Advisors
Brad Spencer
Brad Spencer, CPWA®
Financial Advisor
(952) 249-7650
Graduated Gustavus Adolphus College (St. Peter, MN) in 1982 - BS Psychology, BA Business Admin, Minors in Computers and Accounting. Financial Advisor since December 1986 (Dain Bosworth Inc which was acquired by RBC in 1999).Pheasant...
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Mark Brenna
Mark Brenna
Financial Advisor
Mark has over 35 years of experience in the investment industry, working with clients to design and implement comprehensive solutions that cover retirement planning, estate planning, wealth transfer, asset allocation, cash flow...
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Peter Levy
Timothy Campion
Timothy Campion
Financial Advisor
(952) 249-7650
Tim has gathered a significant amount of experience from more than 27 years of work in the industry. He has developed a strong understanding of the field as well as expertise in financial planning, asset allocation, retirement planning...
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