Founder, Investment Director, Financial Advisor and Financial Planner
Michael is the founder, investment director and leader for The McConachie Team, bringing 18 years of industry experience. Prior to joining the firm, Michael spent the lion-share of his career working at a mutual fund company where he learned the intricacies of asset management. He worked side-by-side with some of the brightest minds in asset management at Columbia, a subsidiary of Ameriprise Financial. Michael also has extensive experience based on his time consulting to large market 401k plans, and as an institutional marketer to major banks, wire-houses, broker dealers, and investment advisor representatives. He attended the University of Denver where he obtained his bachelor’s degree in finance and economics. Michael currently lives in Plymouth, Minnesota with his 12-year-old son Connor. They love traveling west to ski in the winter and playing golf in the summer. Michael is the first to admit that he is a year-round critic of the Minnesota weather, yet it is a place he loves to call home.
Licenses: S63, S66, S6, S7, SIE
Partner, Financial Advisor and Financial Planner
Faris graduated from the University of St. Thomas where he obtained his bachelor’s degree in financial management. He brings six years of industry experience working closely with clients and financial professionals. Currently, Faris specializes in financial planning activities, retirement income strategies and leads the team in technology initiatives. Faris was born in Minnesota which means cheering for his local sports teams brings both joyous laughter and tears. He spends his free time enjoying the outdoors and experiencing the vast music scene available in the Twin Cities.
Licenses: S63, S65, S6, S7, SIE
Partner, Financial Planner
Shawn has been in the financial industry for over 15 years. He helps a full range of clientele from young families just getting started, to corporate executives managing their resources, to retirees living on fixed incomes. Shawn also specializes in working with business owners in the manufacturing industry. Shawn grew up in Shakopee MN, and attended college at Minnesota State University, Mankato. He enjoys spending his free time playing golf, fishing, hunting, competitive shooting, boating, cycling, and spending time with his family.
Licenses: S63, SIE, S7, S6
Partner, Financial Advisor
(507) 287-6700 ext. 0960
Bill has been a financial advisor for 33 years in the Rochester, Minnesota community. He makes it a priority to consider each clients’ unique situation to provide personalized guidance around retirement planning, investment management and risk mitigation. When Bill is not advising his clients, you will find him on the golf course, relaxing at the cabin with his family, and musky fishing with friends. Bill and his wife Lynne also love traveling to new and interesting places across the world.
Licenses: SIE, S7, S6, S63
Partner, Financial Planner, Financial Services Executive, Investment Advisor Representative
Ron graduated from Iowa State University where he earned his bachelor’s degree in business marketing. With 36 years in the financial services industry, he specializes in investment strategies, financial goal planning, risk management and Medicare planning. Ron has a passion in helping to simplify complex problems for clients, so they are easy to solve and understand. He is a Lifetime and Qualifying member of the MDRT and is active in his local Kiwanis Club. In his free time, he spends time with his wife, Toni, where they reside in Galesburg, Illinois. They both love watching their daughter, Jordan, coach women’s college golf. Walking in the evening with Ron’s black lab Skye is one of his favorite summertime activities.
Licenses: S65, S63, SIE, S7, S6
Financial Services Representative and Financial Planner
Sky has 26 years of experience as a financial services representative with over two decades focused on retirement planning for employees of non-profit organizations. Sky graduated from the University of Minnesota and currently lives in Eagan serving the east metro. In his free time, Sky enjoys spending time with his family, reading and physical fitness.
Location: 161 St. Anthony Ave, Suite 1002, St. Paul, MN 55103
Licenses: S63, S65, S6, SIE
Sr. Client Relationship Manager
Erin has more than 15 years of customer service experience and never hesitates to go the extra mile to help others. Erin enjoys spending her time with her 5-year-old son Silas and husband Chad. As a family they enjoy going for bike rides in the summer and seeing movies at the theater.
Client Relationship Manager
Emma graduated from Iowa State University where she obtained her bachelor’s degree in event management with a minor in general business. Prior to joining the team, Emma brings experience of working as part of the event staff at the Iowa State University Alumni Center in Ames, Iowa. Emma grew up in a small town in Iowa but knew she always wanted to live in a city. In her free time, Emma enjoys spending time with friends and family, as well as exploring the outdoors.
Luke graduated from the University of Wisconsin-Madison with a bachelor’s degree in finance and entrepreneurship. He has passed the first two levels of the CFA program and is a Level III candidate for the CFA designation. Luke has four years of industry experience where he has focused on statistics and analytics, as well as research in assets and portfolio management. His eagerness for helping others is illustrated through a desire to educate and guide those around him—whether it’s teaching processes, maximizing personal development, or communicating complex financial theories. In his Investment Director role, Luke is involved in providing investment research and analytics support to the McConachie Team. Luke is from Prior Lake, Minnesota, and he enjoys a variety of activities such as wiffleball, broomball, and Brazilian Jiu-Jitsu.
Licenses: S66, S7, SIE
Dana graduated from St. Catherine University with a major in Business Management. She brings years of leadership, client service, and organizational experience to the McConachie Team. Dana’s outgoing demeanor and high energy is perfect for working in a fast paced, customer focused, atmosphere. Currently, she will be helping with core team operations and client assistance, while looking to assist with process improvement and customer acquisition in the future. In her free time, Dana enjoys golfing, riding horses, and traveling with friends.
Andrew is currently studying at Illinois College as part of the class of 2023, where he plans to graduate with a finance major and a minor in accounting. Andrew currently helps the team with data management, organizational tasks, and business software updates, all while learning more about personal wealth management from Ron and other team members. He looks forward to leveraging his education, gaining work experience, and pursuing the licensing and credentials needed to become a financial advisor in the future. In his free time, Andrew enjoys playing baseball, cheering for Illinois sports teams, and watching collegiate football and basketball.
Maddy is currently studying at the University of St. Thomas as part of the class of 2025, where she plans to graduate with a finance major and a minor in data analytics. Maddy was inspired to learn more about financial services after shadowing a relative who is a financial advisor. Maddy currently helps with data and document management, while continuously learning more about the financial services and financial planning industry. Her strong work ethic, ability to relate to others, and desire to grow, makes her a valuable member to the McConachie team. Maddy enjoys being with family and friends, traveling, and meeting new people.
Personal Marketing Assistant to Shawn Wermerskirchen
Personal Assistant to Ron Koehler
Toni is Ron’s personal assistant and possesses years of industry experience. She is notable for her expert problem-solving skills as well as her ability to build a personal bond with clients, and anyone she meets. Toni resides with her husband Ron in Galesburg, Illinois. Toni has always loved supporting her daughter Jordan in school and sporting events who is now the coach of a women’s college golf team.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.