Learn more about our dedicated team of professionals. Daniel Steichen JD, CFP®, CPA (Inactive), MS Taxation Principal and Founder (952) 955-9781 [email protected] Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS Financial Advisor (952) 955-9781 [email protected] Marissa Poissant, CFP® Financial Advisor (952) 955-9781 [email protected] Michael Poissant, CFP® Financial Advisor (952) 955-9781 [email protected] Gary Ryberg, CFP®, MBA Financial Advisor (701) 864-3815 [email protected] George Woychik, CFP® Financial Advisor (715) 425-2408 [email protected] Matthew Quinn Financial Advisor (715) 425-2408 [email protected] Brad Heideman Portfolio Manager Assistant (952) 955-9781 [email protected] Amy Kemper Paraplanner (952) 955-9781 [email protected] Marchel Lea Client Services Associate (952) 955-9781 [email protected] Marie Marden Operations / Client Services Associate (952) 955-9781 [email protected] Carrie Cecere Client Services Associate (952) 955-9781 [email protected] Karen Brown Client Services Associate (952) 955-9781 [email protected] Heidi Mueller Client Services Associate (715) 425-2408 [email protected] Joyce Hess Client Services Associate (701) 864-3815 [email protected] Ruth Miller Compliance Manager (952) 955-9781 [email protected]
