Family with Baby
About Us

We think about your finances, so you can focus on what is most important to you.

Guided by our Values

These are the qualities that drive us as individuals and as a team…

Integrity

Always do what’s right and hold yourself accountable.

Professionalism

How we show up to work and conduct ourselves.

Relationships

How we treat each other and our clients. What it’s all about.

Communication

Honest and clear; provide answers before questions are asked.

Team Alignment

Working together for a shared mission. Being on the same page. 

What do you value?

Thinking beyond your money begins with knowing what is most important to you. This is the first step to align your life.
Find Out Now
Try the North Oaks Values Exercise

Our Team

Meet the people who will help bring your values and finances into alignment so you can think beyond your money.

Keith Berg
PARTNER / WEALTH ADVISOR – BFA™, CFP® , FIC

Meet Keith
Luke Schneider Headshot
Luke Schneider
PARTNER / WEALTH ADVISOR – BFA™, CFP® , FIC

Meet Luke
Carter Michaelson
WEALTH ADVISOR

Meet Carter
Patty Keehr Headshot
Patty Keehr
INVESTMENT SOLUTIONS SPECIALIST

Meet Patty
Andy Jolivette
CLIENT RELATIONSHIP MANAGER

Meet Andy
Melissa Montgomery Headshot
Melissa Montgomery
CLIENT COORDINATION MANAGER

Meet Melissa
Taylor Moline
FINANCIAL PLANNING SPECIALIST

Meet Taylor
Maggie Farrell Headshot Maggie Farrell Casual
Maggie Farrell
OPERATIONS OFFICER

Meet Maggie
Corigan Klocek
Office Professional

Meet Corigan

Our Locations

North Oaks Office

200 Village Center Drive
Suite 200
North Oaks, MN 55127-7204
(651) 635-0500
(651) 486-6431

Virtually Anywhere

Available to meet by phone or video calls, and licensed in multiple states – so you can work with us from wherever.