Duluth, MN W. Superior Street Office

Joseph Faust is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with one year of industry experience. Prior to joining Midwest Professional Planners, he worked in construction-related roles and with the Idaho Steelheads. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other legal entities. The firm employs a combination of client-specific financial planning and discretionary portfolio management using quantitative methods and a mix of securities and ETFs, managing approximately $649 million in assets across about 710 client relationships.

Kara Proctor is a CFP® and Series 66 credentialed advisor with 11 years of industry experience. She currently works at Midwest Professional Planners, Ltd. in Duluth, MN, where she has been employed since 2021. Prior to joining Midwest Professional Planners, she worked at U.S. Bank and RSM US Wealth Management. Proctor serves as treasurer for the Superior Douglas County Family YMCA and is a past president and current board member of Duluth Superior Eco Rotary. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other entities. The firm offers comprehensive financial planning, discretionary portfolio management, specialized services such as divorce planning, and uses quantitative methods and a mix of securities and low-cost ETFs to create customized investment strategies.

Scott Wallschlaeger is a CFP® professional with 21 years of experience, currently serving as an advisor at Midwest Professional Planners, Ltd. He has a background including roles at MPPL Financial and Equitable Advisors. He is a member of the Forbes Finance Council and contributes articles for publication. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as retirement coaching and divorce planning, utilizing quantitative methods and a mix of individual securities and low-cost ETFs.

Jesse Dunsmoor is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He is currently with Midwest Professional Planners, Ltd., where he has worked since 2022. Prior to joining the firm, he spent several years at Cleveland-Cliffs Inc. Outside of his advisory role, Dunsmoor coaches youth soccer for the Hermantown Youth Soccer Association. Midwest Professional Planners serves individuals, businesses, retirement plans, and charities, managing approximately $649 million in assets across 710 clients. The firm combines client-specific financial planning with discretionary model strategies, using quantitative methods and a mix of individual securities and ETFs, and offers specialized services such as retirement coaching and divorce planning.

Brian Resch is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 credential with 12 years of industry experience. Prior to his current role, he worked at Jnba Financial Advisors Inc. from 2011 to 2017. Outside of his advisory work, Resch manages the investment portfolio for Duluth Bible Church on a pro-bono basis, serves as a board director for the Labovitz School of Business & Economics Financial Markets Investment Oversight Committee, and participates as a finance committee member for the Area Program for Economic Expansion (APEX). Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, and charities with comprehensive financial planning, discretionary portfolio management, retirement coaching, and specialized services such as divorce planning. The firm uses quantitative methods and a combination of individual securities and low-cost ETFs to implement tailored investment strategies for its clients.

Brady Neumann is a financial advisor with Midwest Professional Planners, Ltd., holding a Series 65 designation and three years of industry experience. He has been with Midwest Professional Planners since 2021. Midwest Professional Planners is an SEC-registered advisory firm serving individuals, businesses, retirement plans, charities, and other legal entities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, ERISA/qualified plan services, and specialized services such as divorce planning and retirement coaching, utilizing a mix of quantitative methods, individual securities, and low-cost ETFs.

Cory Wokasch is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, with four years of industry experience. He holds a Series 65 designation and has worked at Midwest Professional Planners since 2019, with prior experience at Agate Financial Services and Goodin Company. Outside of advisory work, he is involved as an independent insurance agent with Crump Insurance Broker and MPPL Insurance, LLC. Midwest Professional Planners is an SEC-registered firm serving individuals, businesses, retirement plans, and charities with approximately $649 million in assets under management. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized services such as retirement coaching and divorce planning, employing quantitative methods and a combination of individual securities and low-cost ETFs.