Client Access Start the Conversation
Start the Conversation
Client Access

Our Team

Meet the people who will help you think beyond your money.

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

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

Meet Luke
Connor Chesnut
Director of Portfolio Management – CFA®

Meet Connor
Mark Chamoun
ASSOCIATE ADVISOR

Meet Mark
Melissa Montgomery Headshot
Melissa Webb
DIRECTOR OF OPERATIONS

Meet Melissa
Andy Jolivette
DIRECTOR OF ALIGNMENT

Meet Andy
Amy Minear
LICENSED OFFICE PROFESSIONAL

Meet Amy
Bennett Anderson
FINANCIAL PARAPLANNER

Meet Bennett

Rooted in our Values

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

Integrity

Always do what’s right and hold ourselves accountable.

Relationships

We are in the relationship business. Built on trust, understanding and collaboration.

Communication

Honest and Clear. Intentional and Proactive. Listen and Respond.

Team Alignment

Working together for our shared mission; providing guidance to think beyond your money. 

Professionalism

How we show up to work and conduct ourselves. Behavior and Mindset.

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
Family with Baby

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

Our Locations

North Oaks Office

200 Village Center Drive
Suite 200
North Oaks, MN 55127-7204
(651) 635-0500
(651) 486-6431
beyondmoney@northoaksfinancial.com

Virtually Anywhere

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