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Chad Anderson
3900 Northwoods Drive
Suite 125
Arden Hills, MN 55112
Office: (651) 481-6295
Fax: (651) 481-6289
Email
Gregg Anderson, CFP
3900 Northwoods Drive
Suite 125
Arden Hills, MN 55112
Office: (651) 481-6283
Fax: (651) 481-6289
Email
 Brian T. Bovee
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7933
Fax: (651) 294-7021
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Education / Registrations |
1994 University of St. Thomas ~ Bachelor of Arts in Business Administration
Series 7 ~ General Securities Representative
Series 63 ~ Uniform Securities State Law
Series 24 ~ General Securities Principle
State Insurance License (Life, Health, Disability & Long-Term Care) ~ MN & MO State Securities Registrations ~ FL, MN, MO, NE, TX, WI
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Business Background |
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1995-2005 American Express Financial Advisors-Financial Advisor
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2005-Present Financial Dimensions Group-Financial Advisor
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Personal
Married to wife Charlotte
We have three children; Charlie (7/2004), Ayla (4/2006) & Evan (5/2007) Residence – Blaine, MN | |
Adam Gilmore
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7926
Fax: (651) 294-7021
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Education / Registrations |
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BS Business 1994 University of Wisconsin- Stout
Series 7,63
Life and Health Insurance
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Business Background |
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1995-2005 American Express Financial Advisors-Financial Advisor
2005-Present Financial Dimensions Group-Financial Advisor
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Personal
Married, 3 children, enjoy camping and boating with my family. |
Scott Jarnot, CFS
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7925
Fax: (651) 294-7021
Email
Education / Registrations
Series 7 – General Securities Representative
Series 63 – Uniform Securities State Law
Insurance – Life, Health, Disability, Long-term care
Eric Kajer, CFP
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7924
Fax: (651) 294-7021
Education / Registrations
Bachelor of Arts, Finance, University of St. Thomas - St. Paul MN
Certified Financial Planner (CFP)
Series 7 – General Securities Representative
Series 63 – Uniform Securities State Law
Insurance – Life, Health, Disability, Long Term Care |
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Professional Memberships |
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Business Background
Financial Dimensions Group, Inc. 2005 – Present American Express Financial Advisors 1995 – 2005 |
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Personal
Married – Holly
Children – Lauren & Brooke Personal – I enjoy fishing, golfing and traveling when time permits. |
Erik Lindgren, CFP, ChFC
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7929
Fax: (651) 294-7021
Email
Education / Registrations
Chartered Financial Consultant (ChFC) designation - July 2006
Certified Financial Planner (CFP) designation - September 2002
Series 7 – General Securities Representative
Series 66 – Uniform Securities State Law
State Insurance License (Life, Health, Disability & Long-Term Care) - MN and WI
State Securities Registrations - MN, AZ, CA, FL, IA, ND, TX, VA, WA, WI
Bachelor of Science (Business-Finance), University of Minnesota - Carlson School of Management - 1997
Professional Memberships
Business Background
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Financial Dimensions Group, Inc., Financial Planner, 2005 - present
American Express Financial Advisors, Inc., Financial Planner, 1998-2005 |
Personal
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Wife - Stephanie
Daughter - Danica
Dog - Henry
Residence - St. Anthony, MN
Hobbies - weightlifting, running, basketball, softball, golf, boating |
Paul Lyon, CFP
11272 86th Ave N
Suite B
Maple Grove, MN 55369
Office: (763) 416-8205
Fax: (763) 416-8239
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Education / Registrations
College for Financial Planning, obtained CFP designation in 2002 and CRPC in
2004.
