Our Team

Professional Experience

• CEO of Signature Wealth Management
• 29 years of industry leading financial planning experience
• Former business executive, recognized speaker, and trainer for Ameriprise Financial
• Area Sales Manager for the Maytag company

Professional Designations and Licenses

• CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards, Washington, D.C.
• Series 7, 24, and 63
• Life, Accident, Health and Variable insurance licenses
• Investment Advisor Representative of SagePoint Financial, Inc.
• Licensed and registered to conduct business in over 30 states

Education

• Bachelor of Science with Honors, Business Administration, Management and Marketing, Minnesota State, Mankato

Personal

• Family lives in Eagan, Minnesota
• Enjoys spending time with family and friends at lake place in Northern Wisconsin
• Married 27 years to Lisa
• Proud father of three children: Tori, Erik and Sean

Civic Activities

• Two-time Chair of the Eagan Foundation
• Board Member and Y-Partners Chair for the Southwest YMCA
• Youth basketball coach for over 17 years

Professional Experience

• 20 years of professional experience with Fortune 300 firms
• Former business executive with American Express and Ameriprise Financial

Professional Designations and Licenses

• MDRT, Top of the Table member
• CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards, Washington, D.C.
• Chartered Financial Consultant^®, The American College, Bryn Mawr, PA
• Series 7, 24, 53 and 66
• Life, Accident, Health and Variable insurance licenses
• Investment Advisor Representative at SagePoint Financial, Inc.
• Licensed and registered to conduct business in over 30 states

Education

• Bachelor of Arts, Business Administration - Finance and Marketing, University of South Carolina
• International Master of Business Administration, Moore School of Business, University of South Carolina

Personal

• Married to Julie
• Proud father of two sons

Civic Activities

• BNI Lake Superior Chapter, member
• Advent United Methodist Church

Professional Experience 

• Financial Advisor with Signature Wealth Management
• Over 20 years of experience in the financial, marketing and human services industry
• Former advisor and coach at Ameriprise Financial

Professional Designations and Licenses

• Investment Advisor Representative of SagePoint Financial, Inc.
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Chartered Retirement Planning Counselor (CRPC^®)
• Life, Accident, Health and Variable insurance licenses
• Series 7 and 66
• Licensed and registered to conduct business in AZ, CO, IN, MN, NV, NC, VT, and WI

Education

• Bachelor's Degree, 1994, University of Minnesota Twin Cities

Personal

• Family lives in Golden Valley, MN
• Married to Mariam, proud father of two sons: Arman and Bijan

Achievements

• Member of the Financial Planning Association
• 2009 member of the Million Dollar Round Table**

 

**This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.

Professional Experience 

• Financial Advisor with Signature Wealth Management
• Former advisor and insurance specialist with Ameriprise Financial

Professional Designations and Licenses

• CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards, Washington, D.C.
• National Social Security Advisor Certificate Holder
• Chartered Retirement Planning Counselor (CRPC®)
• Series 7, 24 and 66
• Life, Accident, Health and Variable insurance licenses
• Investment Advisor Representative of SagePoint Financial, Inc.
• Licensed and registered to conduct business in CA, CO, FL, IA, IL, MN, ND, OK, and WI
• Earned Competent Communication Manual for Toastmasters International

Education

• Bachelor of Arts, Sociology, University of Minnesota, Minneapolis, MN

Personal

• Family lives in Plymouth, Minnesota
• Married to Katrina and proud father of Livian, Adeline and Boden.
• Hometown Pelican Rapids, MN
• Hobbies include golf, outdoor activities, hunting, fishing, and cooking meals for my friends and family.

Civic Activities

• Active member and Former Advisory Council for Saint Philip the Deacon Lutheran Church
• Active member and former Board Chair and Director for Greater Wayzata Area Chamber of Commerce - http://wayzatachamber.com
• Active member and President for Wayzata Rotary Club - http://www.wayzatarotary.org
• Chair for Wayzata’s Music by the Lake Concert Series - Music by the Lake Summer Fundraiser

Vision/Purpose

• My passion is to build meaningful and trusting relationships with owners to develop systems and strategies to help achieve their financial goals.

Professional experience

• Financial Advisor with Signature Wealth Management
• Assistant with SagePoint Financial beginning 2010
• Board of directors for MN4NE alumni association

Professional Designations and Licenses

• CERTIFIED FINANCIAL PLANNER™ CFP Board of Standards, Washington, D.C.
• National Social Security Advisor Certificate Holder
• Chartered Retirement Planning Counselor (CRPC®)
• Investment Advisor Representative with SagePoint Financial
• Series 7 and 66
• Life, Accident, Health, and Variable insurance licenses

Education

• Bachelor’s of Business Administration, 2014, University of Nebraska- Lincoln,
• Eagan High School Class of 2009

Personal

• Lives in Twin Cities area
• Hometown: Eagan, MN
• Enjoy spending time with family and friends at family cabin in Danbury, WI
• Played guitar for over almost 15 years.
• Other hobbies include watching sports, attending concerts, golfing, biking, hunting and traveling.

