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
Investment Advisor

Jane White Schneeweis
Director of Corporate Development & Marketing