Elite Advisors Collective

A Community of Top-Performing Advisors Looking to Take Their Business to the Next Level

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Our Team

Educated. Experienced. Equipped.

Leadership & Financial Advisors

Jill Lawrence

Jill Lawrence CFP®, CLTC®, CKA®, BFA™

Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ | Chief Executive Officer | Managing Partner

Scott Marquardt

Scott Marquardt CFP®, BFA™, APMA™, CKA®

Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ | Managing Partner

Steven G. Rice

Steven G. Rice CFP®, BFA™

CERTIFIED FINANCIAL PLANNER™ | Chief Financial Officer | Managing Partner

Mindy Reid

Mindy Reid CFP®, BFA™, CRPC™, APMA™, CKA®, CLTC®

Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™

Joel McCann

Joel McCann BFA™, CRPC™, APMA™

Financial Advisor | Investment Specialist

Jason Dreger

Jason Dreger CRPC™, APMA™, BFA™

Financial Advisor | Chartered Retirement Planning Counselor™

Kevin Max

Kevin Max ChFC®

Financial Advisor | Chartered Financial Consultant®

John Max

John Max APMA™, BFA™

Financial Advisor

Barbara Mahr

Barbara Mahr CFP®, BFA™, APMA™

Financial Advisor | CERTIFIED FINANCIAL PLANNER™

Mary Jo Kohman

Mary Jo Kohman CFP®, BFA™, ChFC®, CMFC™, APMA™

Financial Advisor | Chief Operating Officer of Elite Advisors Collective

Grant R. Germscheid

Grant R. Germscheid APMA™, BFA™

Financial Advisor

Stephanie Sutton

Stephanie Sutton CFP®

Financial Advisor

Aaron Seiffert

Aaron Seiffert

Financial Advisor

Our Team

Missy Baalson

Missy Baalson

Operations Specialist

Ross Brouwer

Ross Brouwer APMA

Investment Specialist | Operations Manager

Jim Bruggers

Jim Bruggers APMA™

Investment Specialist

Heather Case

Heather Case

Client Service Specialist

Luke DeBenedetto

Luke DeBenedetto CFP®, CRPC™, BFA™

Licensed Paraplanner

Heather Fears

Heather Fears BFA™

Paraplanner

Melissa Granlund

Melissa Granlund BFA™

Paraplanner

Mike Helland

Mike Helland

Business Development Director, Marketing Manager

Crescent Hoffman

Crescent Hoffman BFA™

Paraplanner

Marissa Judes

Marissa Judes

Operations Specialist

Heather Lease

Heather Lease

Financial Planning Assistant

Colin Lord

Colin Lord

Office Assistant

Jodi Manning

Jodi Manning

Operations Specialist

Amanda Marquardt

Amanda Marquardt

Administrative Assistant

Kassie Ricke

Kassie Ricke

Marketing Manager

Nancy Sandin

Nancy Sandin CRPC®, BFA™

Paraplanner

Sam Schroeder

Sam Schroeder

Administrative Assistant

Matthew Smith

Matthew Smith

Client Service Specialist

Shelby St. Martin

Shelby St. Martin

Financial Planning Assistant

Becky Tuominen

Becky Tuominen

Client Service Specialist

Rachael Van Gorkom

Rachael Van Gorkom

Trader

Brandon Westphal

Brandon Westphal

Client Relationship Manager

Lynn Wood

Lynn Wood

Administrative Assistant

Mitch Dickie

Mitch Dickie

Intern

Addi Marquardt

Addi Marquardt

Intern

Abby Zimmerman

Abby Zimmerman

Intern