Douglas Dirks is a financial advisor at Bearing360 Wealth in Bloomington, MN, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank, N.A., Wells Fargo Clearing, and Wells Fargo Advisors. Bearing360 Wealth serves individuals, family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management. The firm employs a client-centered approach using comprehensive fact-finding and written financial plans, applying fundamental and technical analysis across a wide range of securities and investment vehicles.

Gregg Huberty is a CFP® with 13 years of industry experience, currently serving at Bearing360 Wealth in Bloomington, MN. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He acts as a co-trustee for a private trust in Prior Lake, Minnesota. Bearing360 Wealth serves individuals—including high-net-worth clients—as well as family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management across a broad array of securities and investment vehicles. The firm’s client-centered process includes comprehensive fact-finding, written financial plans, and the use of fundamental and technical analysis to align strategies with each client’s financial situation and goals.

Patrick Smith is a financial advisor at Bearing360 Wealth with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Wells Fargo Investments. Outside of his advisory role, Smith is involved in a musical group, Surreal McCoys, which recently produced a CD generating royalties. Bearing360 Wealth serves individuals—including high-net-worth clients—as well as family offices, trusts, estates, private foundations, and corporate entities by providing personalized financial planning and discretionary investment management. The firm employs a client-centered process with comprehensive fact-finding and uses a broad range of securities and investment strategies tailored to each client’s financial situation and goals.

Thomas Hawley is a financial advisor at Bearing360 Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Wells Fargo Investments. Bearing360 Wealth serves individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and corporate entities, offering personalized financial planning and discretionary investment management across a broad range of securities and investment vehicles.