Learn more about our dedicated team of professionals. Daniel Steichen JD, CFP®, 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 Marissa Poissant, CFP® Financial Advisor (952) 955-9781 Marissa.Poissant@personalwealthpartners.com Michael Poissant, CFP® Financial Advisor (952) 955-9781 Mike.Poissant@personalwealthpartners.com Gary Ryberg, CFP®, MBA Financial Advisor (701) 864-3815 Gary.Ryberg@personalwealthpartners.com George Woychik, CFP® Financial Advisor (715) 425-2408 George.Woychik@lpl.com Matthew Quinn Financial Advisor (715) 425-2408 Matthew.Quinn@lpl.com Brad Heideman Portfolio Manager Assistant (952) 955-9781 Brad.Heideman@PersonalWealthPartners.com Ruth Miller Compliance Manager (952) 955-9781 ruth.miller@personalwealthpartners.com Marie Marden Operations / Client Services Associate (952) 955-9781 marie.marden@personalwealthpartners.com Amy Kemper Paraplanner (952) 955-9781 amy.kemper@personalwealthpartners.com Brittany Traub Paraplanner 952-955-9781 Brittany.Traub@personalwealthpartners.com Steve Schoeder Paraplanner 715-425-2408 Steve.Schoeder@personalwealthpartners.com Marchel Lea Client Services Associate (952) 955-9781 marchel.lea@personalwealthpartners.com Karen Brown Client Services/Marketing Associate (952) 955-9781 karen.brown@personalwealthpartners.com Carrie Cecere Client Services Associate (952) 955-9781 carrie.cecere@personalwealthpartners.com Trevor Hopkins Client Services Associate (952) 955-9781 Trevor.Hopkins@personalwealthpartners.com Joyce Hess Client Services Associate (701) 864-3815 joyce.hess@personalwealthpartners.com
