Our Team Educated. Experienced. Equipped. Leadership & Financial Advisors Jill Lawrence CFP®, CLTC®, CKA®, BFA™ Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ | Chief Executive Officer | Managing Partner Scott Marquardt CFP®, BFA™, APMA™, CKA® Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ | Managing Partner Mary Jo Kohman CFP®, BFA™, ChFC®, CMFC™, APMA™ Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | Chief Operating Officer of BlueStem Wealth Partners Mindy Reid CFP®, BFA™, CRPC™, APMA™, CKA®, CLTC® Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ Joel McCann BFA™, CRPC™, APMA™ Financial Advisor | Investment Specialist Jason Dreger CRPC™, APMA™, BFA™ Financial Advisor | Chartered Retirement Planning Counselor™ Kevin Max ChFC® Financial Advisor | Chartered Financial Consultant® John Max APMA™, BFA™ Financial Advisor Barbara Mahr CFP®, BFA™, APMA™ Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Nancy Sandin CRPC®, BFA™ Financial Advisor | Chartered Retirement Planning Counselor™ Stephanie Sutton CFP® Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Luke DeBenedetto CFP®, CRPC™, BFA™ Financial Advisor | CERTIFIED FINANCIAL PLANNER™ Aaron Seiffert Financial Advisor Matthew Smith Financial Advisor Our Team Missy Baalson Operations Specialist Ross Brouwer APMA Investment Specialist | Operations Manager Jim Bruggers APMA™ Strategic Thought Leader Heather Case Client Service Specialist Heather Fears BFA™ Lead Financial Planning Specialist Melissa Granlund BFA™ Paraplanner Mike Helland Business Development Director, Marketing Manager Crescent Hoffman BFA™ Paraplanner / Trader Marissa Judes Financial Planning Specialist Heather Lease Financial Planning Assistant Colin Lord Office Assistant Jodi Manning Operations Specialist Amanda Marquardt Administrative Assistant Sarah Meland Office Assistant Sam Schroeder Marketing / Client Service Specialist Jackie Torborg Financial Planning Specialist Becky Tuominen Lead Financial Planning Specialist Rachael Van Gorkom Financial Planning Specialist Brandon Westphal Client Relationship Manager