University of Nebraska, Lincoln, attended from 1990-1993, graduated in 1993 with a BS in Business Administration. University of St. Thomas in St. Paul, attended from 1989-1990 |
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Business Background
Financial Dimensions Group, Inc., an investment adviser – position:
Advisory Representative – 08/2005 to Present
Royal Alliance Associates, Inc. a broker/dealer – position: Registered
Representative – 08/2005 to Present
American Express Financial Advisors, Inc. a broker/dealer – position: Registered Representative – 04/1997-08/2005 |
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Personal
Residence – Maple Grove, MN
Wife – Tana
Children – J.P. and Jackson Interests – Nebraska Football, fishing, boating, and golf |
Jerome R. Marzullo, CFP
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7935
Fax: (651) 294-7021
Email
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Education / Registrations
Bachelor of Arts University of Illinois Chicago 1976
Series 7, Series 63, Health Life
CFP Practitioner since 1995 |
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Professional Memberships |
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Business Background
Financial Advisor-Financial Dimensions Group/Royal Alliance Assocaites-2005-Present
Financial Advisor Ameriprise 1992-2005
District Manager Ameriprise 2000-2001
Training Manager Ameriprise 1993-1999 |
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Personal
Born 12/06/1953. Originally from Chicago. Living in Minnesota since 1991. Active in the local theater and music scene as a musician and actor. |
Michael Matheson, CFP CRPC
11272 86th Ave N
Suite B
Maple Grove, MN 55369
Office: (763) 416-8206
Fax: (763) 416-8239
Email
 Brian J. Maxwell, CPA, LTCP
11272 86th Ave N
Suite B
Maple Grove, MN 55369
Office: (763) 416-8209
Fax: (763) 416-8239
Education / Registrations
Long Term Care Professional (LTCP) designation - May 2007
Series 7 – General Securities Representative
Series 63 – Uniform Securities State Law
Series 66 - Uniform Combined State Law
Insurance – Life, Health, Disability, Long-term care
Bachelor of Arts (Business Administration - Accounting), The Wichita State University, Wichita, KS 1985
Certified Public Accountant (CPA), 1987
Professional Memberships
North Hennepin Chamber of Commerce
Business Background
Financial Dimensions Group, Inc., Financial Planner, 2005 - present
American Express Financial Advisors, Inc., Financial Planner, 1998-2005
U.S. Government, Civil Service, Supervisory Auditor, 1992-1998
U.S. Government, Civil Service, Budget Officer, 1991-1992
Walker & Company, LTD (CPA) Accountant; 1986-1991
U.S. Air Force 1977-1981
Personal
Wife – Cheryl
Son - Alan
Daughters – Abbie, Sada
Hobbies - Fishing, Golfing
Dana Menard 
11272 86th Ave N
Suite B
Maple Grove, MN 55369
Office: (763) 416-8222
Fax: (763) 416-8239
EmailEducation / RegistrationsSeries 7 – General Securities Representative Series 66 – Uniform Combined State Law Insurance – Life, Health, Disability, Long-term care Bachelor of Arts - Business Management & Sociology/Anthropology - Gustavus Adolphus College, 2001 Professional MembershipsGustavus Adolphus College Alumni Association
Business BackgroundFinancial Dimensions Group, Inc., Financial Planner, 2005 GR Lending, Inc., Mortgage Broker, 2005 MetLife Financial Services, Financial Planner, 2003-2005 American Express Financial Advisors, Inc., Financial Planner, 2002 PersonalDana and his wife, Sonja, live in St. Louis Park, MN where they are both active in the community. In his spare time, Dana enjoys outdoor activities, volunteering, and visiting with family and friends.
