Top general tax planning financial advisors working with millennials in St. Paul, MN

Amy Sorrels is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and joined Merrill in 2011. Amy holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). Her expertise encompasses complex financial challenges faced by affluent individuals and families, including advanced wealth management, tax planning, estate planning, executive compensation, and multigenerational wealth transfer strategies. Amy also advises business owners and executives on retirement plans such as 401(k), 403(b), SIMPLE IRA, SEP IRA, and defined benefit plans. She focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. Amy earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in 2003. She has served as a board member of GIVING WoMN, an organization dedicated to nurturing women's leadership in philanthropy, and as an educator for Junior Achievement in financial literacy. Outside of her professional work, Amy is involved in her community as a youth basketball coach for YMCA of the North and enjoys tennis, golf, cooking, baking, and spending time with her husband Jeff and their daughters, Jane and Vivian.

Harrison Grandgenett is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and the University of St Thomas. He serves as a board member on the Investment/Finance Committee for St John the Baptist Catholic Church. He is part of the DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and advisory services to individuals, corporate clients, and charitable organizations. The firm utilizes a variety of managed account strategies and internal resources, managing approximately $394 billion in assets as of December 31, 2025.

Erick Reim is a financial advisor at OSAIC with 27 years of industry experience. He has held senior roles at Woodbury Financial and Alliance Bank, where he serves as SVP of Finance and sits on the bank’s board of directors. He is also a trustee of a family trust and is involved in multiple family LLCs. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and diverse advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Lori Hoefener is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Saint Paul, MN. She has 20 years of industry experience, including more than a decade with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she holds power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutions. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Darin Brommer is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 14 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory work, he co-owns a catering and fine woodworking business with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services and investment solutions, using proprietary research and tools to develop tailored recommendations.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

Rajiv Eluthesen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2010 after graduating from the University of California at Berkeley's Haas School of Business. Rajiv works collaboratively with clients across various stages of their financial lives, developing tailored wealth management strategies to support retirement, education planning, stock options, and RSUs management, among other goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Personal Investment Advisor designation. Rajiv's professional expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income strategies. He is a member of the Peninsula Velo cycling team. Outside of his professional work, Rajiv enjoys cycling, ski trips, hiking, camping, cooking, reading, and spending time with his family. He has combined his interests in travel and cycling through activities such as riding from Barcelona to France.