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Team

At 360 Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Mike Rogers, AIF®, 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....

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Dan Mohoney

Senior Vice President

(952) 595-5548

(952) 562-8962

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...

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Jeff Thompson

Senior Vice President

(952) 595-5546

(952) 562-8962

Jeff, Senior Vice President of 360 Financial, brings 22 years of financial planning experience to his clients, including experience from Wells Fargo Investments, Morgan Stanley, and Paine Webber. He specializes in full balance sheet...

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Tom Whitnah

Senior Vice President

(952) 595-5547

(952) 562-8962

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...

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Robert Withers

Senior Vice President

(952) 595-5551

(952) 562-8962

Robert, Senior Vice President of 360 Financial, has 22 years’ experience in providing financial and advisory services to clients. Prior to joining 360 Financial in 2015...

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John Vanderpoel

Vice President of Compliance and Operations

(952) 595-5545

(952) 562-8962

John Vanderpoel joined 360 Financial in 2016 and is our Vice President of Operations and Compliance.  Prior to joining 360 Financial, John spent nearly 30 years in the corporate offices of Ameriprise Financial Services, Inc.,

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Theresa Goff

Senior Client Service Manager

(952) 595-5543

(952) 562-8962

Theresa is the Senior Client Service Manager at 360 Financial. She has been a member of our team since 2005 and has worked in the financial industry since 1989. 

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Christina, Client Service Coordinator, joined 360 Financial in May 2016. Christina works with Theresa to provide top-notch service to all of our clients. She is there to answer the phone when a client has a question about their account...

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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...

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Jessica originally grew up in Eden Prairie Minnesota. She started her college career at the University of Minnesota Duluth but then transferred to the Twins Cities campus. She currently lives in North East Minneapolis with her husband,...

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