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Home   /   About Us   /   Our Team

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Our Team at Greater Midwest Financial Group

Meet with our experienced wealth advisors and you’ll understand that we always have your independence in mind. We specialize in working with small businesses and individuals, providing financial services that help them grow and flourish.

Greater Midwest Financial Group

Donald Phillips, CFP®

Chairman of the Board

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James Ronn, President

James Ronn, CFP®

CEO

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Robert Phillips, Financial Advisor / Vice President

Robert J. Phillips, CFP®

President

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Jacob Kogler, Senior Case Manager

Jacob Kogler, CFP®

Vice President

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Danelle Ronn, Office Manager

Danelle Ronn

Office Manager

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Sonja Greater Midwest Financial Group

Sonja Palm

Securities Department Manager

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Tanya Johnson, Executive Assistant / Communications Specialist

Tanya Schmidt

Insurance Specialist

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Donny Schroeder

Donny Schroeder

Case Manager

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Dylan Ronn

Dylan Ronn

Case Manager

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Kayla Yobbie

Kayla Yobbie

Administrative Assistant

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Katrina Colling

Katrina Colling

Securities Department Specialist

Email Katrina

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Zach Panek

Zach Panek

Case Manager

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Matt Carroll

Matt Carroll

Investment Analyst

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MSPWM 2023 Five Star Wealth Manager
Greater Midwest Financial Group, LLC
3222 Rice Street
St. Paul, MN 55126
651-490-9790
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BrokerCheck

Check the background of this firm on FINRA's BrokerCheck.

Greater Midwest Financial Group, LLC (“Greater Midwest”) is an SEC registered investment adviser located in St. Paul, MN. Registration as an investment adviser does not imply a certain level of skill or training. The publication of Greater Midwest’s web site on the Internet should not be construed by any consumer or prospective client as Greater Midwest’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of Greater Midwest’s current written disclosure statement as set forth on Form ADV, discussing Greater Midwest’s business operations, services, and fees is available from Greater Midwest upon written request. Greater Midwest does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.

To receive the 2023 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4080 wealth managers in the Twin Cities area were considered for the award. 633 were named 2023 Five Star Wealth Managers which represents 14% of the total candidates in the area. Wealth managers do not pay a fee to be considered or placed on the final list of the 2023 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

©2023 Greater Midwest Financial Group.
All Rights Reserved.