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.
Mark Jeter is an executive that drives growth and profitability while remaining focused on delivering value to the customer. He has served in roles from Managing Director to President with large and national banks. His experience and extensive network across industries will connect businesses and build partnerships that drive performance and growth.
Mark is known for generating and implementing unique ideas and initiatives to add value to consumers, companies, and shareholders. Mark has created new business channels, developed partnerships, and identified the benefits to all constituents. He has served many years in executive leadership roles with TCF Financial Corporation and its board of directors.
Mark will be driving business development through various channels such as strategic partnerships and network introductions. He will assist in enhancing the client experience, collaborate with the Visionary to establish the 360 Foundation, and coach the leadership team in strategic thought. He will review strategic plans and make recommendations to achieve growth goals and supercharge 360 Financial’s community involvement and engagement.
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.
Lindsey joined the 360 Financial team in January 2021 as our Client Experience Coordinator. She brings over 10 years of experience in a variety of customer-service based roles including as a 911 Dispatcher for Hennepin County. She loves getting to know our clients and bringing a personal touch to every interaction.
Lindsey holds a Bachelor’s degree in Social Work from Bethel University.
Lindsey was born and raised in Coon Rapids and now lives in Maple Grove. In her free time, she enjoys attending live music and comedy shows, reading, baking, and spending time with family and friends.
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.
Naomi is the smiling face you see when you walk in the door or hear on the phone at the Elk River office. She schedules clients and manages calendars, assists with client needs, and helps with marketing and advertising.
Naomi has her bachelor’s degree in English literature from St. Cloud State University, and a background in retail, entrepreneurship, independent distribution, and finance.
Naomi loves to watch and talk about sports, strives to read at least a book a month, and loves to stay active. She lives in Otsego with her husband, daughter, and two cats. On weekends, she loves to shop at Target, spend quality time with her family, and try new restaurants with her husband and friends.