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Meet our team


Built for your success

Our advisors prioritize your goals, aiming to make your financial aspirations a reality. We embrace clients from all walks of life, offering financial guidance and support to help you pursue your goals with clarity and confidence so you can live the life you deserve.

Our Team

Ann Wengronowitz, CFP®, RICP®

Ann Wengronowitz, CFP®, RICP®

Financial Planner

612.617.6110

Emily Malecha, CRPC®, ChFC®

Emily Malecha, CRPC®, ChFC®

Financial Planner

612-617-6178

Robert Evans

Robert Evans

Financial Advisor

612.617.6128

Erica Cochran

Erica Cochran

Associate Financial Advisor

612.431.7473

Support team

Helen Desta

Helen Desta

Practice Coordinator

612.299.1484

Benji Bruce

Benji Bruce

Client Services Assistant

612.431.7541

Soshanna Truong

Soshanna Truong

Client Services Assistant

612.617.6178

Through our relationship with North Star Resource Group and Cetera Advisor Networks we offer access to additional services and specialist teams.

Financial Planning

For complex cases, we collaborate with North Star's Financial Planning Resource Center (FPRC) to ensure every variable is accounted for.

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Investments

The North Star and Cetera investment management group offers portfolio consulting, investment due diligence resources, and investment education support.

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Tax

We work with the North Star tax department to coordinate your investment strategy with your tax needs.

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Medicare Supplement

To ensure you have appropriate health coverage entering retirement, you can consult with our Medicare Supplement team at no cost, with no obligations.

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