Motiv8 Investments LLC

Catherine Hietala is a financial advisor at Motiv8 Investments LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc, and MSI Financial Services Inc. Motiv8 Investments LLC offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides customized investment advice utilizing a range of asset classes and employs ongoing account monitoring and rebalancing combined with various analytical approaches.

Stephen Dyer is a CFP® with 13 years of industry experience, currently serving as an advisor at Motiv8 Investments LLC. He has held roles at Optimal Wealth Strategies, Fusion Capital, and The Boggs Group. Outside of advising, he operates a personal tax preparation and financial coaching business through Optimal Wealth & Taxes, LLC. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation, continuous monitoring, and periodic rebalancing, employing a range of analytical methods and utilizing custodial and third-party platforms to manage client portfolios.

Andrey Kolpakov is a financial advisor at Motiv8 Investments LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including BBVA Insurance Agency Inc. and JP Morgan Securities LLC. Motiv8 Investments LLC provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers customized investment advice using a variety of asset classes and combines fundamental, technical, cyclical, and charting analysis, while providing both discretionary and non-discretionary management.

Matthew Neal is an advisor with Motiv8 Investments LLC in St Louis Park, MN. He holds a Series 65 designation and has been involved in financial services since 2015, with prior experience at Kay Stienessen CPA and Excelsior Financial Group. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical methods, and offers both discretionary and non-discretionary management along with consulting and educational services.

Katherine Stienessen is a financial advisor with Motiv8 Investments LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Motiv8 Investments since 2019 and previously at Harbour Investments, Inc. from 2003 to 2019. Outside of advising, she owns and operates a tax preparation and planning business and serves on the finance committee of The Lenox Foundation, supporting senior programs in St. Louis Park. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a tailored approach based on clients’ goals and risk tolerance, utilizing multiple analytical methods and a range of investment strategies.

Christina Kemprecos is a financial advisor at Motiv8 Investments LLC with 27 years of industry experience. She has held roles at JWKODAK Capital Management, Coast to Coast Financial Planning, and operates Christina Kemprecos, CTFA. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, tailoring advice to client goals and risk tolerance while utilizing custodial and third-party platforms to manage and rebalance portfolios.

Jane Bourette is a financial advisor with Motiv8 Investments LLC, holding a Series 65 designation and 17 years of industry experience. She has worked at Motiv8 Investments since 2023 and previously held roles at Coast to Coast Financial Planning, Jwkodak Capital Management, and Kovack Advisors. Ms. Bourette is independently licensed to sell insurance and annuity products and is also a licensed real estate salesperson for referrals. Motiv8 Investments LLC provides portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment advice based on client goals and risk tolerance, utilizing a range of asset classes and continuous account monitoring, and features operational practices such as multiple office locations and participation in institutional custodial programs.

Michael Terrio is a financial advisor at Motiv8 Investments LLC with 17 years of industry experience. He holds the Series 65 designation and has been involved with several related entities, including M. Terrio Investments, Inc. and M. Terrio, Inc. He serves as Director of Roadways for the Four Rivers Property Owners Association. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies tailored to client goals and risk tolerance, utilizing multiple analytical methods and third-party platforms to manage and rebalance portfolios.

Patrick Munnerlyn is a financial advisor with Motiv8 Investments LLC in Oklahoma City, holding a Series 65 credential and 13 years of industry experience. His prior roles include work at OnPointe Advisory and Financial Services, and he has been involved with Munnerlyn Insurance and Investments and Eunice Khoury Insurance since 2009. He offers insurance products related to life, health, long-term care, and annuities, and provides services in long-term care and Medicare planning. Motiv8 Investments LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm customizes investment advice based on client goals and risk tolerance, employing a range of asset classes and analytical approaches while operating across multiple offices with a team of ten advisors.

Owen Tennyson is a financial advisor at Motiv8 Investments LLC in Boise, ID, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Silver Key Benefits, and American Senior Benefits. He is also an independent insurance agent and broker for multiple life and health companies. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, focusing on asset allocation, continuous monitoring, and periodic rebalancing.