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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.

Danielle has been associated with Brian since 2012 and has more than 20 years of experience in banking, mortgage, insurance, and the financial services industries.

We are truly blessed and grateful to have her managing client-related planning and operational tasks at 360 Financial – Elk River.

Danielle holds a bachelor’s degree in finance from the University of Minnesota Carlson School of Business. She’s a CERTIFIED FINANCIAL PLANNER™ professional and has her FINRA Series 6, 7, and 63 securities registrations held with LPL Financial. Danielle also holds life and health insurance licenses.

Danielle lives in Elk River with her husband and their blended family of four children. She loves spending time with her family and friends or simply binge-watching her guilty pleasure–reality TV.

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.

Mitch is a financial professional focusing on portfolio management, retirement planning, estate planning, and goal funding.

His approach to financial planning is holistic, addressing each client's needs, goals, and aspirations to build an individualized plan to pursue financial success. He believes in educating clients to empower them to make confident financial decisions.

What excites Mitch most about his job is meeting new clients and contributing 

to their pursuit of financial success. He finds it very rewarding to see clients accomplish their short‐term and long‐term financial goals.

Before joining 360, Mitch sharpened his skills at Wells Fargo as a Senior Wealth Management Banker and as a financial advisor at Prudential Financial. His educational background includes a BBA in Business Management from the University of Wisconsin‐Whitewater.

When he's not working, Mitch's top priority is his family. 

He also enjoys following the local Minnesota sports teams.

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.