Meet Children’s Legacy Advisors

Leadership Council

Christina Ambrose, J.D.
Director of Client Service, NorthRock Partners

Sheri Clark
Assistant Vice President, NFP Private Client Group

Joe Downes CFP®, MBA
Lead Advisor, Integrity Wealth

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

Matthew Shea, J.D., Leadership Council Chair
Partner, Lathrop Group GPM LLP

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

Jesse C. Beier. J.D.
Attorney, Fredrikson & Byron, P.A.

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

Shannon Clark
Senior Managing Director, Nicollet Investment Management

Robert L. Cohen
Principal, Tamar Fink

Cheryl Coombs, CPA, CFP®
Relationship Manager, Riverbridge Partners

Jacob Creydt, CFP®, AAMS®
Managing Director, Wealth Management, UBS Financial Services

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

Kim DeBaere, CFP®, CTFA
Private Wealth Advisor, U.S. Bank Private Wealth Management

Matthew Delaney, CFP®
Wealth Advisor, CliftonLarsonAllen Wealth Advisors

Tyler Engbrecht CFP®
Wealth Advisor, Fure Financial

Bradley J. Frank, J.D.
Partner, Barnes & Thornburg, LLP

Erik Gabrielson
Partner, Activ8, LLc

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

Mike Giefer, J.D., CFP®
Private Wealth Manager, Creative Planning, Inc.

Elizabeth Gustafson
Director, Envoi, LLC

David C. Joyslin, J.D.
Attorney, Best & Flanagan, LLP

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

Jason Kley, AIF®, CFP®, MBA
Director of Financial Planning, Carlson Capital Management

Nathan Knoll, FIC
Financial Planner, Thrivent Financial

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

Dave Legus
Managing Director, Meristem

Scott A. Mortensen
Vice President, Bernstein Global Wealth Management

Shelley Nelson, CPA, CFP®
Client Manager, Simplify Wealth

Marya P. Robben, J.D.
Principal, Gray Plant Mooty

Jeanne Rosengren
Vice President – Financial Advisor, Merrill Lynch

Michael P. Sampson, J.D.
Partner, Maslon

Ingrid Strauss, CFP®
Financial Planner, Cordis Financial

Andy Tate, CFP®, ChFC®, CDFA®
Financial Planner, Tate and Setterlund

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

Chad Warner
Private Client Practice Leader, Blakestad, a Marsh and McLennan Agency

Karen S. Wehner, CLU®, ChFC®
President and CEO, Wehner and Associates

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

Nicole Winter Tietel, LUTCF
President and Financial Planner, Winter & Associates, Inc.

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.