As a team, we benefit from our varied backgrounds and come together around a strong foundation built upon financial planning and a deep and abiding concern for our clients. It is our mission to not only help you grow your wealth, but to see you accomplish all of your personal and financial goals. We are deeply honored with trust placed in us and we work hard to earn that trust every day. If we’ve not yet met you, we’re looking forward to the opportunity.
Locations Served = Twin Cities | = Duluth | = Elk River
Thomas A. Endersbe, CFP®
Financial Advisor Certified Financial Planner™ Phone:763-633-1300 firstname.lastname@example.org
John C. Herron, CFP®, ChFC®
Certified Financial Planner™ Phone:218-740-1021
Mohammad Vedadi, CFP®, CRPC®
Financial Advisor Certified Financial Planner™ Phone:952-388-6392 Fax:952-388-6399 email@example.com
Benjamin A. Hovland, CFP®, CRPC®
Certified Financial Planner™ Phone:612-414-5456
John N. Madson, CFP®, CRPC®
Financial Advisor Certified Financial Planner™ Phone:952-388-6393 Fax:952-395-2235 firstname.lastname@example.org
Erik R. Endersbe, CFP®, CRPC®
Financial Advisor Certified Financial Planner™ Phone:952-388-6397 Fax:763-595-1031 email@example.com
Evan J. Kvittem, CFP®, CRPC®
Financial Advisor Certified Financial Planner™ Phone:952-388-6398 Fax:763-595-1031 firstname.lastname@example.org
Sean T. Endersbe, CFP®, CRPC®.
Financial Advisor Certified Financial Planner™ Phone:952-388-6396 Fax:763-595-1031 email@example.com
Oliver Kelsey, CFP®, CPA
Financial Advisor, CPA
Traci J. Johnson, CFP®
Certified Financial Planner™ Phone: 952-873-1900
Cody R. Pollock
Client Services Assistant
Client Services Assistant
Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice.
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