Broker Check

Bloomington Office

Daniel Steichen JD, CFP®, CPA (Inactive), MS Taxation

Principal and Founder

(952) 955-9781

[email protected]

Daniel E. Steichen is principal and founder of Personal Wealth Partners, LLC. After 17 years with leading financial industry and accounting firms, Dan co-founded Pakola, Steichen & Company, LLP in 1995, continuing to advise high-wealth...

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Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS

Financial Advisor

(952) 955-9781

[email protected]

Sue became part of the Personal Wealth Partners team in 2012. She has 35 years of experience serving the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized asset management...

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Marissa Poissant, CFP®

Financial Advisor

(952) 955-9781

[email protected]

Marissa Poissant joined Personal Wealth Partners and LPL Financial in December 2017. Marissa began her financial services career in 2002, working with her father Steve Klaers while attending the University of Saint Thomas. She joined...

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Michael Poissant, CFP®

Financial Advisor

(952) 955-9781

[email protected]

Mike Poissant joined Personal Wealth Partners and LPL Financial in December 2017. Mike began his financial services career in 1999, joined his prior firm Integrity Wealth Management in 2008 and earned his CERTIFIED FINANCIAL...

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Karen Brown

Administrative Assistant

(952) 955-9781

karen.bro[email protected]

Karen joined Personal Wealth Partners in 2016 and has over 10 years of experience working in the financial planning industry. Prior to joining PWP, she worked as a Financial Advisor Assistant and was a licensed Investment Advisor...

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Courtney Hagberg

Project Manager

(952) 955-9781

[email protected]

Courtney joined Personal Wealth Partners in 2014, bringing 15 years of experience in the financial services industry. Her various roles have encompassed several responsibilities although she has primarily focused on client service,...

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Brad Heideman

Portfolio Manager Assistant

(952) 955-9781

[email protected]

Brad joined Personal Wealth Partners in July of 2015 with 8 years in the financial services industry. His experience includes investment analysis, trading, reporting, and cash management. As Portfolio Manager, Brad is responsible for...

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Amy Kemper

Paraplanner

(952) 955-9781

[email protected]

Amy joined Personal Wealth Partners in 2014. Her industry experience over the past 20 years includes banking, tax, QuickBooks consulting, and financial planning. Amy’s goal is to provide a friendly, accessible, and seamless...

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Marie Marden

Administrative Assistant

(952) 955-9781

[email protected]

Marie has been an integral part of the Personal Wealth Partners team since 2012. Prior to joining PWP, Marie worked as a payroll specialist for a financing firm run. She is a valued asset in the day-to-day operations of the office...

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Carrie Cecere

Administrative Assistant

(952) 955-9781

[email protected]

Prior to joining Personal Wealth Partners, Carrie was the Customer Service Manager for a mid-sized manufacturing company and has almost twenty years of customer service experience. She is passionate about helping people, solving...
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Marchel Lea

Administrative Assistant

(952) 955-9781

[email protected]

Prior to joining Personal Wealth Partners, Marchel worked with another LPL Financial office for fourteen years. She greatly values being a a resource to individuals and families as they manage their financial landscape. Marchel finds...
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