2 Carlson Parkway North, Suite 320
1544 Greenview Dr. SW, Suite 100
Founder, Investment Director, Financial Advisor and Financial Planner
Michael lives in Plymouth with his wife Maria and their 9-year-old son Connor. For fun Michael tries to play golf in the summer, loves going out west skiing with the family in the winter, and is a year-round critic of the Minnesota weather, yet it is a place he loves to call home. Michael graduated from University of Denver with a degree in Finance and Economics and has 15 years of industry experience. Michael specializes in financial planning, risk management, and investment strategies. Michael is the Investment Director and lead manager for Charterpoint Wealth Strategies. Prior to joining the firm, Michael spent the lion-share of his career working at a mutual fund company learning the intricacies of asset management by working side by side with some of the brightest minds in the asset management business at Columbia, a subsidiary of Ameriprise Financial. Michael has also worked as a consultant to large market 401k plans and as an institutional marketer to major banks, wire-houses, broker dealers, and registered investment advisors.
Insurance Licenses: AZ, CO, FL, GA, IA, IL, MI, MN, SD, TX, UT, WA, WI
Securities Licenses: AZ, CA, CO, FL, IA, IL, KS, MN, NM, SD, TN, UT, VA, WA, WI, WY
Licenses: S63, S66, S6, S7, SIE
507-287-6700 ext. 0960
Bill has been a financial advisor servicing the Rochester community for over 30 years providing his clients personalized guidance around retirement planning, investment management, and risk mitigation strategies to address each client’s unique situation. When Bill is not advising clients, you can find him on the golf course, up at his cabin with his family, musky fishing with friends or traveling with his wife Lynne to interesting places across the world. Bill holds his CHFU and CLU designations and is licensed in multiple states:
Insurance Licenses: MN, VA, WI
Securities Licenses: CA, CO, FL, IL, MN, OH, TX, VA, WI
Licenses: S63, S6, S7, S24, SIE
As a born and bred Minnesotan, Faris is a music loving outdoorsman, who cheers for his local sports teams through both laughter and tears. In 2014 he graduated with a degree in Financial Management from the University of St. Thomas. Faris brings 5 years of industry experience working for one of the largest insurance companies (Allianz) consulting with the most seasoned financial advisors in the Los Angeles and Philadelphia markets as a Retirement Income Specialist.
Insurance Licenses: MN, CA Insurance License # 0K88086State of Domicile: MN
Securities Licenses: MN
Licenses: S63, S65, S6, S7, SIE
Sky has 25 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 family, reading and physical fitness.
Location: 161 St. Anthony Ave, Suite 1002, St. Paul, MN 55103
Insurance Licenses: MN, WI
Securities Licenses: AZ, MN, WI
Licenses: S63, S65, S6, SIE
Client Relationship Manager
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 theatre. Erin has more than 15 years of customer service experience and enjoys going the extra mile to help others.
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.