Top financial advisors working with baby boomers in St. Louis Park, MN

Donovan Carson is the principal advisor at Carson Capital in St. Louis Park, MN, holding a Series 65 designation with five years of industry experience. He previously worked at UnitedHealthGroup as a Senior Product Owner and is also the owner of True Edge LLC. Carson Capital provides discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm follows a growth-oriented, data-driven investment process that incorporates risk-based asset allocation and uses a variety of analytical tools, including AI-assisted methods, to coordinate portfolio strategy with clients' financial plans and cash-flow needs.

I work with people who are building something their parents couldn't and who've never quite felt like financial planning was built for them. My clients are navigating student debt, supporting family, building wealth for the first time, and trying to make decisions that reflect their values and not just their spreadsheet. They're intentional, they're capable, and they deserve an advisor who meets them where they are. I know that feeling personally. I'm the daughter of Hmong refugees from Laos. My parents came to the U.S. with little more than hope. They worked incredibly hard for our family but never had access to the financial knowledge that makes building wealth possible. That's why I founded Heartworth Financial. Over the past decade, I've built deep experience working with physicians at every stage — residents managing six-figure debt on a training salary, attendings navigating peak earning years, and physicians planning their exit from medicine — alongside first-generation wealth builders, immigrant families, and anyone who has ever walked into a financial conversation feeling like they didn't quite belong there.

Paul Draeger is a CFP®-designated financial advisor with UBS Financial Services in St. Louis Park, MN, bringing eight years of industry experience. He has been with UBS since 2017, following a brief tenure at Nike and completing his education at the University of St. Thomas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor plans aligned with clients’ goals and risk tolerance. The firm operates both as an investment adviser and a broker-dealer, offering a broad range of capital markets and wealth management capabilities.

Vincent Troy is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with United Planners' Financial Services of America, having joined in 2024, and previously worked at Grove Point Investments, H. Beck, Inc., and DSSTT. He has owned and operated Troy Associates, a marketing entity, since 2009. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Kathryn Donovan is a financial advisor with Ameriprise in Minneapolis, MN, holding a CFP® certification along with Series 63 and Series 65 licenses. She has 29 years of industry experience, all with Ameriprise and its affiliated entities since 1999. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Chase Burton is a financial advisor at Rather & Kittrell, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at the University of Tennessee and Northwestern Mutual. Outside of finance, he owns a sole proprietorship focused on pressure washing services. Rather & Kittrell, Inc. provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and institutional investors. The firm uses globally diversified, multi-asset class model portfolios based on Modern Portfolio Theory and manages approximately $1.855 billion in assets.

Ryan Paul is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2016. His prior experience includes roles at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he is involved in tax preparation and accounting on a limited basis. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach utilizing both passive and active managers, supported by an internal Investment Committee.

Glenn Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1985, he has assisted individuals, families, and businesses in growing their wealth and achieving their financial objectives. Glenn offers a range of services including retirement planning, education plans, wealth accumulation preservation and transfer, estate planning services, executor and trust administrative service, and access to consumer banking services. For business clients, he provides services such as cash management, group benefit plans, commercial banking, financing for business development, real estate financing, investment banking, and succession planning. Glenn holds a Bachelor's degree from Rider University, earned in 1983, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Bucks County Estate Planning Council. Raised in Huntingdon Valley, Pennsylvania, Glenn currently resides in Bucks County, Pennsylvania. Outside of his professional work, he spends time with his family, works on improving his golf game, and makes weekend trips to the beach. He is married with two grown sons.

As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.