BlueStem Wealth Partners

BlueStem Wealth Partners

Financial Life Planning and Investment Management

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  • About
    • Our Team
    • Planning Approach
    • Clients We Serve
  • Expertise
    • Financial Life Planning
    • Investment Management
  • Prospective Clients
  • Insights
    • BlueStem Video Library
  • Contact Us
  • Access My Account
  • Schwab Alliance
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Leadership

Jill Lawrence

Jill Lawrence is a CERTIFIED FINANCIAL PLANNER® and the Chief Executive Officer of BlueStem Wealth Partners, with over 27 years of financial advisory experience. At BlueStem Wealth Partners, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Jill and her husband of 25+ years and their two children live in Mound, Minnesota where they are avid sports fans, enjoy the outdoors, and play an active role in serving their community and various nonprofit organizations. She also enjoys providing people with opportunities to grow and learn through personal development workshops and seminars focused on improving their financial life.

Scott Marquardt

Scott Marquardt is a CERTIFIED FINANCIAL PLANNER® with BlueStem Wealth Partners, with over 18 years of financial advisory experience. At BlueStem Wealth Partners, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Scott and his wife Amanda enjoy spending time with their three children, Cade, Addi and Jaxon. They spend a lot of time at the baseball/softball fields, ice arenas, basketball courts, football fields and volleyball courts watching their kids compete. Scott has enjoyed being involved in several Litchfield community organizations: serving on the boards for Litchfield Watercade, and treasurer for the Litchfield Hockey Association in the past. He currently serves on the Kiwanis Board of Directors, and is the President of the Litchfield Youth Baseball Association as well as coaching several teams.

Mary Jo Kohman

Mary Jo Kohman is a CERTIFIED FINANCIAL PLANNER® and the Chief Operating Officer of BlueStem Wealth Partners, with over 33 years of financial advisory experience. At BlueStem Wealth Partners, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Mary Jo is a single mom and enjoys spending time with her son, Mitchell, and her daughter, Mikaylee. They love spending time at their cabin in Northern Minnesota, enjoying bonfires, being on the water fishing, and boating. They value time spent with family and close friends, as well as walking their two dogs, Bella (Red Lab) and Sky (Husky).

Mindy Reid

Mindy Reid is a CERTIFIED FINANCIAL PLANNER® with BlueStem Wealth Partners, with over 26 years of financial advisory experience. At BlueStem Wealth Partners, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Mindy and her husband value spending time with their son, Jackson, and their daughter, Lily. They also value spending time with their extended families and friends and in helping at local charities. Mindy finds great joy in teaching students at Wayzata High School; educating them in the career search process and independent money management.

Joel McCann

Joel McCann is a Chartered Retirement Planning CounselorTM with BlueStem Wealth Partners, with over 12 years of financial services experience. At BlueStem Wealth Partners, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Joel values spending time with his family and serving the community. He enjoys traveling with his wife and children, boating, snowmobiling and woodworking. He remains active by playing basketball, softball and golf. He is also a member of the Litchfield Kiwanis club and served as a past president and current board member.

Jason Dreger

Jason Dreger is a Chartered Retirement Planning CounselorTM with BlueStem Wealth Partners, with over 25 years of financial advisory experience. At BlueStem Wealth Partners, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Jason and his wife of 20+ years and their three children live in Delano, Minnesota where they are avid sports fans, enjoy the outdoors, and play an active role in serving their community and various nonprofit organizations.

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