Our Team

Donald Phillips, CFP®
CEO/Principal
P: 651-490-9790
Email | Bio
James Ronn, CFP®
President
P: 651-490-9790
Email | Bio
Bobby Phillips
Wealth Advisor / VP Operations
P: 651-490-9790
Email | Bio
Andrew Peters
Case Manager
P: 651-490-9790
Email | Bio
Diane Marquardt
Supervisor / Administrative Manager
P: 651-490-9790
Email | Bio
Colleen Forry
Administrative Assistant / Receptionist
P: 651-490-9790
Email | Bio