Christopher Pankratz, CFP
3900 Northwoods Drive
Suite 125
Arden Hills, MN 55112
Office: (651) 481-6286
Fax: (651) 481-6289
Email
Nicole L. Pearson, CFS
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7934
Fax: (651) 294-7021
Email
Education / Registrations
Certified Fund Specialist (CFS)-November 2005
Series 7 – General Securities Representative
Series 66 – Uniform Combined State Law
State Insurance License (Life, Health, Disability, Long Term Care) - MN, IL, WI, IA
State Securities Registrations - MN, IL, WI, IA
Bachelor of Science: Business-Finance, St. Cloud State University - 2001
Business Background
Financial Dimensions Group, Inc.,- Financial Planner - 2006-Present
American Express Financial Advisors – Financial Planner – 2002-2006
Personal
Husband-Erin
Daughter-Alexandria
Other children- Barley (dog), Chief (cat), Moses (cat)
Hobbies- Antiquing, gardening, spending time with friends, traveling to Illinois to see family
Dexter Phillips, CFS, BCE
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7936
Fax: (651) 294-7021
Email
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Education / Registrations |
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Board Certified in Estate Planning
Series 7 – General Securities Representative
Series 63 – Uniform Securities State Law
Series 66 - Uniform Combined State Law
Currently registered in MN,NY,CA, and Ill |
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Business Background |
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Awarded 2008 Five Star Wealth Manager (Mpls/Saint Paul Magazine)
96-98 TCF Investments and Insurance
98-05 American Express Financial Advisors
05-present FDG as an Independent Financial Advisor
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Personal
Married with 3 children
Loves sports, working out and good BBQ |
Dan Pias
11272 86th Ave N
Suite B
Maple Grove, MN 55369
Office: (763) 416-8202
Fax: (763) 416-8239
Email
Gloria Pozzini
3900 Northwoods Drive
Suite 125
Arden Hills, MN 55112
Office: (651) 481-6285
Fax: (651) 481-6289
Email
 Jeffrey L. Schuler, CFP
11272 86th Ave N
Suite B
Maple Grove, MN 55369
Office: (763) 416-8201
Fax: (763) 416-8239
Email
Education / Registrations
BA of Finance
University of North Dakota, 1987 – 1991
CFP Designation –Attained May 2004
College of Financial Planning, Colorado, CO
Series 7, Series 63 Professional Memberships
Business Background
Financial Dimensions Group / Royal Alliance Associates; Financial Advisor; June 2005 to Present
American Express Financial Advisors; Financial Advisor; November 1991 to May 2005
US Army; Fort Hood, TX; 1985 - 1987
Personal
Married - Lisa
Children - Mason & Peyton
 Charla D. Turch, CFP, MS
3900 Northwoods Drive
Suite 125
Arden Hills, MN 55112
Office: (651) 481-6288
Fax: (651) 481-6289
Email
Education / Registrations
Series 7 – General Securities Representative
Series 63 – Uniform Securities State Law
Insurance – Life, Health, Disability, Long-term care
Bachelor of Arts (Education), College of Saint Benedict - 1979
Master of Arts (Administration), University of St. Thomas - 1982
Education Specialist, University of St. Thomas - 1984
CFP Practitioner- 1989
Master of Science (Estate Financial Planning) - 1993
Business Background
Financial Dimensions Group, Inc., Financial Planner, 1997 – present
American Express Financial Advisors, Inc., Financial Planner, 1984 – 1997
Personal
Married - Steven
Children - Charlie, Nick, Maria
Hobbies - volunteering, running, reading
Craig M. Twombly, CFP
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7911
Fax: (651) 294-7021
Email
Timothy J. Valento, CFP
2880 Middle Street
Suite 203
Little Canada, MN 55117
Office: (651) 484-3122
Fax: (651) 484-3144
Email
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Education / Registrations |
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Series 7,63 & 24,
CFP attained in 1994,
1989 Graduate of Mercyhurst College BA in Accounting & Finance
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Professional Memberships |
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MN Financial Planning Association, Member
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Business Background |
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Advisor since 1989. Royal Alliance since 04/1992, Financial Dimensions Group since 05/2005.
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Personal
Married with three children |
Joseph D. Westrup, CFP
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7922
Fax: (651) 294-7021
Education / Registrations
1989 Graduate, University of Minnesota, BS in Economics
Series 7, 63 and 65
Licensed in FL, IL, MN, NJ, NY, TX, WI
CFP designation attained 1993, College of Financial Planning, Denver, CO
Business Background
Royal Alliance, May 2005-Present
American Express, December 1989 to May 2005
Personal
Wife - Cindy
Children - Veronica, Louisa
Mark H. Wingerd, CFP
708 Cleveland Ave SW
Suite 200
New Brighton, MN 55112
Office: (651) 294-7901
Fax: (651) 294-7021
Email
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