Michael McConachie, CFP®, CRPC®, AIF®
Michael is the founder, investment director and leader for The McConachie Team, bringing 20 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 13-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
Faris Nagle, CFP®
Faris brings 9 years of industry experience working closely with clients and financial professionals, and was honored with a MassMutual Central US New Advisor of the Year for 2022 award. He graduated from the University of St. Thomas where he obtained his bachelor’s degree in financial management. Faris continued his education and acquired the CFP® certification while helping manage the business full time. 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
Shawn Wermerskirchen, CASL®
Shawn has been in the financial industry for over 17 years, and has been featured in FORTUNE magazine February 2022 as a Five-Star Wealth Manager Under 40 and also in Minnesota Business Journal September 2017 as a Twin Cities Finest for my work with the Cystic Fibrosis Foundation. Shawn 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
Ron graduated from Iowa State University where he earned his bachelor’s degree in business marketing. With 39 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 since 2001 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
Jared comes to the McConachie Team with 13 years of industry experience. He has worked with clients from all walks of life, leveraging his expertise in insurance and retirement planning to best prepare them for what the future may bring. Jared operates with a client-first mindset and looks forward to growing long-term relationships with those entrusted to his care. He was born and raised in White Bear Lake, Minnesota, and continues to call Minnesota home to this day. In Jared's free time he enjoys the outdoors, traveling, fishing, and weekends at the cabin with his family.
Licenses: SIE, S66, S7
(507) 287-6700 Ex.0960
Bill has been a financial advisor for 34 years in the Rochester, Minnesota community. He makes it a priority to consider each clients’ unique situation to provide personalized guidance around retirement planning, wealth 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
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
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. Luke has six years of industry experience where he has focused on investments, statistics, and analytics. His eagerness for helping others is illustrated through a desire to educate and guide those around him—whether it’s discussing investments, maximizing personal development, or communicating complex financial theories. In his Investment Director role, Luke is involved in providing investment research, analytics, and implementation strategy to the McConachie Team. Luke is from Prior Lake, Minnesota, and he enjoys a variety of activities such as traveling, Brazilian Jiu-Jitsu, and cooking.
Licenses: S66, S7, SIE
Financial Services Professional
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.
Planning Administrative Coordinator
Andrew graduated Cum Laude from Illinois College with a bachelor’s degree in finance and a minor in accounting. Andrew’s main goal is to build strong relationships and grow with clients along their financial journey. As a lifelong Galesburg resident, Andrew is invested in making a difference in his community. He improves himself and his community through the local Kiwanis club, the Galesburg Young Professionals Network, and assistant coaching the Galesburg Post 285 baseball and Galesburg Silver Streaks basketball teams. Outside of work, Andrew spends free time with his family, his dog Ace, and watching the Fighting Illini.
Licenses: S7, SIE, S66
Client Relationship Manager | (952) 769-2169 | AWettergren@financialguide.com
Personal Assistant to Ron Koehler | (309) 343-1174