Mike Rogers is the President and 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 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 served six years on the Benilde-St. Margaret’s Board of Directors, chairing the Investment Committee for many of those years. Through his membership in 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 the founder, Mike’s priority is that 360 Financial always serves the client with empathy, integrity, and honesty. This robust, 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 halfway decent shape).
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
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.
Will enjoys empowering people to make informed decisions and seeing the positive impact his guidance can have on their lives.
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.
Will lives in Minneapolis with his fiancée, Melissa. In his free time, he enjoys competing in triathlons, golfing and is an active member of the Minnesota Leadership Council for the Chick Evans Scholarship Foundation, which he was a recipient of.
Favorite Financial Quote:
“If everyone is moving forward together, then success takes care of itself.” – Henry Ford
Financial Superpower:
Being a “Freedom Builder”
Financial Advice:
Your core values should drive all your financial decisions.
Favorite Financial Book:
It’s a tie between “Stocks for the Long Run” by Jeremy Siegel and “The Psychology of Money” by Morgan Housel
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, 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.
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.
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.
Michael lives in Golden Valley, Minnesota with his wife, Bri and their three children. When he is not working, he enjoys exploring parks and reading books as a family, hiking, and playing guitar.
More about Michael
Favorite quote:
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett
My superpower:
Figuring out what things really matter in a noisy world and focusing on them.
Advice:
Building wealth isn’t about what you make. It’s about what you keep.
Favorite Book:
“The Essays of Warren Buffett” compiled by Lawrence A. Cunningham
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.
