Our Team

Kris graduated magna cum laude from Hamline University in 2000 with a degree in Management and Communications. During his years at the firm Kris has grown to share his father’s passion for helping people grow and protect their legacies.  With a specific commitment to researching industry trends and cutting edge strategies for his clients, Kris ensures that everyone he works with is getting tailored advice for their personal situation.

Active in the industry Kris is a member of the Financial Planning Association and NAIFA.

Kris spends his free time with his wife Kelly and kids Ava, Deacon, and Leila.  He also enjoys charity golf tournaments and is a fan of any college football, specifically cheering on the Gophers in their season tickets which his Mom’s family has had for over 100 years.

Trevor was born and raised in Farmington, Minnesota.  He graduated from St. Johns University in 2004 with an entrepreneurial spirit and desire to help people.  Since then Trevor’s skill in financial planning, strategy, and technology has provided the firm an invaluable resource to enhance the advice to our clients.

Trevor is a member of NAIFA, and the Financial Planning Association. 

Trevor now resides in Rosemount, MN with his wife Jennifer, daughter Lauren, son Sawyer and their silky terrier Miley.  He also enjoys competitive and charity golf events, attending sporting events, fishing and hunting.

Rachael came to the firm via the banking industry bringing an organizational mindset to the day-to-day operations of the business.  Her approachable personality allows her to build strong relationships with our clients.  In addition, her ability to handle a multitude of issues ensures the smooth execution of our client services model.

Rachael lives with her husband Ryan, baby Leora, and Golden Retriever Dexter in Hastings.