Team
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We are an experienced team of certified financial advisors and personable associates, working to help our clients achieve their financial goals through our wealth management, asset allocation and risk management strategies throughout Minneapolis, St. Paul, surrounding twin cities area, and beyond.
Robert (Bob) Schneeweis
Chief Executive Officer
Tom Schneeweis
Chief Investment Officer
Jay Heflin
Senior Strategic Advisor
Bob J. Schneeweis
Chief Operating Officer
Jeanne Veeneman
Executive Assistant
Mitch Heflin
Research Associate
Jane White Schneeweis
Director of Corporate Development & Marketing