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Brian is a financial advisor and the managing principle of 360’s Elk River office. He has a wide range of experience in financial services, accounting, and management.

He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial planning and investing. Brian attained a bachelor’s degree in accounting and carries life and health insurance licenses.

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Brian is married to Patty and raised three children in St. Michael, Minnesota. He loves activities like boating, snowmobiling, biking, and traveling. Brian is a huge sports fan, participates in volunteer activities regularly, and is actively involved in community organizations.

As a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®, Will helps clients create their ideal life through values-based financial planning. 

His process is designed to pursue each client’s objective, whether it’s preparing for retirement, ensuring smooth business succession, funding for education, implementing wealth transfer strategies, and navigating other impactful financial events.

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Will enjoys empowering people to make informed decisions and seeing the positive impact his guidance can have on their lives.

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Prior to joining 360, he spent seven years serving hundreds of clients at a boutique RIA focused on healthcare executives with equity compensation and then at a large, independent RIA. He earned a Bachelor of Science degree in Finance from Miami University and holds his Series 7 and 63 licenses through LPL Financial and his 65 license through 360 Financial.

As a CERTIFIED FINANCIAL PLANNER,™ Michael advises his clients on insurance planning, investment planning, retirement income planning, tax planning, and estate planning. He prides himself on being a professional advisor who puts planning before products.

This is one of the reasons he was attracted to 360 Financial’s client-focused culture. Michael likes to start with each client’s “why.” By understanding what’s truly important to them, the “what” of investment and planning strategies can be custom designed to support their long-term ambitions.

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Prior to joining 360, he spent nine years honing his skills first at a Fortune 100 Financial Services Company and then at independent, planning-centric firms. He graduated magna cum laude from Bethel University with a BA in economics and finance, as well as a minor in mathematics.

As a Chartered Financial Analyst,® Ryan specializes in investment management strategies designed to build generational wealth for high-net-worth families.
 
With over 20 years of experience in wealth management, tax planning and risk management, he helps his clients maximize their opportunities for success through holistic planning that addresses every aspect of their financial lives.
 
Ryan believes in the power of sticking to a long-term plan and not making reactionary decisions based on hype or short-term market noise. One of the most rewarding aspects of his job is the opportunity to advise people on some of their most significant life decisions, often involving money.
 
Before joining 360, Ryan honed his skills working with boutique advisory firms in Wells Fargo’s ultra-high-net-worth client group. He has an MBA in Finance from the University of St. Thomas and earned his undergrad degree from the University of Minnesota.
 
Ryan enjoys spending time away from work with his wife, Jessica, and skating in their backyard hockey rink with their boys.

*Investment advice offered through 360 Financial, a registered investment advisor.

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.

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Dan is a CERTIFIED FINANCIAL PLANNER™ professional. In addition, he has a BS in Agricultural Business Administration from the University of Minnesota. He holds series 7 and 63 security registrations with LPL Financial and the Series 65 security registration as an Investment Advisor Representative with 360 Financial, 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, Senior Vice President of 360 Financial, brings 36 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 financial planning, retirement planning, 401(k) Plans, and IRA rollovers.

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Jeff has conducted retirement planning seminars, branch banker training, and has been involved in mentoring. He holds the series 7 and 63 security registrations with LPL Financial, and a Minnesota insurance license. 

Tom, Senior Vice President of 360 Financial, has been providing financial and advisory services to clients for over 30 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.

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Tom is a graduate of the University of Minnesota, he holds series 7 and 63 security registrations with LPL Financial, and a Minnesota Insurance license.

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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 six grandchildren.