Program Participants
Acccounting: Tax-Related
Mark Sellner • Sellner Tax Consulting. LLC • 612-508-4107 • mark@sellnertaxconsulting.com
Jim O'Halloran • O'Halloran Tax & Financial Planning Group, LLC • 952-891-8009 • jimohall@comcast.net • www.ohallorangrp.com
Alan J. Gregerson • IRS, Small Business/Self-Employed - Communications, Liaison, and Disclosure • 651-726-1589 • Alan.J.Gregerson@irs.gov
Alan is not allowed to answer tax-related questions. However, he can assist you in finding the right individual if you are having problems communicating with the IRS.
Appraisal/Valuation:
Business Interests
Ben Van Zee • Commonwealth Solutions, Inc. • 952-469-4460 • info@comonwealthsolutions.com
Appraisal/Valuation: Collection,
Sales & Commissioning of Fine Art
Andrew E. Marks • 612-210-2275 • amarks1959@gmail.com
Communications and Counseling
- Financial Psychology
Susan Zimmerman, ChFC, LMFT • Mindful Asset Planning • www.mindfuladvising.com • 952-432-4666 • susan@mindfulplanning.com
Financial Planning: Concentrated
Positions in Structured Products
Jon Meyer, CFP® • Boeckermann Grafstrom & Mayer Wealth Management • 952-844-2513 • jmeyer@bgm-cpa.com • www.boeckermann.com
Financial Planning:
Divorce Planning
Joyce Franchett, CFP® • Franchett Financial Services • 952-921-5885 • jfranchet@visi.com
Amy J. Wolff • AJW Financial, Inc. • 952-405-2000 • amy@ajwfinancial.com • www.ajwfinancial.com
Terry Jacobson • Focus Financial • 952-896-3894 • tjacobson@focusfinancial.com • www.focusfinancial.com
Financial Planning:
Life/Disability/Insurance Planning
Joseph Larkin • AdvisorNet Financial • 612-347-7808 • jlarkin@advisornet.com
Financial Planning:
Long Term Care
Deb Newman • Newman Long Term Care • 952-469-2845 • debn@newmanltc.com
Financial Planning: Qualified Plan/
Distribution Plan
James M. Christian, CLU, ChFC • FSC Securities Corporation • 952-898-3060 • jim@jcretire.com
Craig W. Jergenson, CFP® • Coach Craig Jergenson, Wealth Management Group • 612-272-1508 • coachcraig@wmgadvisors.net
Financial Planning:
Social Security
Mike Miller • Integra Shield Financial Group LLC • www.isfngroup.com • 763-201-1390 • mike@isfngroup.com
Financial Planning:
Split Dollar Expert
Jeremy Green • Carlson Capital Management • 612-986-9399 • jeremy@carlsoncap.com
Financial Planning:
Wealth Investment Management
Janet Stanzak, CFP® • Financial Empowerment, LLC 952-646-0026 • jstanzak@finempowerment.com
Insurance:
Casualty and Liability
Mark Brown • Aon Private Risk Management • 952-656-8110 • Mark_Brown@ars.aon.com
Bruce Humphrey • RJF - Private Client Group • 763-746-8265 • humphreyb@rjfagencies.com
Insurance: Disability
Corey Anderson • Secura Consultants • 952-641-5204 • corey@securaconsultants.com
Legal and/or Financial Planning:
Business Planning - Succession Planning
Scott Moen • Best & Flanagan, LLP • 612-349-5659 • smoen@bestlaw.com
Dominque Staloch • Chartwell Capital Solutions • 651-261-2086 • nic.staloch@chartwellcapitalsolutions.com • www.chartwellcapitalsolutions.com
Legal and/or Financial Planning:
Estate Planning
Earl Cohen • Hellmuth & Johnson • 952-460-9242 • ECohen@hjlawfirm.com • www.hjlawfirm.com
Craig Empey • Empey Law Office, PLLC • 651-379-4568 • craigempey@empeylawoffice.com • www.empeylawoffice.com
Legal:
Trust Administration
Kathleen Elbert • First State Bank and Trust • 651-351-3762 • kathy.elbert@bayportbank.com
Practice Management: Running a
Business Focused on Affluent Clients
John Comer, CFP® • Comer Consulting, LLC • www.jcomerconsulting.com • 763-540-0711 or 877-540-0711 • john@jcomerconsulting.com
Real Estate: Residential
Denny Bennett • Denny Bennett Group - Bell Mortgage • 612-804-0488 • denny@dennybennett.com
Planners with specialized expertise who are interested in being a resource are welcome to complete an application.
FPA - Connect
