Click on the advisor you would like to meet with. If you usually meet with more than one advisor, click on your primary advisor and the option to meet with multiple people will become available. If you need to speak with an advisor in less than 7 days, or have any questions, please call us — (952) 544-9818.

Meet with Steve Lear

Meet with Andy Fishman

Meet with Kyle Berg

Meet with Kyle Berg

Meet with Dan Lear

Meet with Marc Usem

Meet with Marc Usem

Meet with Brendan Halleron

Meet with Brendan Halleron

Meet with Chris Johnson

Meet with Michael Fishman