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our team

Meet the Team

Our Midwestern values are evident in every action we take. We ask our clients the hard questions, get to know their financial trepidations and challenges, and build a comprehensive financial plan that not only lowers hurdles, but provides education and extensive support to see their goals to fruition.

Woodbury Office

Matt Gulbransen

AWMA®

President

Jeff Clark

CFP®

Wealth Advisor

Joel Baumgarten, CFP®

CFP®

Wealth Advisor

Ryan Key

CFP®

Wealth Advisor

Michelle Campbell

CFP®

Director of Investment Management

Claudia Miller Stack

CIC

Director of Operations

Lucas Kunde

Director of Operations

Linda Sheridan

FPQP©

Senior Paraplanner

Dean Allen

CFP®

Wealth Advisor

Josh Anderson

Operations Associate

Lori Classon

Client Service Associate

Tierney Shay

Client Service Associate

Minnetonka Office

Derek Nutter

Partner

Terra Johnson

CFP®

Partner

Jason Johnson

CFP®, CRPC®

Partner

Nicole Overman

Client Relationship Manager

Rachel Schwartz

Client Relationship Manager

Nic Fahrendorff

Paraplanner

Sabrina Thacker

Office Coordinator

St. Louis Park Office

Joel Greenwald

MD, CFP®

Wealth Advisor

Lucy Vang

FPQP™

Client Service Team Lead

Charlie Greene

Client Service Associate
Investment advisory services offered through Pine Grove Financial Group, a Registered Investment Advisor.

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Forbes Best-in-State Wealth Advisor and Forbes Top Next-Gen Wealth Advisors(2022). The Forbes Best-in-State Wealth Advisor is developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Inc. 5000 Fasting Growing Private Company ranking. Companies on the 2021 Inc. 5000 are ranked according to percentage revenue growth from 2017 to 2020. To qualify, companies must have been founded and generating revenue by March 31, 2017. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2020. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2017 is $100,000; the minimum for 2020 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. This ranking is not an endorsement, nor does the ranking imply investment success.