Mike Rogers

Mike Rogers, President, is the founder of Wayzata-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. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies specifically tailored to address the issues and concerns of qualified retirement plan trustees, high level professionals, and thriving business owners.

Mike holds the series 7 and 63 security registrations with LPL Financial. He has been recognized locally by receiving the Five Star Wealth Manager award consecutively from 2012 through 2020 1. He served six years on the Benilde-St. Margaret’s Board of Directors, chairing the Investment Committee for many of those years.

Through his membership on the Twin West and Wayzata Chambers of Commerce, he is able to better support business owners. And belonging to the LPL Financial Chairman Club and the Financial Planning Association allows continual support for the financial industry as a whole.

As the founder, Mike’s priority is that 360 Financial always serves the client with empathy, integrity, and honesty. This unique, client-centric approach allows the firm to help clients decipher between the things they can control and what truly matters. In other words, Mike understands that money is not the end all be all, instead it’s the “how” that fuels the “why” to the question: “What’s important to you?”

Mike lives in Minneapolis with his wife Anne, the “littles” Cole, Ethan, and Brooke, and the occasional “bigs” Zachary, Morgan, and Taylor.

Side note: In 2018, Mike bought The Lake Minnetonka Triathlon to support his love for giving back to local charities (and it forces him to stay in half-way decent shape).

1 Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2020 Five Star Wealth Managers.

Dan Mahoney

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 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. Dan was named a Five Star Wealth Manager in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, and 20201.

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.

1 Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2018 Five Star Wealth Managers.

Jeff Thompson

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 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 series 7 and 63 security registrations with LPL Financial, and a Minnesota insurance license. Jeff was named a Five Star Wealth Manager in 2013, 2014, 2015, 2016, 2017, 2018, 2019, and 20201.

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.

1 Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2018 Five Star Wealth Managers.

Tom Whitnah

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, he holds series 7 and 63 security registrations with LPL Financial, and a Minnesota Insurance license.

Tom was named a Five Star Wealth Manager in 2013, 2014, 2015, 2016, 2017, 2018, 2019, and 20201.

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.

1Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2020 Five Star Wealth Managers.

Brian Bohnsack

Brian attained a bachelor’s degree in accounting, earned his FINRA series 7 and 66 securities registrations through LPL Financial, and carries life and health insurance licenses.

Brian 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 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.

One of Brian’s goals is to see every Big Ten stadium and the fourteen biggest college football stadiums. To date, he has seen 8 of the 14 of the Big Ten stadiums and 6 of 14 of the football college stadiums.

Ron Eckstam

Ron was the founder/owner of Eckstam Financial Strategies, LLC for 17 years. Prior to starting Eckstam Financial Strategies, Ron was a successful corporate executive with Target Stores. Expanding upon his niche market expertise, Ron founded and successfully ran his own entrepreneurial business 17 years before selling it. These experiences shape how Ron now runs his financial services practice and provide a solid foundation of knowledge and expertise when working with business owners.

Financial planning combines Ron’s passions for financial strategies, helping families, and figuring out ways to help entrepreneurial businesses grow and
prosper. The analytical skills needed to understand and integrate all the strategies are a perfect fit for Ron’s strengths.

Ron graduated from St Olaf College with a BA in Economics and earned his Master of Business Administration from the University of Virginia’s Darden School of Business. He is an Investment Advisor Representative (IAR) with Series 7, 66, and 24 securities registrations held with LPL Financial as well as Life/Health/Disability and Long Term Care insurance licenses.

Ron and his wife Cheryl enjoy spending time with their 3 children, spouses, and 9 grandchildren. They also enjoy outdoor activities, reading, and traveling.

Nick Andresen, CFP®

Nick, CFP® and Director of Wealth Management, joined 360 Financial in December 2018. He has 14 years of experience in the financial services industry. Nick’s expertise includes personal financial planning, investment management, insurance strategies, tax strategies, and estate planning.

Prior to joining 360 Financial, Nick was a Senior Wealth Advisor at a national Registered Investment Advisor (RIA) where he collaborated with the client’s team of accounting and legal professionals to bring their financial planning and investment management needs together in a comprehensive and seamless manner. Prior to that, Nick was with a global wealth management organization, where he helped build the Alternative Investment Department, and before that, as an Investment Specialist at a local RIA.

Nick is a CERTIFIED FINANCIAL PLANNERTM professional. In addition, he has a BS in Finance from Saint Cloud State University. He holds the Series 7 and 63 security registrations and the Series 65 security registration.

Nick and his wife, Jessica, live in Lakeville with their daughters Allison (3) and Isabelle (3 months), and their dog Riley. His hobbies include music, comedy, sports, and spending time with family and friends.

Lauren Brown, CFP®

Lauren, CFP®, joined 360 Financial in July 2021. Lauren has over 10-years of experience in the financial services industry. Before joining 360 Financial, Lauren was a Financial Advisor with a local Independent Advisory firm where she helped individuals and couples develop their financial plans and pursue their goals.

Lauren is a CERTIFIED FINANCIAL PLANNER™ with Series 7 and Series 66 licenses. She approaches financial planning in a personalized and compassionate manner to help her clients pursue their goals. Lauren is highly skilled when it comes to financial, retirement and income planning, investment management, insurance strategies, tax strategies, and estate planning.

Lauren lives in Eden Prairie with her two children, Mason (10) and Aubrey (8). In her free time, she enjoys yoga, cooking, and watching her kids play hockey.