a specific item you would like the Board to discuss, click here to email the Executive Director or call 763-781-1212.
board of directors 2024
Chairperson
Bruce Lorenz, CFP®, MBA, FHFMA
715-218-8575
NewRetirement Advisors
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President
Nicole Meeker, CFP®
612-723-2658
CrossCountry Mortgage
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President-Elect
Alex Pengelly, CFP®, BCF™
952-893-1200
Capital Management Associates, Inc.
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Director of Career
Development
David Leflar
763-367-3040
Prudential
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Director of Communications
Kristy Gusick
651-592-4662
Align Marketing Group
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Co-Director of Diversity, Equity & Inclusion
Mai Yang, CFP®
952-641-7868
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Co-Director of Diversity, Equity & Inclusion
Dana Brewer, CFP®
952-885-9088
Birchwood Financial Planners
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Director of Financial Education
Jason Kley, CFP®, AIF®, MBA
952-230-6705
Carlson Capitol Management
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Director of Programs/ASCEND Conference
Jeanna Fifer, CFP®, CPWA®
612-268-2620
Cordis Financial
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Director of NexGen
Vince Darling, CFP®, CPFA®
651-464-2531
Stonebridge Group
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Director of Partnerships
Keith "Sunny" Loveland, JD, AIFA, CIDA
952-746-1106
Loveland Consulting
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Director of Pro Bono
Dan McDonald, CFP®, CLU®, ChFC®
704-990-9023
RIA Insurance Solutions
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Director of Professional Issues
Elizabeth Ridley Scott, Esq.
952-841-2514
Heley, Duncan & Melander, PLLP
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