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

Jeanne Rosengren
Vice President – 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, CRPC®
Managing Director and Senior Financial Advisor, Merrill Lynch

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

Patrick Chaffee
Executive Vice President of Banking 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

Joe Downes CFP®, MBA
Wealth Manager

Bradley J. Frank
Partner, Barnes & Thornburg, LLP

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

Laura Halferty
Partner, Stinson Leonard Street, LLP

David C. Joyslin
Attorney, Best & Flanagan, LLP

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

Jeanne Krigbaum
Sr. Wealth Planner, The Private Bank – Wells Fargo

Dave Legus
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, CLU®, ChFC®
President and CEO, Wehner and Associates

Thomas J. Wesely, CPA®
Owner, Wesely & Wesely CPAs

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

Disclaimer: Please note that any references in this website to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this web site to the web site of another party, do not constitute an endorsement by the Children’s Minnesota Foundation or any of its employees, of such person, organization, activities, products or services.