Your Team At St Croix Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and with over 150 years of combined service in the financial industry, it is service you can count on. We can help you address: Investing principles and strategies * Retirement investing and distribution strategies * Estate conservation issues Risk management analysis We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our team of experienced professionals have helped many people just like you with similar issues and concerns. With our modern technology we can help you customize your financial plan and create your own Financial GPS that will keep you on course to pursue your financial goals. We will be by your side through all of life's detours. Think of us as your Co-Pilot or Navigator, working together to keep you on your financial course. Let your journey begin! Peter G. Miles President/Financial Advisor (651) 502-2264 email@example.com I believe in helping all people no matter where they are at in their financial journey. That is what lead me to start St. Croix Wealth Management and our strong belief in our mission statement; Helping all people navigate their... Read more Jody K. McDonough, CFP Financial Advisor/ Certified Financial Planner ™ (651) 491-8295 firstname.lastname@example.org If I were to express how to best describe me—I would say I help people. Helping people is who I am. I believe in providing excellent customer service along with structured goal based planning. I volunteer for hospice through... Read more John A. Mandt, ChFEBC (Florida Office) Financial Advisor/Chartered Federal Employee Benefits Consultant (612) 345-2792 email@example.com One of the most joyous parts of my job is helping clients alleviate the stress and anxiety that accompanies financial planning. Through a strong relationship with my clients and a disciplined approach, I can help clients define their... Read more Scott A. Bosch, MBA, CPFA Financial Advisor/Certified Plan Fiduciary Advisor (952) 210-0278 firstname.lastname@example.org As a trusted financial advisor, my mission is to create life-long partnerships with my clients and their family. Together we will define and prioritize your financial and personal goals; implement them into your Financial GPS and... Read more Daniel J. O'Brien Investment Representative (651) 681-7800 email@example.com I am very fortunate as a Financial Advisor to be able to share my knowledge and expertise. That is the rootof my career. Studying, understanding, and navigating the financial markets has been my passion for over40 years. Sharing that... Read more Virgil L. Brenny Financial Advisor (763) 574-1254 firstname.lastname@example.org Many of my strong values were shaped by my family background. My parents set high standards for their four children by their example of hard work and sacrifice; providing us the opportunity to experience private, religious education.... Read more Julia L. Buckley Health Insurance Agent (651) 502-2266 email@example.com Being of good service to others gets me out of bed each day. I have made it my daily practice to follow the golden rule by treating others the way I would like to be treated and I have found, that doing that well is enough to keep me... Read more Greger P. Svensson Client Relationship Manager (651) 502-2262 firstname.lastname@example.org My drive and energy comes from the satisfaction of helping people and taking care of all their needs. I want people to feel comfortable to call me with any financial or non-financial questions. I enjoy helping people find solutions to... Read more Morgan R. Edlund Paraplanner (651) 502-2266 email@example.com My financial journey began when I started teaching financial literacy courses at Ideal Credit Union. It brought great joy to see my community learn about the financial world and their financial future. Read more Sherry Buckley Office Manager (651) 207-9948 firstname.lastname@example.org My mission is to help every client have a successful and enjoyable financial journey. I enjoy being a point ofcontact when the advisors are not available to deliver high-quality service to our clients. I also take pride inhelping our... Read more Ruth A. Miles Office Assistant (651) 502-2266 email@example.com Winston Greeter (651) 502-2266 firstname.lastname@example.org Winston is excited to please people! His one passion in life is to greet people with a wagging tail. Winston is a Soft-coated Wheaten Terrier and touted to be hypoallergenic with little to no shedding. The coloring of his hair (brown... Read more Have a Question? Name Email Address Question Thank you! Oops!