Industry experience: More than 20 years    

Fun fact: One of my favorite things is enjoying a beautiful sunset on the lake with my family.

CERTIFICATIONS & EDUCATION

• MBA, University of Minnesota
• BS—Finance, Moorhead State University

Industry experience: More than 20 years    

Fun fact: I was the president of a youth hockey association and can't skate.

CERTIFICATIONS & EDUCATION

• Qualified 401(k) Administrator (QKA)
• Qualified Plan Financial Consultant (QPFC)
• BA—Math Education, University of Northern Iowa 

Industry experience: More than 20 years     

Fun fact: My favorite travel destination is Maui, Hawaii and I'm an occasional surfer.

CERTIFICATIONS & EDUCATION

• Chartered Financial Analyst® (CFA)
• MBA, University of St. Thomas

Coming soon...

Industry experience: More than 20 years

Fun fact: I’m an avid musky fisherman, plus a huge fan of the Green Bay Packers and my daughter’s high school/club volleyball teams.

CERTIFICATIONS & EDUCATION

• Chartered Financial Analyst (CFA)
• BA—Finance Management, University of Minnesota

Industry experience: More than 20 years

Fun fact: My grandfather was born during the Civil War.

CERTIFICATIONS & EDUCATION

• BS—Business Administration, Bemidji State University

Industry experience: More than 20 years

Fun fact: After many years of intense training and competition, I achieved a black belt in martial arts. 

CERTIFICATIONS & EDUCATION

• Chartered Financial Analyst® (CFA)
• MS – Business: Finance, Investment and Banking, University of Wisconsin - Madison
• BS – Medical Technology, Clinical Laboratory Science, University of Wisconsin - Stevens Point

Industry experience: More than 20 years    

Fun fact: I love going to movies and flea markets, plus doing trash-to-treasure crafts.

Industry experience: Since 2019

Fun fact: I was a member of the Augsburg Men's Golf Team for four years.

CERTIFICATIONS & EDUCATION

• BA - Accounting and Finance, Augsburg University
• Chartered Financial Analyst® (CFA)

Coming soon...

Financial services experience: Since 2003    

Fun fact: I enjoy running around Minneapolis lakes.

CERTIFICATIONS & EDUCATION

• Chartered Financial Analyst® (CFA)
• MBA, University of Minnesota
• BS—Business, University of Kansas

Industry Experience: Since 1996

Fun Fact: Jay runs a 40-acre family hobby farm with dairy cows, chickens, bees, and orchards!

CERTIFICATIONS & EDUCATION

• Graduated from Hamline University