Our Advisors & Staff

DWM Advisors & Partners


Todd Terhorst

CFP, CLU, ChFC, AAMS,
CRPC, CFEd, AWMA, CMFC

Shannon
Brusseau

New Prague Office

Christopher Maclennan

JD, ChFC, CLU, CRPC,AWMA

Chris Beck

MBA

 

Ken Loehlein

Prior Lake Office

Tim
Johanson

CRPS

Rod Anderson

AAMS


 

Pete Zvanovec

CRPS

 

 

Jeffrey Green

CFP
 

 

 

Tom Oleksa

CLU

 

 

Bruce Meredith

Albany, MN Office

 

Lynn Cupkie 
(RET)


 

Bob Deters

Albany, MN Office

GREG BOWAR

ChFC

 

DWM ADVISORS PARTNERED WITH A BANK OR CREDIT UNION

 

 

DEREK READY

CPRC - Center National Bank
Plymouth, MN

 

NICK LOEHLEIN

Center National Bank
Litchfield, MN

 

 

   

NORTH DAKOTA (BISMARCK) OFFICE

GARY E. BERUBE

 

 

 

DOUG BUEHLER

CFP, ChFC, CLU, MBA

 

 

FARREL CARLSON

 

 

 

BOB JOHNSON

CFP, CLU, ChFC

 

MATT PUETZ

CLU

 

LARRY SOUTHER

 

 

 

 

 

 

 

JAY CALDWELL

 

 

 

 

 

STEVE FELCHLE

 

NORTH DAKOTA (FARGO/Jamestown) OFFICES

DAVE FALK

LUTCF
 

ARNOLD
ELLINGSON

CLU

HOLLY GRUBA


 

CINDY FASON

 

 

 


 

JEFF GREWE
 

BRAD NOVAK

CFP

 

 

 

 

 

MARK BIBELHEIMER

 


Directors / Supervision

SHELLY SLATTERY

VP - Compliance & Supervision
Registered Principal

 

 


 

JENNIFER NELSON

Director of Client & Advisor Services
Registered Principal

 

 

 


Support Staff & Client Services

LINDA PANCHOT

Asst to Dave Falk
 

BECKY HENDERSON

Asst to Mark Bibelheimer
and Brad Novak

 

LISA BRUSSEAU

Client Services
New Prague Office

 

 

 

PAULA MCCUE

Assistant to Shannon Brusseau

TRACY FRIELER

Executive Assistant