Our Team

I have been in the finance industry working with clients as an advisor since 2008. Starting out with Ameriprise Financial, I learned the value of taking a comprehensive approach when helping clients to make sure they’re financially sound from a holistic standpoint, rather than just one aspect of their financial picture. When you engage in Financial Planning Services, I serve as a fiduciary for you. I believe you deserve the highest standard of care when it comes to your financial planning relationship. My goal is to empower meaningful change in the personal and financial lives of my clients.

My financial planning experience comes with a focus on cash flow, investment, pre-retirement planning, retirement plan distributions and income, and protection strategies. Within those strategies come product experience involving mutual funds, stocks, ETFs, managed accounts, annuities, REITs, life insurance, disability insurance, long-term care insurance, and 529 plans.

I joined Diversified Wealth Management in 2014 for an opportunity to better service clients through an independent channel where I am free to choose the products and services that address my clients’ needs because of the absence of proprietary products. This commitment to objective, unbiased financial advice helps to preserve the integrity of my investment advice.

I am originally from Wisconsin and am an avid Wisconsin sports fan. After graduating from the University of Wisconsin - Eau Claire, I moved to the Minneapolis, MN area to start my career. I currently reside in Maple Grove, MN with my wife, Shelly, two beautiful children, Ethen and Kenzie, and our dog, Chase. I enjoy keeping active by playing in volleyball leagues, participating in ninja warrior practices and competitions, as well as rock climbing, and yoga. I have an interest in photography, and get involved in the community through events such as Habitat for Humanity and charitable walks/races, particularly Walk for Apraxia.

I am authorized to discuss and/or transact business with residents in the states of MN, WI, AZ, CA, ID, MD, NM, NV, OR, UT, VA and WA.

My business credentials include:

Professional Designations

CRPC® - Chartered Retirement Planning Counselor - An advanced designation offered by the College for Financial Planning focusing on retirement planning for individuals and small businesses.

APMA® - Accredited Portfolio Management Advisor - An advanced designation offered by the College for Financial Planning focusing on portfolio creation, augmentation, and maintenance.

AIF® - Accredited Investment Fiduciary - A designation offered through FI360 in association with Centre for Fiduciary Excellence (CEFEX) that focuses on applying fiduciary standards and prudent practices to the investment management process. Also applies to the management of qualified plans (401(k) plans, etc).

Securities Licenses*

Series 7 FINRA – License for general securities trading (stocks, bonds, mutual funds)

Series 63 NASAA – License for federal and state securities regulations

Insurance Licenses

Department of Commerce general insurance license for traditional (term, whole life, universal life and variable life), annuities, health, long-term care, disability, and group insurance.

_* Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Zoe Streckfuss is our dynamic Administrative and Operations Specialist. With a keen eye for detail and a passion for organization, Zoe brings a wealth of administrative expertise to the table. Her dedication to efficiency and seamless operations will undoubtedly enhance your client experience and streamline our internal processes. As we continue to hold ourselves to the highest standards of professionalism and service, Zoe will play a pivotal role in ensuring that every aspect of our practice runs smoothly. I am extremely excited to have Zoe join me, and I know she’s looking forward to interacting with you soon and starting to build strong relationships with each of you!

Zoe just moved up to Minnesota from Nebraska where she spent the last few years supporting multiple financial advisors. One of her favorite aspects of her role is getting to know clients and building relationships with them. She and her husband, Ian, just got married in 2023 and have two dogs. She’s an outdoors enthusiast and loves the fact that she has moved to “the land of 10,000 lakes” and can’t wait to start exploring.