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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®

Financial Advisor

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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

Executive Assistant/Communications 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

Office Assistant

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Katrina Colling

Securities Department Assistant

Email Katrina

Zach Panek

Case Manager

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Matt Carroll

Investment Analyst

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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.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Greater Midwest Financial Group, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice. View Investor Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

To receive the 2022 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. 4544 wealth managers in the Twin Cities area were considered for the award. 622 were named 2022 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 2022 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.

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