard Bjorklund
Insurance Advisor
Tom Hannon
CFP®
Managing Advisor
Veronica Germann
Client Engagement Associate
Jacki Kolkman
CFP®