Wealth Management
Meet a Team Member: Josh Rapp
Josh recently joined our Bloomington, MN office as a Retirement Plan Advisor for the wealth management team. Josh has more than 15 years of experience in the retirement plan industry. He has deep technical background surrounding plan administration, vendor management, sales, and working with retirement plan consultants and plan sponsors. Why did you chose this […]
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Wealth Management Quarterly Update – October 2018
View the October 2018 Quarterly Market Update Here For more information contact our Wealth Management team.
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Dancing with Our Stars: Adam Heathcote
Last month, over 600 people gathered at the College of St. Benedict to support the Women’s Fund of Central Minnesota’s dance competition, Dancing with Our Stars. The dancers raised over $110,000 for their charities of choice with an additional $39,000 given to organizations from the Women’s Fund for a grand total of $151,949 going to […]
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What We’re Reading
Our wealth management team enjoys spending some of their down time reading all types of literature. Here are a few things they are currently reading: Nick Tilli: Sapiens: A Brief History of Humankind by Yuval Noah Harari. While not finished, I am really enjoying the book Sapiens. It is a very well-constructed book about the […]
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Meet a Team Member: Derek Hoyt
Derek works in our Bloomington, MN office as the Chief Investment Officer for the wealth management team. He oversees the development, management, communication and operational implementation of the various investment strategies, providing a breadth of portfolio and model offerings which advisors can use in the execution of their clients’ investment plans, goals and preferences. What […]
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Wealth Management Quarterly Update – July 2018
The stock market has had somewhat of a volatile disposition this year, acting excitedly at times and anxiously at others; occasionally in the same day. Though many factors are no doubt promotive of this dynamic, likely the most considerable is the shift in the Federal Reserve’s (Fed) policy perspective.
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Passing Down the Family Cabin
The family cabin often holds many memories and nostalgia, especially for multi-generational families, and for some for whom a cabin was the only “vacation” spot they ever knew.
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Meet a Team Member: Lori Buettner
Lori works in our St. Cloud, MN office as a Client Care Specialist for the wealth management team. She assists with client requests and helps the advisors to coordinate and prepare for client meetings and follows through with any paperwork that needs to be processed to ensure it is completely accurately. What is your favorite […]
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Meet an Advisor: Ted Nahas
Meet an Advisor: Ted Nahas Ted is a wealth advisor in our Des Moines, IA office. We recently caught up with him to hear his advice for others starting out in their careers and to get his take on what character traits he admires in others. What career advice would you give to someone who […]
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Wealth Management Quarterly Update – April 2018
View the April 2018 Quarterly Market Update Here For more information contact our Wealth Management team.
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