Mike Rogers
mrogers@360financial.net
Mike Rogers, President, is the founder of Minneapolis-based 360 Financial. Prior to establishing the firm in 1995, he spent seven years building a solid financial base with two of the nation's largest investment firms, Paine Webber and Dean Witter Reynolds. His responsibilities included advising individuals and trustees on sound investment principals. As a retirement plan specialist, Mike established the foundation for his expertise in IRAs, IRA rollover strategies, and qualified retirement plans. He utilizes this expertise to build customized wealth management plans for the firm's private clients.
Mike has consulted numerous trustees on fiduciary responsibilities according to ERISA standards through private consultation and public seminars. He has conducted educational workshops for thousands of retirement plan participants, as well as served as a keynote speaker at public financial planning seminars.
Mike is a registered investment adviser. He holds the FINRA Series 7, 63, and 65 securities registrations with Commonwealth Financial Network®, and a Minnesota insurance license. He has been named a FIVE STAR Wealth Manager, Best in Client Satisfaction in 2008, 2010, and 2011*; a Trusted Financial Advisor by Minnesota Law & Politics for 2010**; and, along with the rest of the advisors at 360 Financial, a Top Wealth Manager by the National Association of Board Certified Advisory Practices in 2011***. He is a member of the Benilde-St. Margaret's Board of Directors, and a former board member of the Wayzata Chamber of Commerce. In addition, Mike is a member of the Golden Scale Council, a VIP Member of the Fidelity Retirement Group, a member of the Financial Planning Association, and a leading producer at Commonwealth Financial Network.
Mike lives in Minnetonka with his three children, Zachary (actually, he is in Madison attending the University of Wisconsin), Morgan (she's attending the University of Southern California), and Taylor. In his spare time, he enjoys skiing, golfing, and gardening. His new passion is participating in triathlons, especially when he can tie them to supporting local causes, such as the ICA Food Shelf.
Dan Mahoney
dmahoney@360financial.net
Dan, Senior Vice President of 360 Financial, has been a financial advisor for over twenty-five years, specializing in financial planning. He draws on many years of experience at Paine Webber/UBS Wealth Management.
Dan is a CERTIFIED FINANCIAL PLANNERTM professional. In addition, he has a BS in Agricultural Business Administration from the University of Minnesota. He holds the FINRA Series 7, 63, and 65 securities registrations with Commonwealth Financial Network®, and a Minnesota insurance license. In 2011, along with the rest of the advisors at 360 Financial, he was named a Top Wealth Manager by the National Association of Board Certified Advisory Practices.
He was born and raised in Richfield and currently lives in Bloomington with his wife, Cathy. They have two adult daughters, Sarah and Megan. He enjoys volunteering at the Bloomington Theatre and Art Center and various youth organizations. He also loves golfing, cooking, and sports of all kinds.
Jeff Thompson
jthompson@360financial.net
Jeff, Senior Vice President of 360 Financial, brings 22 years of financial expertise to his clients, including experience from Wells Fargo Investments, Morgan Stanley, and Paine Webber. He specializes in full balance sheet financial planning, retirement planning, 401(k) Plans, and IRA rollovers.
Jeff has conducted retirement planning seminars, branch banker training, and has been involved in mentoring. He holds the FINRA Series 7, 63, and 65 securities registrations with Commonwealth Financial Network®, and a Minnesota insurance license. In 2011, along with the rest of the advisors at 360 Financial, he was named a Top Wealth Manager by the National Association of Board Certified Advisory Practices. Jeff participates in various community, business, and volunteer activities, such as his local Chamber of Commerce, Habitat for Humanity, and The United Way. He has two adult children and lives in Lakeville with his Jack Russell Terrier, Tank. He enjoys many activities including golf, sailing, and biking.
Tom Whitnah
twhitnah@360financial.net
Tom, Senior Vice President of 360 Financial, has been providing financial and advisory services to clients for 32 years. Prior to joining 360 Financial in 2011, Tom was at Morgan Stanley Smith Barney. He takes pride in crafting an investment plan to fit in with each of his clients' stated needs and goals. Tom is a graduate of the University of Minnesota, holds FINRA Series 7 and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®, and a Minnesota Insurance license.
He and his wife Brenda reside in Maple Grove, where he gives back to his community through involvement in many organizations, including Interfaith Outreach & Community Partners, Life Coaches for Kids, and Tree House for Teens. Tom enjoys golfing, travel, reading, and spending time with his family that includes four adult children and five grandchildren.
Theresa Goff
tgoff@360financial.net
Theresa joined 360 Financial in 2005 as our Client Service Manager and has worked in the financial industry since 1989.
Theresa provides “world class" service to all who call 360 Financial. She assists clients with all their needs from answering questions about their accounts to helping them complete all types of account paperwork. She helps to prepare for client meetings, updates the client files, and keeps the office in tip top shape.
Outside of work, Theresa enjoys spending time with her husband, Lyle and son, Brandon in Coon Rapids. She also enjoys experimenting with new recipes, reading novels, volunteering with the Coon Rapids Lions and spending time with friends.
Kirsten Davidson
kdavidson@360financial.net
Kirsten started at 360 Financial in 1997, handling the busy phones, all day-to-day operations, and client support. Kirsten enjoys working with clients and draws on her many years of customer service experience to be one of the friendly voices you hear on the phone, coordinating with Theresa and Janet to provide “raving fan” service. Kirsten's many responsibilities include managing our client mailings so that they are timely and accurate, maintaining our database, updating the website, bookkeeping, accounts payable, and payroll. In her spare time, Kirsten and her husband Nate enjoy many activities with their four children, Mackenzie, Zachary, Annika, and Samuel. She also loves to be outside gardening, skiing, reading mysteries, taking long walks, and cheering on the many sports teams of her current hometown of Becker.
Janet Jakobitz
jjakobitz@360financial.net
Janet is the Marketing Director of 360 Financial. She comes from an extensive background in sales, marketing and customer service, including several years as a real estate agent. Like Theresa and Kirsten, she believes in providing “raving fan” service.
Janet's responsibilities include scheduling client meetings, working with Kirsten on client mailings, and coordinating special seminars, meetings and events. She also communicates with our strategic partners so we can provide “big picture planning” for our mutual clients.
Janet is a life long Twin Cities resident and lives in Minnetonka with her husband, Dan, and son, Michel. Gardening occupies much of her free time in the summer. She also enjoys traveling, spending time with family and supporting her son's sports teams.
Zavier Bicott
Zbicott@360financial.net
Zavier is 360 Financial's Sales Assistant. He brings a range of experience to 360 Financial, including four years of being licensed in the life and property/casualty insurance industry. Most recently he was a liaison between admissions and prospective students at Globe University.
Zavier's primary responsibility is to connect with potential clients, whether they have been referred by a current client, attended one of our seminars, or came to us through other means. He schedules complimentary consultations with one of our advisors and provides information requested by prospective clients.
Zavier is also a student, working toward his BA in Business Administration and Associates Degree in Accounting & Tax Specialist, as well as studying for his FINRA Series 7 securities registration. Recently, Zavier married his high school sweetheart, Sarah, and they reside in Bloomington.
* Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
**In November 2008, Law & Politics surveyed more than 7,000 Minnesota lawyers, asking them whom do they trust with their investments. Based on responses and additional comments from respondents, a list of more than 200 advisors were identified.
*** To be distinguished as a Top Wealth Manager, NABCAP uses 20 criteria including: years of experience, planning, investment, and risk philosophies, fees/cost structures, and customer services models. No fee is paid to be considered. The distinction is not indicative any investing performance or future client experience.
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