Pine Grove Financial Group

Matthew Gulbransen is a financial advisor at Pine Grove Financial Group with 21 years of industry experience and a Series 66 designation. He has held roles at Three Bridges Private Capital, Pine Grove Financial Group, Purshe Kaplan Sterling Investments, and Cetera Advisor Networks. Outside of advisory work, he is the author of the book "Stress-Test Your Retirement: Creating a Plan for an Ever-Changing Economy." Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm provides discretionary asset management, financial planning, and fiduciary consulting services, with an investment approach focused on value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

Michelle Campbell is a financial advisor with Pine Grove Financial Group in Woodbury, MN, holding CFP® certification and Series 63 and 65 licenses. She has 34 years of industry experience and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Outside of her advisory work, she volunteers with Union Gospel Mission and participates in endurance events supporting disabled individuals through My Team Triumph - Minnesota. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic asset allocation and employs third-party managers and model providers to implement client portfolios.

Joel Baumgarten is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Pine Grove Financial Group since 2022 and previously held roles at Fidelity Personal and Workplace Advisors and FIDELITY iNVESTMENTS. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, and manages about $1.48 billion in discretionary assets across a 15-advisor team.

Derek Nutter is a financial advisor at Pine Grove Financial Group with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Lakestone Wealth Management, Gray Pines Wealth Management, and Cetera Advisor Networks. Outside of his advisory role, Nutter is a licensed insurance agent selling life, annuities, and long-term care products. Pine Grove Financial Group serves individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages approximately $1.5 billion across 1,400 client relationships, focusing on value-oriented, long-term investing combined with strategic asset allocation and quarterly rebalancing.

Jared Holt is a CFP®-certified financial advisor at Pine Grove Financial Group with 13 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, where he spent over a decade. Jared is also a licensed insurance agent. Pine Grove Financial Group serves individual and high-net-worth clients, as well as retirement plan sponsors and participants, offering discretionary asset management, financial planning, and fiduciary consulting. The firm employs a value investing approach with strategic asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Terra Johnson is a CFP® professional with 15 years of experience, currently serving at Pine Grove Financial Group. Prior to this, Terra held roles at Lakestone Wealth Management, Gray Pines Wealth Management, AdvisorNet Wealth Management, Nutter Financial Group, and Cetera Advisor Networks. Terra is also a licensed insurance agent authorized to sell fixed life insurance and annuities. Pine Grove Financial Group is a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships, serving individuals including high-net-worth clients as well as retirement plan sponsors and participants. The firm provides discretionary asset management, written financial planning, and fiduciary consulting, with an investment approach focused on value-oriented, long-term investing combined with strategic asset allocation and periodic rebalancing.

Lauren Naze is a CFP® and holds a Series 66 license, currently serving as an advisor at Pine Grove Financial Group with five years of industry experience. She previously worked at Ameriprise Financial Services LLC and has experience in both financial services and hospitality. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm focuses on value-oriented, long-term investing combined with strategic asset allocation, offering discretionary asset management, financial planning, and fiduciary services.

Michael Babicz is a CFP® at Pine Grove Financial Group with one year of industry experience. Prior to joining Pine Grove, he worked at Capital Strategies Investment Group and JP Morgan. He also has a background in media from his time at Wave Media Company. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion. The firm emphasizes value-oriented, long-term investing combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.

Jeffrey Clark is a CFP® with 14 years of industry experience, currently serving at Pine Grove Financial Group since 2020. He previously worked at Fidelity Brokerage Services LLC from 2013 to 2018. In addition to his advisory role, he is also licensed as a fixed insurance agent. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing with a long-only core, complemented by strategic and tactical asset allocation, and commonly uses third-party managers and model providers in its portfolio implementation.

Ryan Key is a financial advisor at Pine Grove Financial Group with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and LPL Financial, before joining Pine Grove Financial Group. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as retirement plan sponsors and participants. The firm focuses on value investing combined with strategic and tactical asset allocation, implementing client portfolios through third-party managers and model providers.

Dean Allen is a CFP® professional with seven years of experience at Pine Grove Financial Group and a total of two years in the financial industry. Prior to joining Pine Grove in 2019, he worked at Highland Bank and was involved in the University of Minnesota’s Security Monitor Program. Pine Grove Financial Group is an SEC-registered advisory firm serving individual and high-net-worth clients, retirement plan sponsors, and plan participants. The firm employs a value investing approach combined with strategic and tactical asset allocation, managing approximately $1.48 billion in discretionary assets across a 15-advisor team.

Nicholas Fahrendorff is a CFP® professional with four years of industry experience, currently serving as an advisor at Pine Grove Financial Group in Minnetonka, MN. His prior work includes roles at Lakestone Wealth Management, Solutran, Dominos Pizza, Great Waters Financial, and Royal Tire. Pine Grove Financial Group serves individuals, including high-net-worth clients, and retirement plan sponsors through a team of 14 advisors managing approximately $1.5 billion across 1,400 client relationships. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.

Jason Johnson is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Pine Grove Financial Group and has held prior roles at Lakestone Wealth Management, AdvisorNet Wealth Management, Kadence Wealth, and other firms. He is also licensed to sell fixed insurance products, including life insurance, annuities, and long-term care. Pine Grove Financial Group is a team-based firm managing approximately $1.5 billion across about 1,400 client relationships, serving individuals and retirement plan sponsors. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and offers discretionary asset management, financial planning, and fiduciary services.

Joshua Anderson is a CFP® professional with four years of industry experience, currently serving as an advisor at Pine Grove Financial Group. Prior to joining Pine Grove Financial Group in 2022, he held roles at Purshe Kaplan Sterling Investments and Crossroads Financial Group. Pine Grove Financial Group manages approximately $1.5 billion across about 1,400 client relationships, providing services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm emphasizes value-oriented, long-term investing combined with strategic asset allocation and offers fiduciary consulting, discretionary asset management, and educational seminars.