Vision
“My passion is to help people accomplish their financial goals by being an advocate for their choices, and working towards what they want for themselves. I want to build relationships with people of all types, and be a resource for them by putting systems in place that allow me to execute and achieve their goals at a high level”

Professional Experience:

• Financial Advisor with Signature Wealth Management.
• Assistant with SagePoint Financial from May of 2011 to June 2015.

Professional Designations/Licenses:

• CERTIFIED FINANCIAL PLANNER™ CFP Board of Standards, Washington, D.C.
• National Social Security Advisor Certificate Holder
• Chartered Retirement Planning Counselor™
• Series 7 and 66.
• Accident & Health, Life, Variable Life & Variable Annuities licenses.
• Licensed and registered to conduct business in AR, AZ, CA, CO, FL, GA, IA, IN, MA, MN, NC, NY, OK, OR, RI, TX, VT, WA and WI.

Education:

• Graduated from Iowa State University in December 2014 with a Bachelor of Science, Finance degree.
• Gradated from Eagan High School in 2010.

Personal:

• Lives in Minnetonka, MN.
• Passionate about sports, primarily golf and basketball both of which I played competitively growing up.
• Enjoy spending my free time with family and friends especially in Barnes, WI at our family cabin.

Mission Statement:
• Seeing those around me succeed is what makes me happy, and I am willing to help achieve their goals in whatever way possible.

Professional experience

• Financial Advisor with Signature Wealth Management
• Former Assistant with SagePoint Financial

Professional Designations and Licenses

• CERTIFIED FINANCIAL PLANNER™ CFP Board of Standards, Washington, D.C.
• National Social Security Advisor Certificate Holder
• Chartered Retirement Planning Counselor (CRPC®)
• Investment Advisor Representative with SagePoint Financial
• Series 7 and 66
• Life, Accident, Health, and Variable insurance licenses
• Licensed and registered to conduct business in multiple states

Education

• Bachelor’s of Business Administration, 2014, University of Nebraska- Lincoln,
• Studied abroad at the University of Oxford, Summer 2014

Personal

• Lives in Twin Cities area
• Hometown: Eagan, MN
• Enjoy staying active by biking and playing basketball
• Hobbies include traveling, snowboarding, attending sporting events and spending time outdoors

Mission Statement "I help people meet their financial goals through personalized financial planning and investment strategies"

Professional Experience 

• Financial Advisor with Signature Wealth Management
• Paraplanner, Registered Assistant with Signature Wealth Management
• Former investment advisor representative with Principal Financial

Professional Designations and Licenses

• Series 7 and 66
• Life, Accident, Health and Variable insurance licenses

Education

• Bachelor of Science, University of Minnesota, Duluth, MN

Personal

• Born and raised in Wausau, WI
• Currently resides in Duluth, MN with her husband Nick
• Has a strong passion for helping people and enjoys the opportunity to help people plan for their financial futures.
• Outside of work Amanda enjoys spending time participating in various outdoor activities such as hiking, camping, and downhill skiing.

Professional Experience 

• Former manager at a top 20 public accounting and business consulting firm
• Tax planning and compliance for business and individual tax types
• Business consulting for closely held businesses

Professional Designations and Licenses

• Certified Public Accountant
• Series 7, 66
• Investment Advisor Representative at SagePoint Financial, Inc.
• Minnesota Life, Accident, Health and Variable Insurance licenses

Education

• Bachelor of Accounting – University of Minnesota Duluth
• Bachelor of Business Administration – University of Minnesota Duluth
• Master of Business Taxation – Carlson School of Business, University of Minnesota

Personal

• Married to Jill
• Has five wonderful children

Civic Activities

• Arise Church

Professional Experience 

• Financial Advisor with Signature Wealth Management
• Over 17 years with Ameriprise Financial working in planning & administration, taxation, wholesaling, financial advisor

Professional Designations and Licenses

• CERTIFIED FINANCIAL PLANNER™ CFP Board of Standards, Washington, D.C.
• Series 7 and 63

Education

• Graduated from the Carlson School of Management, University of Minnesota in 1998 with a Bachelor of Science in Business degree, majoring in Finance, minoring in International Business

Personal

• Lives in Savage, MN
• Loves everything about dogs and is an avid rescue dog foster specializing in behavior cases
• Also enjoy hiking, gardening and working on DIY projects

• Companion to Tony, proud mother to a daughter, son and step son.
• Enjoy gardening, fishing and outdoor recreational activities.
• Over 20 years experience in customer relations.

• Married to John.
• Proud mother of two sons.
• Enjoys spending time with family, travel and reading..

• Lives in Duluth, MN
• Proud wife and mother.
• Enjoys spending time with family and being outdoors.

• Kathy is a St. Louis Park native and still lives there with her husband Brad.
• Two children Jenny and John.
• In Kathy’s spare time she enjoys spending time with family and watching soccer.