Broker Check

Our Team

Andy grew up in Brooklyn Park, Minnesota and graduated from the University of Illinois at Urbana-Champaign where he began his studies in Aerospace Engineering. However, his interest in business and his desire to help people led him to...

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Jason started in the financial industry with Waddell & Reed in late 2009. Prior to being a financial advisor, Jason was a television news sportscaster in the Duluth area until, after almost 7 years, he was let go in 2007. Being from...

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Kevin grew up in Superior, Wisconsin and graduated from the University of Wisconsin – Eau Claire with a degree in Accounting. He previously spent more than twenty years with Traveler’s Insurance Co. in St. Paul MN in the...

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Theresa Corey

Office/Client Relationship Manager

(763) 593-0649

Theresa joined the firm in 2014. She grew up in southwestern Minnesota with 7 sisters and one brother. She earned a Master’s Degree in English from Mankato State University and has worked in executive support for many years,...

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Kristin is a born and raised Duluthian, hailing from the halls of Denfeld High School. Kristin graduated from the College of St. Scholastica with a degree in Psychology. She spent the first few years post college working as a probation...

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Krista grew up and went to high school in Eden Prairie, Minnesota. After high school, she moved to Duluth and started college at the University of Minnesota Duluth (UMD). Krista has always had a passion for helping others, and while...

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