Our Team


Donald Phillips, Cfp®
Donald Phillips, CFP®

CEO/Principal
P: 651-490-9790
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James Ronn, Cfp®
James Ronn, CFP®

President
P: 651-490-9790
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Bobby Phillips
Bobby Phillips

Wealth Advisor / VP Operations
P: 651-490-9790
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Danelle Ronn
Danelle Ronn

Office Manager
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Diane Marquardt
Diane Marquardt

Supervisor / Administrative Manager
P: 651-490-9790
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Jacob Kogler
Jacob Kogler

Case Manager
P: 651-490-9790
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Paige Richardson
Paige Richardson

Case Manager
P: 651-490-9790
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Sarah Banken
Sarah Banken

Securities Department
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Paul Atchison
Case Manager
P: 651-490-9790
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