Patty manages day-to-day office operations at the Elk River office in human resources, payroll, and office management. She is actively involved in the community and loves helping and heading up events and functions.
She holds a bachelor’s degree in communications with a minor in business from the University of Minnesota, and she has a background in human resources.
Family and faith are very important to Patty; she loves spending time with her husband, their three children and extended family, who all live nearby. Patty enjoys our Minnesota summers (even the thunderstorms!) and listening to all kinds of music. She particularly loves watching HGTV, reading, gardening, and traveling.
Danielle has been associated with Brian since 2012 and has more than 15 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.
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 voices you hear on the phone, coordinating with Theresa to provide “raving fan” service.
As Office Manager, Kirsten’s many responsibilities include managing our client communications so that they are timely and accurate, maintaining our database, bookkeeping, accounts payable, and payroll.
Kirsten and her husband Nate live in Becker with their four children, Mackenzie, Zachary, Annika and Samuel. In her spare time, she enjoys gardening and activities with her family.
Troné has led an impressive career as a marketing project manager and content manager in her 15+ years in consumer-packaged goods, big box retail, and outdoor power equipment industries.
Troné is the Director of Marketing at 360 Financial in addition to a planner, an advocate, and a leader. With a passion for customer experience, Troné has spent the last seven years creating strategic messaging, marketing strategies, and content that is hyper focused on the consumer while constantly learning new marketing tactics.
Troné has a bachelor’s degree in Psychology from Bowdoin College.
Troné grew up in Buffalo, Minnesota, on an Arabian horse farm while attending the Blake Schools. Troné lives in Plymouth with her husband, Kirk, boy/girl twins, Bergen and Stola (8), and loving vizsla-dog, Nomi. In her spare time, she enjoys gardening, the outdoors, and playing with her children.
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.
Theresa provides “world class” service to all who call 360 Financial. She assists clients with all their needs from answering questions about their accounts to helping them complete all types of account paperwork. She helps to prepare for client meetings, updates the client files, and keeps the office in tip top shape.
Outside of work, Theresa enjoys spending time with her husband, Lyle and son, Brandon in Coon Rapids. She also enjoys experimenting with new recipes, reading novels, volunteering with the Coon Rapids Lions and spending time with friends.
Erin is responsible for providing excellent client service by engaging with clients, resolving issues, collaborating with Financial Advisors, and processing financial transactions. Erin consistently goes above and beyond, making sure to give extra care to the clients and making sure all details are correct. She is a perfect fit for 360 Financial with her amazingly positive and proactive personality. With over 15 years in the customer service industry, previously working for a financial team at MassMutual for 5 years, Erin is well versed in working with advisors, scheduling and assisting clients, and making and managing relationships along the way.
Erin personally enjoys taking care of clients with any item, no matter how small or big that is. She likes going for bike rides with her 9-year-old son and doing outdoor activities in Minnesota, like going to carnivals, apple orchards, and pumpkin patches in the fall.
More about Erin
Favorite quote:
All our dreams can come true if we have the courage to pursue them.
— Walt Disney
My superpower:
Being a Mom.
Biggest influence in my life:
My mother and her strength watching her hold her head high with her disease of MS.
Coffee with a historical figure:
Abraham Lincoln
Erika, as the Wealth Management Assistant, serves as an executive assistant to Mike Rogers, handling various tasks such as scheduling client meetings, managing client data, and supporting the client development process. She also supports the wealth management team and handles ad hoc assignments. She is a master at quickly developing relationships and is proud to provide additional value to our clients. Erika has a Bachelor of Arts in Intercultural Studies and Bible Theology from Bethany Global University.
Erika has worked with people worldwide and lived in Germany, Thailand, and Colombia. She worked with people from various backgrounds and cultures, from at Securian Financial to a Homeless Youth Center in Minneapolis.
Erika’s mantra on money and finances is “Don’t take it too personally.” If we clutch on money too hard, we let it take the lead instead of disciplining it in our goals. When your money isn’t in order, it seems to become the highest priority to take care of.
Erika’s most rewarding career moment was running a kitchen at a training school in Germany. With many countries and visionaries represented, it was a challenge and success to get everyone on board and respect each country’s rules. She is passionate about justice and kindness in every situation. “It’s our responsibility of those with a more privileged start to help those have a more equitable outcome.”
More about Erika
Favorite quote:
You’re braver than you believe, stronger than you seem, and smarter than you think.-Winnie, the Pooh
My superpower:
Empathy. It creates a safe place for others to tackle and conquer challenging issues and come out stronger.
Biggest influence in my life:
My husband Jason. He pushes me to be my best me. We tackle and support our own goals together. His joy, ambition, humor, and ability to improvise and grow is contagious.
Amy has been in the financial services industry for over 10 years, initially with a large firm where she developed into a para-planner and customer service specialist. In 2009, she joined another large firm where she was able to assist in forming a Registered Investment Advisory firm. Amy’s passion is creating action plans for both clients and RIA practices designed to achieve new heights. This experience combined with her desire to return to a private practice has given her multiple opportunities and excitement.
Amy grew up in southern Minnesota with her parents and two younger sisters. Amy and her husband, Ryan, live in southwestern Minnesota along with their two daughters, Aubree & Ashlynn. They enjoy the summer months and all the outdoor activities. They are avid motorcycle riders and enjoy long rides in the county side. Amy and Ryan both passionately volunteer at the Cystic Fibrosis Foundation for many events throughout the year and are dedicated to raising significant dollars annually.
Michele, CFP®, has been with our company since 2010 and brings with her over 20 years of experience in the financial planning industry. Michele has a Bachelor of Science degree in Finance with minors in economics and
communications, an Associate in Accounting degree and is a Certified Financial Planner™ professional.
Outside of work, Michele enjoys gardening, camping, traveling and spending time with friends and family. Michele, her husband Jerry and their two daughters make their home in Lakeville, MN.
Carrie is the lovely face you see when you walk in the door or who you hear on the phone at the Elk River office. She schedules clients, manages calendars, assists with client needs, and helps with marketing and advertising. Carrie has her Life and Health Insurance licenses and is also studying for her Securities Exam.
Carrie was a stay-at-home mom who juggled homeschooling and running a 70-person American Heritage Girls Troop all while working as a Claims Manager for several National Utility Companies throughout the U.S.
Carrie is excited to get hands-on learning and training from a successful, established company. She thrives on being proactive and has proven to be great at problem-solving.
Carrie enjoys spending time with her husband and their daughter. They love to camp and play golf as a family. She volunteers at her church weekly and is passionate about American Heritage Girls, where she serves as the Troop Coordinator. She enjoys trying new foods and exploring the outdoors.
More about Carrie
Favorite quote:
“Perhaps you were born for such a time as this” Esther 4:14
Historical figure:
I would most like to have coffee with: Abraham Lincoln
Favorite childhood memory:
Our Annual Family Road trips. I have either driven through or visited 37 out of the 50 states.
