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 Jodi Manning Operations Specialist Amanda Marquardt Administrative Assistant Sarah Meland Office Assistant Sam Schroeder 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
