Duluth

More than Management

John Herron leads the Duluth team who benefit from varied backgrounds and comes together around a strong foundation built upon financial planning and an abiding concern for their clients. It is their mission to not only help you grow your wealth, but to see you accomplish all of your personal and financial goals. They are deeply honored with trust placed in them and work hard to earn that trust every day. If they’ve not yet met you, they look forward to the opportunity.

Team Members

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John C. Herron, CFP®, ChFC®

Financial Advisor
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Oliver Kelsey, CFP®, CPA, MBT

Financial Advisor
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Randeen Freeman

Client Services Assistant
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Julie Herron

Client Services Assistant
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Taya Kauppinen

Operations Assistant

Duluth Office

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4815 West Arrowhead Road
Suite 230
Duluth, MN 55811

Office_Page-Phone

218-525-9001

Team Duluth

Events

Client Appreciation Dinner

May 12 | 6:00 pm - 8:00 pm

Team Duluth

Insights

A Message from Tom Endersbe, CFP®

Financial Advisor and partner, Tom Endersbe, CFP®, addresses market volatility due to the recent tariffs. Click here to view the video.

Time: Our Most Precious Asset

  The markets are at the forefront of many conversations today, and largely how they are out of our control. Time is yet another aspect beyond our control. However, what we […]

Employee Spotlight: Sage

This quarter, we would like to begin spotlighting each of our team members. We will start by spotlighting our newest team member: Sage Banchy. Sage has been with us since […]

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