Todd has had extensive experience working in the wealth management industry including roles in prominent Minneapolis Family Offices as well being a CFO and COO for Registered Investment Advisory firms. Todd and his team advise families with complex needs involving investment management, tax and financial planning, as well as multigenerational business, estate planning, and philanthropic initiatives.
A graduate of St. Johns University (Collegeville, MN) with a degree in accounting, Todd is a Certified Public Accountant and holds the PFS designation as a Personal Financial Specialist.
Email: firstname.lastname@example.org | Phone: 612.376.4030
Jennifer has more than 20 years of sophisticated tax planning, preparation and investment experience. She most recently served as Senior Vice President at Somerset Advisers LLC. Prior to Somerset, she was a Senior Manager at KPMG LLP, a national accounting firm, in Minneapolis. Her practice was dedicated to high net worth individuals and estate planning clients.
Jennifer earned a Bachelor's of Science in Business Administration/Finance from Minnesota State University, Mankato. She is a Certified Financial Planner (CFP).
Email: email@example.com | Phone: 612.317.2006