Wayzata, MN Office

Randall A Green, CIMA®

President

PIM Portfolio Manager

Senior Wealth Advisor

Fred LeGrand, CFP®

Managing Principal

First Vice President

Wealth Advisor

Michael Wolke, CMFC®

Managing Principal

Senior Financial Advisor

Kevin Winters

Senior Wealth Advisor

Managing Director

James M Lukanich

Managing Director

James Ysebaert

First Vice President

PIM Portfolio Manager

Senior Wealth Advisor

Riley Howard, CFP®

First Vice President

PIM Portfolio Manager

Wealth Advisor

Brian Grahek, CFP®

Vice President

Wealth Advisor

David A Stepanek

Vice President

Wealth Advisor

Lance Steinke, CRPC®, CFP®

Vice President

Wealth Advisor

Mark Pehrson, CFP®

Vice President

Senior Wealth Advisor

Jesse Hed

Senior Wealth Advisor

Managing Director

Opher M Shallom

Senior Wealth Advisor

Managing Director

Larry R Olson

Senior Wealth Advisor

Conor N Hentges

Financial Advisor

Megan L Butterfield

Registered Client Service Manager

Operations Manager

Ann Yantes

Senior Registered Client Associate

Tami Carlock

Registered Client Associate

Lori Fitzpatrick

Registered Client Associate

Phil Wagener

Registered Client Associate

Andrea Wilson

Client Associate