Learn more about our dedicated team of professionals. Staff Daniel Steichen JD, CPA (Inactive), MS Taxation Principal and Founder (952) 955-9781 Dan.Steichen@personalwealthpartners.com Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS Financial Advisor (952) 955-9781 sue.isaacson@personalwealthpartners.com George Woychik Relationship Coordinator 715-425-2408 Brad Heideman Portfolio Manager Assistant (952) 955-9781 Brad.Heideman@PersonalWealthPartners.com Trevor Hopkins Portfolio Allocation & Trading Assistant (952) 955-9781 Trevor.Hopkins@personalwealthpartners.com Brian Neal, AAMS® Financial Advisor 952-955-9781 Brian James Financial Advisor 952-955-9781 Ben Streeter Financial Advisor 952-955-9781 Tom Knippa, MBA, CFP® Financial Advisor 715-425-2408 Will Chrisman Financial Advisor 715-425-2408 Ruth Miller Compliance Manager (952) 955-9781 ruth.miller@personalwealthpartners.com Marie Marden Paraplanner (952) 955-9781 marie.marden@personalwealthpartners.com Amy Kemper Paraplanner (952) 955-9781 amy.kemper@personalwealthpartners.com Marchel Lea Paraplanner (952) 955-9781 marchel.lea@personalwealthpartners.com Karen Brown Client Care Coordinator (952) 955-9781 karen.brown@personalwealthpartners.com Taylor Lacey Paraplanner 715-425-2408 taylor.lacey@personalwealthpartners.com
