Meet Children’s Legacy Advisors

Leadership Council

Matthew Shea, Leadership Council Chair
Principal, Gray Plant Mooty

Christina Ambrose
Director, Abbot Downing

Monica Eckberg, CLU®, ChFC®
Wealth Management Advisor, Northwestern Mutual

Elizabeth Gustafson
Vice President, Envoi, LLC

Shannon King, CPA, CFP®, PFS, CIMA®, CPWA®, MBT
Partner, President, Chief Compliance Officer, Silver Oak Wealth Management LLP

Julie Krieger
Former Advisor to Families and Foundations at Evercore Wealth Management

Anne Novak, CPA, PFS, CTFA
Client Advisor, Meristem & Vice President, Meristem Trust Company, Meristem

Jeanne Rosengren
Financial Advisor, Merrill Lynch

Become a Legacy Advisor


Laurence J. Altman, CFP®, CLU, CLTC
Founding Partner, Fortune Financial, LLC

Jerrold E. Anderson
Senior Vice President, The Private Client Reserve at U.S. Bank

Nancy Bergstrom, CFP ®,CAP ®
President and Founder, Be Financial

Christina Boyd
Managing Director, Merrill Lynch

Colin S. Brooks
Vice President and Trust Officer, Sawmill Private Management

Patrick Chaffee
Executive Vice President and Wealth Management, Bell State Bank and Trust

Robert L. Cohen
Principal, Tamar Fink

Gregg M. Cummings, CFP®, ChFC®
Senior Vice President, Financial Advisor, Morgan Stanley

Bradley J. Frank
Partner, Barnes & Thornburg, LLP

Megan Gehrman, CFP®
Certified Financial Planner, Sterling Retirement Resources, Inc.

Laura Halferty
Partner, Stinson Leonard Street, LLP

Jon D. Kennedy
Managing Director/Principal, Waypoint Capital Advisors

Gregory A. Kvam
Shareholder, Briggs

Dave Legus, MBA
Managing Director, Meristem

Scott A. Mortensen
Vice President, Bernstein Global Wealth Management

Marya P. Robben
Principal, Gray Plant Mooty

Michael P. Sampson
Partner, Maslon

Scott A. Thuleen, CFP®, APMA®
Financial Advisor, Ameriprise Financial

Karen S. Wehner
President and CEO, Wehner and Associates

Thomas J. Wesely
Owner, Wesely & Wesely CPAs

Michelle A. Young, CFP®, ChFC®, CDFA®, ADPA®, APMA®
Private Wealth Advisor, Ameriprise Financial Services, Inc.

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