Meet the Team
Professional service for your financial investments.
Administrative Assistant to Brad Palmersheim
Julie Meyer is a member of our Administrative Assistant Team and brings over 30+ years of extensive experience in the financial services field. Julie’s history in the industry in a variety of management positions brings a unique skill set to our company as she has guided business processes from many different levels. She leverages her knowledge and experience to provide the Advisors and clients excellent service and guidance in a complex business environment.
Julie’s experience includes working as a Senior Auditor for Cetera Financial Group where she audited financial and investment practices of Financial Advisors for Cetera, was an OSJ (Office of Supervisory Jurisdiction) for a large twin cities regional office providing compliance review and servicing of business, and served as the Director of Client Services and OSJ for a large planning firm. Julie attended St. Cloud State University.
Administrative Assistant to Tom Walker
Mary Almlie is Administrative Assistant to Tom Walker. Mary is a member of our Administrative Assistant Team who has over 15 years of experience working in financial services. Mary’s extensive administrative skills are extremely important in helping Financial Advisors with project management, problem solving, managing multiple scenarios, and processing client business efficiently. Her dedication to providing service to all stakeholders creates a team-oriented work environment.
Mary is a graduate of Dakota Business College.