Charles Langowski

PRINCIPAL & CEO
612-230-3008

Industry experience: More than 20 years    

Fun fact: One of my favorite things is enjoying a beautiful sunset on the lake with my family.

CERTIFICATIONS & EDUCATION

  • MBA, University of Minnesota
  • BS—Finance, Moorhead State University

Dan Schroeder, QKA, QPFC

PRINCIPAL & DIRECTOR OF RETIREMENT PLAN CONSULTING
612-230-3003

Industry experience: More than 20 years    

Fun fact: I was the president of a youth hockey association and can't skate.

CERTIFICATIONS & EDUCATION

  • Qualified 401(k) Administrator (QKA)
  • Qualified Plan Financial Consultant (QPFC)
  • BA—Math Education, University of Northern Iowa 

Justin Dorsey, J.D.

612-230-3009

Industry experience: More than 20 years    

Fun fact: I drove an over-the-road semi-truck as a job one summer.

CERTIFICATIONS & EDUCATION

  • J.D., University of Minnesota
  • BA—History, University of Minnesota

Patrick Larson, CFA

PRINCIPAL, DIRECTOR OF INSTITUTIONAL INVESTMENT MANAGEMENT
612-230-3011

Industry experience: More than 20 years     

Fun fact: My favorite travel destination is Maui, Hawaii and I'm an occasional surfer.

CERTIFICATIONS & EDUCATION

  • Chartered Financial Analyst® (CFA)
  • MBA, University of St. Thomas

Brad Tollander, CFA

SENIOR INVESTMENT CONSULTANT
612-230-3022

Industry experience: More than 20 years

Fun fact: I’m an avid musky fisherman, plus a huge fan of the Green Bay Packers and my daughter’s high school/club volleyball teams.

CERTIFICATIONS & EDUCATION

  • Chartered Financial Analyst (CFA)
  • BA—Finance Management, University of Minnesota

Brian Knapp

SENIOR FIXED INCOME ANALYST

Industry experience: More than 20 years

Fun fact: My grandfather was born during the Civil War.

CERTIFICATIONS & EDUCATION

  • BS—Business Administration, Bemidji State University

Chad Rice, CFA

DIRECTOR OF RETIREMENT INVESTMENT STRATEGIES & SENIOR PORTFOLIO MANAGER
612-230-6942

Industry experience: More than 20 years

Fun fact: After many years of intense training and competition, I achieved a black belt in martial arts. 

CERTIFICATIONS & EDUCATION

  • Chartered Financial Analyst® (CFA)
  • MS – Business: Finance, Investment and Banking, University of Wisconsin - Madison
  • BS – Medical Technology, Clinical Laboratory Science, University of Wisconsin - Stevens Point

Cindi Bruns

DIRECTOR OF OPERATIONS
612-230-3023

Industry experience: More than 20 years    

Fun fact: I love going to movies and flea markets, plus doing trash-to-treasure crafts.

David Walker, CFA

FIXED INCOME ANALYST & TRADER

Industry experience: Since 2019

Fun fact: I was a member of the Augsburg Men's Golf Team for four years.

CERTIFICATIONS & EDUCATION

  • BA - Accounting and Finance, Augsburg University
  • Chartered Financial Analyst® (CFA)

Dean Miller

SENIOR MARKET DEVELOPMENT MANAGER, INSTITUTIONAL PRODUCTS
612-230-6940

Industry experience: More than 20 years    

Fun fact: I enjoy traveling with my wife and am a fan of Golden Gopher basketball and golf.

CERTIFICATIONS & EDUCATION

  • BS—Business, St. Cloud State University