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Showing 821-830 of 4196 results

Bio

Chris Kostiuk

Chris has more than 40 years of experience in the Miramar Team. As a Portfolio Manager, he advises high net-worth individuals, families, and charitable foundations, getting to know their unique financial needs and working with them to reach their goals. Chris brings a wealth of knowledge in handling complex financial situations from institutions such as American National Bank, U.S. Trust, and The Harris Bank. 

Northbrook - Dundee Rd, IL Miramar Team

Bio

Matthew Kolesky

Matt has a strong interest in emerging areas of the investment landscape and began exploring cryptocurrency more than a decade ago. He has spent significant time learning about blockchain technology, digital assets, and developments in decentralized finance.

Anchorage, AK Arbor Team

Bio

Ty Schommer

Ty is dedicated to helping clients make informed financial decisions through thoughtful planning, disciplined investment strategies, and long-term partnership. With nearly three decades of experience in financial planning, trading, and portfolio management, he works closely with individuals, families, and retirement plans to develop strategies aligned with their goals and evolving needs.

Anchorage, AK Arbor Team

Bio

Michele Kitta

Michele Kitta is committed to helping clients navigate financial decisions with greater clarity and confidence. With more than 20 years of experience in financial services and risk management, she works closely with individuals and families to develop personalized strategies focused on investment management, retirement planning, wealth preservation, and long-term financial well-being.

Anchorage, AK Arbor Team

Bio

Min Jung Tavella

Min Jung is an experienced corporate executive with 30 years of leadership driving growth, strategy and innovation for leading publicly traded global companies including the Kellogg Company, Kraft Foods, WhiteWave Foods and Danone. 

Anchorage, AK Arbor Team

Bio

Gregory Vidmar

As a CERTIFIED FINANCIAL PLANNER® professional, Gregory brings more than 10 years of industry experience, helping clients pursue their financial goals through comprehensive tax, financial, and investment planning. Throughout his career, Gregory has focused on educating clients about financial markets, answering their questions, and providing attentive, personalized guidance as their needs evolve.

Brookfield, WI Hansen Team

Bio

Ryan Swiatek

Ryan brings years of financial services experience to his team and clients, with a background in client service, investment management, trading, portfolio operations, and advisor support. He works closely with advisory teams to help deliver thoughtful, client-focused financial guidance and seamless client experience.

Elk Grove Village, IL Meehan Team

Bio

Nathan Presutti

Nathan helps individuals and families explore financial planning opportunities by connecting them with the resources and guidance they need to pursue their goals. With 20 years of experience in the financial services industry, he brings a client-focused background built through roles at Fidelity and Fisher Investments, where he spent two decades helping clients navigate important financial decisions.

Plymouth, MN

Bio

Frederic Han

Frederic began his career in the financial industry in 2008 as a financial advisor with Edward Jones, where he helped families with goals-based financial planning, portfolio construction, and ongoing portfolio management. Before joining Wealth Enhancement, he spent 10 years at Personal Capital, a company recognized as a disruptor in the financial services industry and later acquired by Empower. During his tenure, he held a variety of advisory and leadership roles.

Plymouth, MN

Bio

Jason Ahlgren

Jason brings 19 years of financial services experience to his role as Vice President, Financial Advisor. Since beginning his career in 2007, he has served as a Financial Advisor at Thrivent, Director of Retirement Planning for an Ameriprise practice, and Relationship Manager and Advisor at River bridge Partners. His varied experience helps him bring a thoughtful, well-rounded perspective to financial planning.

Plymouth, MN Great Water Team