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Client Access  |  Careers & Advisory Teams
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Archives: Personnel

John Foster, PPC®

Foster_John

Senior Advisor – Investment Strategist

Michael Bilotta, ChFC®, CASL®, RICP®

Bilotta_Michael

Senior Advisor – Investment Strategist

Cärin Viertel

Viertel, Carin

Managing Director

Kim Brown

President

Richard S. Brown

Chairman & Chief Executive Officer

Patrick D. Moyneur 2

Moyneur, Pat

Managing Director – Senior Advisor

Stacy Biermaier 2

Friedges, Stacy

Director of Client Services

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Minneapolis

8500 Normandale Lake Blvd., Suite 450
Minneapolis, MN 55437
Phone: 952.844.0995

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Phone: 218.249.0044

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Client Access  |  Careers & Advisory Teams

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  • Who We Are
    • Our Values
    • Our History
    • Our Team
    • Commitment to Community
    • Our Accolades
  • Wealth Management Approach
    • Tax Planning Services
  • Who We Serve
    • Individuals & Families
    • Family Office
    • Businesses
    • Women in Transition
    • Nonprofits
  • Insights
    • See All
    • Navigating Life Transitions – Podcasts
    • Investment Insights
    • Financial Life Planning Insights
    • JNBA Studio – Podcasts
    • Team News
    • Care For Aging Parents
    • Resources
  • Contact Us
  • Who We Are
    • Our Values
    • Our History
    • Our Team
    • Commitment to Community
    • Our Accolades
  • Wealth Management Approach
    • Tax Planning Services
  • Who We Serve
    • Individuals & Families
    • Family Office
    • Businesses
    • Women in Transition
    • Nonprofits
  • Insights
    • See All
    • Navigating Life Transitions – Podcasts
    • Investment Insights
    • Financial Life Planning Insights
    • JNBA Studio – Podcasts
    • Team News
    • Care For Aging Parents
    • Resources
  • Contact Us