Broker Check

Our Team

Michael McConachie, MA, CFP®, CRPC®, AIF®


(952) 258-5092

Michael brings 20 years of industry experience and founded the firm in 2018 with a passion to put “people” first. He believes that this mission will require two things: a village and a lifetime.  

Prior to starting the firm, Michael served the financial services industry in multiple other roles. In these previous roles, Michael was consulting within the qualified plan space, providing guidance as an institutional marketer to major wire-houses, money-center banks, broker-dealers, and investment advisor representatives, and working in other consultative roles within the financial services industry.

Michael received his undergraduate degree from the University of Denver in 2003, with a major in Finance and a minor in Economics. In 2024, Michael received a master’s degree in extension studies of Management from Harvard University.

Michael spends his free time complaining about the MN weather, traveling out west with his 14-year-old son to feel the excitement of going down a mountain, occasionally battling the uphill climb of catching a Marlin, cheering on Wayzata Youth Sports, and most importantly, surrounding himself with people that are willing to challenge themselves for the greater good, in pursuit of encouraging all to be the best they can be.   

Licenses: S63, S66, S6, S7, SIE

Faris Nagle, CFP®


(952) 769-2123

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®


(952) 769-2169

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 Koehler, ChFC®, LUTCF®


(309) 343-1174

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 Deutsch

Financial Advisor


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

William J. Sloan, ChFC®, CLU®

Financial Planner

(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

Schuyler C. Woodhull III

Financial Planner

(651) 207-6952

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

Charles Wayne, CFP®, CLTC

Financial Planner

(612) 242-9170

Chuck has been in the financial advising industry for over 37 years. He utilizes his breadth of expertise, and network of experienced professionals, to help clients with retirement analysis, estate strategies, employee benefit and retention services, business continuation strategies, and more. Chuck has had the opportunity to help clients from all walks of life while being based in the Midwest for most of his career. 

Rob James

Financial Professional

(605) 716-8808

Rob is a seasoned financial professional with over 25 years of experience. He prides himself in getting to know each client to better understand their personal situation and what matters most to them. This helps Rob recommend products and strategies designed to meet the clients current, and future, needs. Rob has assisted all types of clients with insurance, retirement strategies, business management, and more. Rob is based in Rapid City, South Dakota, and enjoys flying airplanes in his spare time.

Emma Snell

Client Relationship Manager

(952) 769-2101

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.

Lucas Ciabattoni, CFA

Investment Director

(952) 769-2102

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

Dana Rose

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.

Andrew Thomas

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 

Laura Knowles

Registered Sales Assistant

(605) 716-8808

Laura is a licensed sales assistant and has been supporting Rob with his practice for over 6 years. She takes pride in implementing client plans and being able to assist them on their journey. From contacting clients to processing applications, Laura is crucial in making sure business runs smoothly. Laura enjoys spending time with her husband and two kids, and is based in Rapid City, South Dakota.

Heather Dixon

Client Relationship Manager

(952) 258-5240

Heather joins us from the world of payroll administration, where she had key roles implementing new ideas, coordinating between groups, and processing payroll accurately. Heather is leveraging her current talents, and ever-growing industry knowledge, to aid the McConachie Team’s operations. Heather takes great pride in helping those around her; whether they be close family, friends or clients. She is passionate about many subjects and is currently pursuing a bachelor’s degree in holistic integrative health. Heather comes to us from Buffalo, MN, where she can be found going on Vespa rides with her family, or enjoying outdoor activities like hiking, camping, kayaking, gardening, and traveling.

Ann Wettergren

Client Relationship Manager |  | 

Toni Koehler

Personal Assistant to Ron Koehler |