MD Financial Advisors / Vestment Financial

Adam Swanson is a financial advisor with MD Financial Advisors / Vestment Financial in St. Louis Park, MN. He holds a Series 65 designation and has three years of industry experience. Prior to joining MD Financial, he worked at BHS Financial and spent time at the University of Minnesota Duluth. Outside of his advisory role, he works seasonally as a tax preparer for a CPA tax firm. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, and tax strategies.

Tristen Pieti is a financial advisor with MD Financial Advisors / Vestment Financial and holds a Series 65 designation. Pieti has been with the firm since 2025 and has no prior industry experience. His previous work experience includes roles at Minnesota State University, Carlson Capital Management, and several other organizations. MD Financial Advisors advises individual clients, trusts, estates, retirement plans, foundations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm follows a long-term investment approach focused on low-cost mutual funds and ETFs, emphasizes tax-aware asset allocation and rebalancing, and provides ongoing reviews based on client objectives and risk tolerance.

Ian Schneider is a financial advisor with MD Financial Advisors / Vestment Financial in Watertown, MN. He holds a Series 65 designation and has six years of industry experience, including four years at the University of Minnesota Duluth and seven years at his current firm. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation-driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Jonah Pellegrom is a financial advisor at MD Financial Advisors / Vestment Financial with a Series 65 designation and one year of industry experience. His prior work includes roles at Blaze Credit Union, St. Paul Saints LLC, and Gustavus Adolphus College. Outside of his advisory role, he has worked as a food delivery driver for DoorDash. MD Financial Advisors / Vestment Financial offers financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost funds.

Anders Engbretson is a financial advisor with MD Financial Advisors / Vestment Financial in Las Cruces, NM. He holds a Series 65 designation and has two years of industry experience. Prior to joining MD Financial Advisors / Vestment Financial in 2023, he worked at North Oaks Financial Group and has experience in education and municipal roles. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation-driven investment approach that emphasizes diversification, rebalancing, and tax strategies using low-cost mutual funds and ETFs.

Benjamin Tuomala is a financial advisor with MD Financial Advisors / Vestment Financial, holding a Series 65 license and two years of industry experience. His prior work includes roles at the University of Minnesota Duluth and State Farm. Outside of his advisory work, he participates in freelance research studies through Prolific Academic and CloudResearch. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm’s investment approach is long-term and asset-allocation driven, emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Luke Potter is a financial advisor at MD Financial Advisors, operating as Vestment Financial, with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2025, he worked in various roles at Menards, Walmart, Olympic Pools, and in educational settings. MD Financial Advisors serves individual clients, trusts, estates, retirement plans, foundations, and businesses with comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes a long-term, market-efficient investment approach using low-cost mutual funds and ETFs, along with tax-aware portfolio management tailored to client objectives.

Benjamin Kirchner is a financial advisor with MD Financial Advisors / Vestment Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked previously at MML Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Kirchner has been with his current firm since 2018. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory and discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation driven investment approach emphasizing diversification, tax strategies, and low-cost mutual funds and ETFs.

Katherine Vessenes is a CFP® professional with 15 years of industry experience, currently serving at MD Financial Advisors / Vestment Financial since 2013. She holds Series 63 and Series 66 licenses and is a member of the executive committee for the Marsh Pointe Homeowners Association. Additionally, she serves as of counsel at a Minneapolis law firm, Messerli and Kramer, providing legal work for referred clients. MD Financial Advisors / Vestment Financial offers financial planning, customized investment advisory, and discretionary portfolio management services to individuals, trusts, estates, and institutional plan sponsors. The firm employs a long-term, asset-allocation driven investment approach focused on diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Maxwell Lawrence is a CFP® with two years of industry experience, currently serving as an advisor at MD Financial Advisors / Vestment Financial. His background includes roles at Eide Bailly, LLP, as well as experience in academia at Mankato State University and Spectrum High School. MD Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, foundations, and businesses. The firm employs a long-term, market-efficient investment approach with diversified, low-cost mutual funds and ETFs, emphasizing asset allocation, rebalancing, and tax-aware decisions.

Joshua Lantz is a financial advisor with MD Financial Advisors / Vestment Financial, holding a Series 66 designation and 13 years of industry experience. He has been with the firm since 2013. Outside of his advisory role, he participates in consulting by completing online surveys related to financial services. MD Financial Advisors / Vestment Financial provides financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services to individuals, trusts, estates, and institutional plan sponsors. The firm manages approximately $246 million in discretionary assets and follows a long-term, asset-allocation driven investment approach emphasizing diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Kyle Smith is a Series 65-licensed financial advisor with MD Financial Advisors / Vestment Financial, bringing two years of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles at the University of Minnesota Duluth and Litchfield High School. MD Financial Advisors / Vestment Financial serves individuals, trusts, estates, and institutional plan sponsors with financial planning, customized investment advisory, discretionary portfolio management, and retirement plan services. The firm manages approximately $246 million in discretionary assets and employs a long-term, asset-allocation-driven investment approach focused on diversification, rebalancing, tax strategies, and low-cost mutual funds and ETFs.

Jesse Sills is a CFP® and holds a Series 65 license, currently serving with MD Financial Advisors / Vestment Financial. He has three years of industry experience, including time at the University of Minnesota Duluth and roles with MD Financial Advisors. MD Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, foundations, and businesses. The firm employs a long-term, market-efficient investment approach using low-cost mutual funds and ETFs, with a focus on asset allocation, rebalancing, and tax-aware decisions.