Jacob Fuerstneau, CFA
Financial services experience: Since 2003
Fun fact: I enjoy running around Minneapolis lakes.
CERTIFICATIONS & EDUCATION
- Chartered Financial Analyst® (CFA)
- MBA, University of Minnesota
- BS—Business, University of Kansas
Jay Thorp
Industry Experience: Since 1996
Fun Fact: Jay runs a 40-acre family hobby farm with dairy cows, chickens, bees, and orchards!
CERTIFICATIONS & EDUCATION
- Graduated from Hamline University
John Conway, ChFC®
Industry experience: More than 20 years
Fun fact: I am an avid downhill skier and compete in an annual, 50-hour trivia marathon.
CERTIFICATIONS & EDUCATION
- BA—Speech Communications, University of Minnesota
Julianna Mayall
Industry experience: Since 2019
Fun fact: I lived in New Zealand for 6 months.
CERTIFICATIONS & EDUCATION
- BA - Journalism and Mass Communications, Drake University
- Certificate in Principles of Public Relations, Universal Accreditation Board
Kristen Kirby
Industry Experience: More than 15 years in Finance Services
Fun Fact: Black Belt in Northern Shaolin & Northern Praying Mantis Kung Fu.
CERTIFICATIONS & EDUCATION
- BS - Business Administration, Metropolitan State University
Lisa Holte
Industry Experience: 29 years
Fun Fact: Lisa enjoys woodworking, making everything from serving trays to larger furniture and mantels.
CERTIFICATIONS & EDUCATION
- Graduated from University of Minnesota - Duluth
- Certified Plan Fiduciary Advisor (CPFA®)
MaryKay Pewowaruk
612-230-6944Industry experience: More than 20 years
Fun fact: I have been to all 50 states in the U.S.
CERTIFICATIONS & EDUCATION
- Minnesota Insurance License—Health & Life
- MA—Education, University of St. Thomas
- BS—Biology, North Dakota State University
Mathew Coyle, CFP®
Industry experience: Since 1999
Fun fact: I am a former collegiate (Drake) tennis player and part-time mechanical-watch builder.
CERTIFICATIONS & EDUCATION
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- MBA—Portfolio Management, University of St. Thomas
- BSBA—Finance & Insurance, Drake University
Melissa St. George
Industry experience: More than 20 years
Fun fact: One of my many jobs during college was driving a school bus.
CERTIFICATIONS & EDUCATION
- MBA, University of St. Thomas
- BBA, University of Wisconsin - Eau Claire
Michael Hoeschen
Industry experience: More than 20 years
Fun fact: I bought my first stock at age 12 with paper-route money.
CERTIFICATIONS & EDUCATION
- Certified Public Accountant (CPA)
- BS—Accounting, St. Cloud State University
Tony Albrecht, CFA
Industry experience: More than 20 years
Fun fact: My favorite sport is ice hockey and I like to cook.
CERTIFICATIONS & EDUCATION
- Chartered Financial Analyst® (CFA)
- BS & MS—Economics, Iowa State University
Wendy Langowski
Industry experience: More than 20 years
Fun fact: I teach kickboxing and strength-training classes at a local gym.
CERTIFICATIONS & EDUCATION
- BS—Finance, Minnesota State University - Moorhead