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Our Team

"Our goal is to deliver an exceptional level of service for every client by listening to objectives and developing clear strategies to help meet their financial goals."
 

Heather Croke

Heather Croke, CFP®, CPA

Managing Director, Private Wealth and Client Experience

Joann Koziol

Joann Koziol

Administrative Assistant

(218) 208-4000

(218) 208-4001

Collin Petersen

Collin Petersen, CIMA®

Investment Research Analyst

(651) 340-1691

Anna Pierce

Anna Pierce

Administrative Assistant

(218) 208-4000

(218) 208-4001

Greg Stalsberg

Greg Stalsberg CFA®, CAIA®

Chief Investment Officer

(651) 340-1691

(952) 352-9251

Tony Wilson

Tony Wilson, AWMA

Financial Planner

(218) 208-4000

Ryan Wahlund

Ryan Wahlund, JD, CPFA

Director of Retirement Plan Services

(651) 253-7735

(952) 352-9251

John Ryan

John Ryan CFP®, AIF®, AWMA

Senior Wealth Advisor, Partner

(218) 208-4000

(218) 208-4001

Meg Hastings

Meg Hastings

Vice President, Senior Client Relationship Manager

(612) 581-8552