Cedar Cove Wealth Partners

John Kelly is a financial advisor at Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining Cedar Cove in 2025, he worked at Thrivent Advisor Network, LLC, and Thrivent Financial in various advisory roles. He is also licensed as an insurance agent, providing insurance services to clients as part of his practice. Cedar Cove Wealth Partners is a team of ten advisors managing approximately $455 million in assets for individual and institutional clients. The firm offers discretionary investment management and financial planning services, utilizing a blend of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, with an emphasis on client communication and estate-planning coordination.

Nathan Knoll is a CFP® with 10 years of experience in the financial services industry, currently serving as an advisor at Cedar Cove Wealth Partners. He has previously worked at Thrivent Financial, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. Outside of his advisory role, Knoll directs a community choir in Minneapolis. Cedar Cove Wealth Partners serves individual and institutional clients, managing over $455 million in assets with a team of 10 advisors. The firm provides discretionary investment management and financial planning, utilizing a mix of active and passive strategies, tactical asset allocation, and alternative investments, while coordinating estate planning services.

Keith Sapp is a CFA®, ChFC®, and holds a Series 66 license with 20 years of industry experience. He has worked at Cedar Cove Wealth Partners since 2025 and previously spent 13 years at Thrivent Financial and its affiliated entities. Outside of his advisory role, Mr. Sapp serves as a board member of his church’s finance committee, participating in budgeting, investment manager oversight, and risk management. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to individual and institutional clients, managing over $455 million in assets. The firm combines active and passive strategies, tactical asset allocation, options, alternative investments, and ESG factors, and offers estate planning coordination through a partnership with EncorEstate Plans.

Jennifer Cords is a CFP® professional with 26 years of experience in the financial advisory industry. She is currently with Cedar Cove Wealth Partners in Bloomington, MN, where she has worked since 2025. Her prior experience includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to her advisory work, she is a licensed insurance agent servicing clients' insurance needs. Cedar Cove Wealth Partners manages approximately $455 million in assets for individual and institutional clients, offering discretionary investment management and financial planning. The firm employs a mix of active and passive strategies, tactical asset allocation, and alternative investments, and provides coordinated estate planning services through partnerships.

Christopher Sipe is a CFP® with 16 years of experience in the financial services industry. He currently serves at Cedar Cove Wealth Partners and has previously worked at Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to his advisory role, Sipe is a licensed insurance agent involved in servicing clients' insurance needs. Cedar Cove Wealth Partners manages approximately $455 million in assets for individual and institutional clients, blending active and passive strategies, tactical asset allocation, and ESG considerations. The firm offers discretionary portfolio management and financial planning, including estate planning coordination, and operates its own wrap program while utilizing various third-party platforms and strategists.

Benjamin Johnson is a CFP® with 14 years of industry experience currently serving at Cedar Cove Wealth Partners. His prior roles include positions at Thrivent Financial, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. He is also a licensed insurance agent providing insurance services to clients. Cedar Cove Wealth Partners is a team of 10 advisors managing approximately $455 million in assets for individual and institutional clients. The firm offers discretionary investment management, financial planning, and estate planning coordination, employing a blend of active and passive strategies alongside tactical asset allocation and alternative investments.

Chase Abell is a financial advisor with Cedar Cove Wealth Partners in Freeman, SD, holding a Series 65 designation and two years of industry experience. Prior to joining Cedar Cove Wealth Partners, he worked at Thrivent Advisor Network and THRIVENT Financial. In addition to his advisory role, he is licensed as an insurance agent and provides insurance services to clients. Cedar Cove Wealth Partners serves individual and institutional clients with discretionary investment management and financial planning, managing over $455 million in assets. The firm utilizes a combination of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG factors, and offers estate planning coordination and a wrap fee program among its services.

Sara Schreiber is a financial advisor at Cedar Cove Wealth Partners with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Thrivent Investment Management and Purshe Kaplan Sterling Investments. In addition to her advisory role, she is a licensed insurance agent providing insurance services to clients. Cedar Cove Wealth Partners manages approximately $455 million in assets across over 2,000 accounts and offers discretionary investment management and financial planning to individual and institutional clients. The firm uses a blend of active and passive strategies, tactical asset allocation, and ESG considerations, delivering services that include ongoing portfolio management, estate planning coordination, and a proprietary wrap fee program.

John Carpenter is a financial advisor at Cedar Cove Wealth Partners in Denver, CO, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, MG Stover and CO., and Janus Distributors LLC, among others. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to both individual and institutional clients, managing approximately $455 million in assets across more than 2,000 accounts. The firm employs a mix of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG considerations, and offers services such as estate planning coordination and a proprietary wrap fee program.

Samuel Broback is a financial advisor with Cedar Cove Wealth Partners in Bloomington, MN, holding Series 63 and 65 licenses and four years of industry experience. Prior to joining Cedar Cove Wealth Partners in 2025, he worked at Thrivent Advisor Network and Thrivent Financial from 2018 to 2025. He is also a licensed insurance agent, providing insurance sales and client service as part of his professional activities. Cedar Cove Wealth Partners manages approximately $455 million in assets, serving individual and institutional clients with discretionary investment management and financial planning. The firm uses a mix of active and passive strategies, tactical asset allocation, and alternative investments, and offers services including ongoing portfolio management, estate planning coordination, and client education through newsletters and workshops.