The Bohannon Group |
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Contact Us1191 Northland Dr Office: 651-456-9446 Take the first stepAre you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives? Take The First Step
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Associates
Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary. Matt Anagnostou, CLU®, ChFC®, CASLWealth Management Advisor Brett W Anderson, CLTC, CLU®, ChFC®Financial Advisor Gerald AsplundWealth Management Advisor Patrick J Barrett, CPA, CLU®, ChFC®, MBAFinancial Advisor Brad Baune, CLU®, ChFC®Wealth Management Advisor Bradley Baune will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. He can design an overall comprehensive plan, or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning. Comprehensive planning focuses on your unique hopes and dreams and incorporates your personal values into that plan. Greg BauneField Director Greg Baune of The Bohannon Group specializes in the development of proposals and analysis for both individuals and businesses. He assists his clients in developing offensive and defensive strategies to achieve the goals most important to them through the use of insurance and investment products. Greg is a qualifying member of the Million Dollar Round Table and has received both the National Sales Achievement Award and the National Quality Award. Greg is also a Field Director for the Bohannon Group and plays a key role in the growth and developement of the firm as a whole. Mark BoothFinancial Representative Michael J BrownlowFinancial Representative Brett BurgauFinancial Representative Intern Gabe ChristensonField Director Grant CoxFinancial Representative Scott DorganFinancial Representative Robert L Erkel, CLU®, ChFC®, CFP®Wealth Management Advisor As your Wealth Management Advisor, Bob Erkel will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Michael M Erpelding, CLU®, ChFC®Assistant Over the years, Mike has built a very successful and well-rounded practice for his insurance and investment clients. Achievements throughout the industry include membership in the Million Dollar Round Table as a Court of the Table producer, a National Quality Award winner, and he has been a recipient of the National Sales Achievement Award. Mike has also qualified for Northwestern Mutual´s Forum 9 out of the last 11 years, and has received the Master Achievement award within the Northwestern Mutual Financial Network. Today, Mike works as Managing Director for the Saint Paul District Agency. In addition to maintaining a strong personal practice, he plays a key role in the career development of other Financial Representatives. Adam EwaldFinancial Representative Intern Rich Fink, MBAFinancial Representative Gretchen FlynnFinancial Representative Ryan GargaroFinancial Representative Shawn M GrayFinancial Representative Steven R GriepFinancial Representative Perrin GustafsonFinancial Representative Intern Chad HayesFinancial Representative Intern Doug HelgetFinancial Advisor Doug Helget of The Bohannon Group has been a Financial Representative, since 1984. The primary goal of Doug´s practice is to work with positive people who welcome the opportunity and responsibility associated with sound financial analysis. This analysis may be related to their family, business or both. Doug particularly enjoys working with professionals, business owners, and people in the medical profession, such as physicians and dentists. Doug is a member of the National Associatation of Insurance & Financial Advisors (NAIFA) and a member of the Society of Financial Service Professionals. B J HellyerFinancial Representative Eric R HemingwayFinancial Advisor Roman HernandezFinancial Advisor Michael HoffmanFinancial Representative Whether you are concerned for your own financial needs or those of your family or business, I will work to understand your financial dreams and goals so I can help provide the right solutions and products at the right time. Blaine Joerger, CLU®, ChFC®, CLTCFinancial Representative Dave JussilaFinancial Advisor John Kennedy, CLU®, ChFC®Financial Representative Dan Koller, CLU®, CFP®Wealth Management Advisor Mitch McNeilFinancial Representative Roger M Nelson, CLU®, LUTCFFinancial Representative Tom Patnode, CLTCWealth Management Advisor Darrell Peterson, CLU®, FLMIFinancial Advisor David Pfister, CLTCFinancial Representative Jon QuesnelFinancial Representative R Brian Raab, CLU®Financial Advisor John RuscianoFinancial Advisor John helps executives, professionals and business owners and their families align their financial actions with their values. His approach is to develop a workable strategy with clear action steps and timetables. John strives to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. David Sayers, MBAFinancial Representative Lisa Scamehorn, CEBSEmployee Benefit Specialist Christopher ShuckFinancial Representative Michael Smith, CLU®, ChFC®Financial Representative Mike works with physicians, professionals, and business owners in the areas of personal needs analysis, life insurance, disability insurance, and retirement strategies. Matthew SnyderFinancial Representative Shannon Steensma, CLU®, ChFC®, CFP®Financial Advisor Jeremy Tok, MAFinancial Representative Bradley Vick, CASLWealth Management Advisor Lance WakefieldFinancial Representative Lance Wakefield of The Bohannon Group has been a financial representative since 1988. Lance´s practice consists of primarily personal needs analysis with based products (life insurance, disability income insurance and long term care insurance). Business analysis for business owners also makes up a good piece of Lance´s business. Retirement, asset allocation and distribution strategies continue to be a developing part of Lance´s practice as more clients are requiring sound advice regarding wealth accumulation and distribution. Lance has received the National Sales Achievement Award and the National Quality Award, since 1991. He is also a qualifying member of the Million Dollar Round Table. Nicholas WeilerFinancial Representative David B Wickstrom, CLU®, ChFC®Financial Representative David C WilsonFinancial Representative Steven Worner, MBA, CLTCFinancial Representative |
