At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

Tristan Cox is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been the sole advisor at Wealth Span Capital Management since 2016. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy based on fundamental analysis, offering both discretionary and non-discretionary portfolio management with a focus on risk reduction and performance enhancement.

Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Jennifer Beyl Lee is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of her advisory work, she serves as a board member for the Support Our Troops Haunted House Group, an annual fundraiser event. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a manager-driven approach that combines asset-allocation modeling with both active and passive strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Jeremy Hendrickson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide managed and non‑discretionary investment recommendations to a large client base.

Christian Lockner is a financial advisor with Edward Jones in Northfield, MN, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as president of the Cannon Heights Homeowners Association in Faribault, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

Joseph Klinkhammer is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cambridge in 2017, he worked for Hornor, Townsend & Kent, Inc. for 25 years and has been associated with Monarch Life Insurance Company since 1985. He also owns an independent insurance agency in Northfield, MN. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Benjamin Van Vooren is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent nine years with Presbyterian Homes & Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Linder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously held roles at Securities America Advisors and VOYA Financial Advisors. Linder is also the owner of Linder & Associates, Inc., an insurance agency he has operated since 1990. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Tate Running is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he is involved in commercial property ownership through Running Property Group LLC. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Charles Postlewaite is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he held positions at Lakeview Bank, Leo's South, and West Metro Irrigation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

John Murtha is a financial advisor with Wells Fargo Advisors in Owatonna, MN, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his role at Wells Fargo, he holds ownership interests in wealth management investment businesses and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a wide range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning covering areas such as retirement, education, wealth transfer, and specialized planning for business owners, sports and entertainment professionals, and other niche needs.

Brenda Rabbe is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to her current role, she taught private voice lessons for 20 years at Brenda's Voice Studio and served as president and founder of a nonprofit organization that distributes financial donations to other nonprofits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across multiple planning areas. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate advisory services.

Nathan Berg is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles in educational institutions and financial consulting, as well as involvement in a startup clothing company focused on recovery apparel. He also participates in community activities such as high school event staffing and golf course maintenance. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services supported by technology-driven portfolio management tools and access to multiple custodial platforms.

Jessica Kelly is a financial advisor with Wells Fargo Clearing in Farmington, MN, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joanne Corbin is a financial advisor with Wells Fargo Advisors in Owatonna, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked within various Wells Fargo entities since 2011, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations.

Susan Skrivanie is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo affiliated firms since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, sports and entertainment professionals, special-needs analysis, and divorce planning.

Jeromy Mouw is a financial advisor with Edward Jones in Cannon Falls, MN, holding a Series 63 designation and over 21 years of industry experience. He has been with Edward Jones since 2004. Outside his advisory role, Mouw serves as a board member for the Mayo Clinic Health System in Cannon Falls and coaches wrestling for the Spirit Lake School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Keith Meyers is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 24 years of industry experience. He currently serves at OSAIC and has previously worked at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Meyers is involved in several community activities in Cannon Falls, including serving as vice president of Economic Initiatives of Cannon Falls and participating in youth athletics as a football coordinator and baseball team president. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a broad network of financial advisers. The firm serves a diverse client base, offering customized wealth management, retirement plan consulting, and access to multiple investment platforms and third-party managers.

Seth Linder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at Securities America Advisors and Voya Financial Advisors. In addition to his advisory work, he owns and operates a retail store and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of clients, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals and multiple account platforms.

Robert Petersen is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including 11 years at Securities America Advisors and over four years with Cambridge. Outside of his advisory role, he owns a separate business entity and is involved in insurance and benefits. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Melissa Albrecht is a financial advisor at Merrill with seven years of industry experience. She has been with Merrill since 2017 and previously worked at First Call Hospitality from 2014 to 2017. Outside of her advisory role, she serves as the secretary for the Tigersharks Swim Club in Farmington, Minnesota. Merrill serves a diverse client base including individuals, retirement plans, corporations, and charities, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm emphasizes managed account and manager-selection capabilities and is integrated with Bank of America affiliates to support its trading, lending, and capital markets activities.

Peter Vogel is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at RIVERSOURCE DISTRIBUTORS INC for eight years before joining Ameriprise in 2020. Vogel serves on the Board of Directors for the Farmington Youth Basketball Association and acts as a tournament director. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Brenda Huot is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and with 10 years of industry experience. She has worked at Ameriprise since 2013 and at Adams Publishing Group since 2014. Outside of finance, she is a novelist and has signed a publishing contract with Koehler Books. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports.

Brian Panettiere is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Snodgrass is a CFP®-certified financial advisor with Edward Jones, based in Northfield, MN, where he has worked since 2003. He has 22 years of industry experience. Outside of his advisory work, Snodgrass is involved in commercial property management and real estate investment activities through several entities in Northfield. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Steward is a financial advisor with Ameriprise in Farmington, MN, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with the client’s advisor.

Adam Sawyer is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Northfield, MN, where he has worked since 2011. He has 14 years of industry experience. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using various managed account platforms and third-party strategists.

Rex Running is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for the Northfield Golf Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to develop written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ann Meyers is a financial advisor with Edward Jones in Cannon Falls, MN, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones, she worked at the United States Postal Service and was involved with Cannon Falls Ambulance. Outside of her advisory role, she owns and manages two small businesses offering welding, snow removal, and property rental services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large national network of advisors and branch offices.

Albin Linder is a financial advisor at Cambridge Investment Research Advisors with 52 years of industry experience. He holds a Series 65 designation and has worked previously at Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns a retail store and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent professionals using various account platforms and investment strategies.

Jessica Irwin is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011, including her current tenure starting in 2022. Outside of her advisory role, she has experience with the Defeat of Jesse James Days Committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory programs, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jared Woodward is a CFP® professional with 11 years of industry experience, currently serving with OSAIC since 2023. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Woodward is also involved with Keith Meyers Inc., where he provides insurance and investment advisory services. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a range of programs and platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Suzanne Siebert is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Farmers Financial Solutions, Farmers Insurance, and Peoples Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight controls and a focus on addressing conflicts of interest.