Our Firm
Mark G. Hein, MBA
Mark leads a team of financial advisors that are knowledgeable, personally committed and focused on providing financial stategies tailored to client needs. He has been working with investors since 1998.
Specializing in providing comprehensive wealth management services, Mark's emphasis is helping clients grow, protect and preserve their wealth. He believes that in today's volatile market the advice of a trusted, objective professional is more valuable than ever. Mark takes time to understand each of his client's financial objectives, risk tolerance and future financial goals to help determine the appropriate plan. Individualized attention creates a strong bond and trust between him and his clients.
Mark and his wife Jamie live in Wayzata with their two sons Nicklaus and Zachary. He coaches both sons in multiple sports. Mark earned both an undergraduate degree in Finance and an MBA from the accredited business school at St. Cloud State University. Mark has a single digit handicap in golf and played college basketball. As a family, they enjoy going to Twins games, playing a wide array of sports and watching the boys grow.
Mark holds FINRA series 7, 24, 63 and 65 licenses as well as his Life, Accident and Health Licenses in many different states.
Jonathan Bryant, Financial Advisor
Jonathan Bryant began his career as an advisor in 2002 and has provided clients with a distinctive blend of investment counsel and personal service. He helps clients design and implement coordinated financial plans and strategies to pursue their financial objectives. As an independent advisor, Jonathan has the ability to use the entire universe of investment products and services to specifically tailor strategies for each individual client's situation.
A native of Plymouth, MN Jonathan received a Bachelor's degree in Finance from The University of Wisconsin-Madison where he was also a member of the men's basketball team that participated in the 2000 Final Four. After his time in Madison, Jonathan spent a year playing professional basketball in the CBA before moving back to Minnesota and starting his career. He and his wife Sara have two children and live in Eden Prairie.
Jonathan holds FINRA series 7 and 66 licenses as well as his Life, Accident and Health Licenses in multiple states.
Jeff Thielen, Certified Financial Planner
Jeff has the CERTIFIED FINANCIAL PLANNER™ designation with a CPA® background. Families work with him for comprehensive, multi product wealth management solutions. He has worked with families since 2001.
Jeff uses a disciplined approach for clients developing, implementing and maintaining an integrated wealth management plan. A wealth management plan helps families grow, protect and transfer wealth over the long term. It is critical to understand and evaluate your individual goals and objectives. Jeff defines success as achieving his clients' goals and objectives within the framework of identified time periods and risk parameters.
Along with his expertise, he utilizes internal and external resources along with coordinating with your professionals - CPA and Attorney, to deliver prudent and timely financial solutions with superior service.
To obtain the CFP® certification, individuals must complete a comprehensive course of study at an approved college or university covering a multitude of financial planning topics including investments, estate planning, insurance, income tax planning, wealth transfer strategies, risk management, retirement planning, employee benefits and wealth management planning.
Jeff has two children, Jackson who attends Gustavus Adolphus College and pitches on the baseball team and Elle who is a senior and member of the dance team at Eden Prairie High School. Jeff enjoys spending time with family, playing golf, working out at Lifetime Fitness, reading, playing basketball, traveling and skiing.
He holds the Series 7 and Series 66 licenses, has numerous state insurance licenses and is registered to conduct business in the following states:
AR, AZ, CA, CO, DE, FL, IL, KS, MD, ME, MN, NM, OH, OR, RI, TN, TX, VA, WA, WI
Lori Nelson, Executive Assistant
Lori has been in the financial industry for 30 years. Born and raised in Minnesota, Lori received her BS degree from Bemidji State University. She and her husband Dan reside in Delano, MN. They have a son Eric and a daughter Sarah. Lori holds her FINRA Series 7, 8, 63 and 66 registrations.