Mike Rogers
mrogers@360financial.net
Mike Rogers is founder and president 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: Best Wealth Manager in Client Satisfaction for 2008 and 2010, and was named a Trusted Financial Adviser by Minnesota Law & Politics for 2010. 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, the Commonwealth Financial Network Leaders Council, a VIP Member of the Fidelity Retirement Group, and a member of the Financial Planning Association.
Mike lives in Minnetonka with his three children, Zachary (actually, he is in Madison attending the University of Wisconsin), Morgan, 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 Bachelor of Science 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.
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.
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.
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. When you call our office, you will most likely hear Theresa's friendly voice first.
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 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.
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