Robert Lawson
Vector Wealth Management

Tom Fee is a Principal and Managing Partner of Vector Wealth Management, which he founded in 1993. Tom began his career in the industry with a firm that had managed his money for 15 years. Once there, he realized that the services and processes were not as robust or client- centric as possible and involved a commission only structure. It appeared to Tom that he could best serve his clients by working with a firm that had a fee-based relationship with its clients; the result was Vector We ...more

Tom Fee is a Principal and Managing Partner of Vector Wealth Management, which he founded in 1993. Tom began his career in the industry with a firm that had managed his money for 15 years. Once there, he realized that the services and processes were not as robust or client- centric as possible and involved a commission only structure. It appeared to Tom that he could best serve his clients by working with a firm that had a fee-based relationship with its clients; the result was Vector Wealth Management. Tom has authored two separate financial applications for the financial services industry, one of which is widely used throughout the United States by some of the largest financial firms. The second application is Vector's proprietary SOJOURN® system that the firm personalizes for each client. Tom serves as a member of Vector's Investment Committee, which is responsible for security selection and client portfolio allocations. Tom has served on national advisory committees, spoken at national conferences, written and contributed several articles, and is the wealth advisor spokesman for Today's Business Radio, which provides an educational forum for local businesses. He holds a Bachelor's degree in Finance from the University of Colorado.

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Sharon Calhoun joined Vector Wealth Management in 2000. Her persistent attention to detail enables her to serve as both a Principal of the firm and the Director of the Advanced Planning group. Sharon's team is centrally responsible for the individualized preparation and maintenance of SOJOURN®, as well as retirement, estate, insurance, and tax planning. Sharon has 17 years of experience in the financial industry. Prior to joining Vector, she worked as an Annuity Services Specialist with ...more

Sharon Calhoun joined Vector Wealth Management in 2000. Her persistent attention to detail enables her to serve as both a Principal of the firm and the Director of the Advanced Planning group. Sharon's team is centrally responsible for the individualized preparation and maintenance of SOJOURN®, as well as retirement, estate, insurance, and tax planning. Sharon has 17 years of experience in the financial industry. Prior to joining Vector, she worked as an Annuity Services Specialist with Minnesota Life (Securian) where she supervised a team of Annuity Service Technicians. Sharon is a CERTIFIED FINANCIAL PLANNER professional, a Chartered Financial Consultant (ChFC®), an Accredited Investment Fiduciary (AIF®), and a licensed insurance agent. Sharon holds a Bachelor's degree from Mankato State University and a Master's degree in Financial Services (MSFS). Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Todd Stueve is an Advisor who co-founded SNS Financial Group, LLC ("SNS") in 2010. In January 2017, Vector Wealth Management, LLC acquired majority ownership interest in SNS, and together we do business as Vector Wealth Management. Todd has been in the financial services industry since 1998. He serves as a Senior Wealth Advisor and a member of the Investment Committee at Vector, which is responsible for securities selection and client portfolio allocations. Prior to SNS, Todd was as a ...more

Todd Stueve is an Advisor who co-founded SNS Financial Group, LLC ("SNS") in 2010. In January 2017, Vector Wealth Management, LLC acquired majority ownership interest in SNS, and together we do business as Vector Wealth Management. Todd has been in the financial services industry since 1998. He serves as a Senior Wealth Advisor and a member of the Investment Committee at Vector, which is responsible for securities selection and client portfolio allocations. Prior to SNS, Todd was as a Registered Representative at NEXT Financial Group, Inc. Todd earned a Bachelor of Science degree in Architectural Engineering from the University of Wyoming in 1994.

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Tyler Schelhaas joined Vector Wealth Management in 2017 when Vector Wealth Management, LLC acquired majority ownership interest in SNS Financial Group, LLC ("SNS"). Together, we continue to do business as Vector Wealth Management. Tyler brings over 13 years of financial advisory experience to Vector, and he serves as a Principal, Senior Wealth Advisor and a member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Tyler jo ...more

Tyler Schelhaas joined Vector Wealth Management in 2017 when Vector Wealth Management, LLC acquired majority ownership interest in SNS Financial Group, LLC ("SNS"). Together, we continue to do business as Vector Wealth Management. Tyler brings over 13 years of financial advisory experience to Vector, and he serves as a Principal, Senior Wealth Advisor and a member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Tyler joined SNS in 2012 as a Charter Member and Advisory Representative. Prior to joining SNS, he was a Financial Consultant at Charles Schwab and a Sales Manager at Principal Financial Group. Tyler is a CERTIFIED FINANCIAL PLANNER professional, and holds a Bachelor's degree in Business Finance and Computer Science. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Joe Grochowski joined Vector Wealth Management in 2011. He brings over 12 years of financial advisory experience to Vector Wealth Management and is a member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Prior to joining Vector, he was head of the Investment Services Department for a bank in the Twin Cities. Joe is a CERTIFIED FINANCIAL PLANNER professional, a Chartered Financial Consultant® (ChFC®), and an Accredited As ...more

Joe Grochowski joined Vector Wealth Management in 2011. He brings over 12 years of financial advisory experience to Vector Wealth Management and is a member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Prior to joining Vector, he was head of the Investment Services Department for a bank in the Twin Cities. Joe is a CERTIFIED FINANCIAL PLANNER professional, a Chartered Financial Consultant® (ChFC®), and an Accredited Asset Management SpecialistSM. Joe is an active member of the Financial Planning Association of Minnesota and holds a Bachelor's degree from the University of St. Thomas. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Bob Lawson joined Vector Wealth Management in 2016 as a Senior Wealth Advisor. Bob's comprehensive approach to managing wealth incorporates his extensive knowledge of personal finance, investment management, charitable planning, wealth transfer, tax and estate planning, private banking and fiduciary and trust services. Bob is a member of Vector's Investment Committee, responsible for securities selection and client portfolio allocations. Bob's focus is on the client experience, building ...more

Bob Lawson joined Vector Wealth Management in 2016 as a Senior Wealth Advisor. Bob's comprehensive approach to managing wealth incorporates his extensive knowledge of personal finance, investment management, charitable planning, wealth transfer, tax and estate planning, private banking and fiduciary and trust services. Bob is a member of Vector's Investment Committee, responsible for securities selection and client portfolio allocations. Bob's focus is on the client experience, building positive and trusting relationships through servant leadership, leading with integrity, and simply doing what is right. Prior to joining Vector, Bob served in senior wealth advisor and leadership roles in the banking industry. Bob is a CERTIFIED FINANCIAL PLANNER professional and a Certified Public Accountant. He earned a Bachelor of Science degree in Accounting from the University of Minnesota, Carlson School of Management, and a Master's degree in Finance from the University of St. Thomas. He is an active member of the Twin Cities Estate Planning Council, the Financial Planning Association®, and the Minnesota Society of CPAs. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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John Tenley joined Vector Wealth Management in 2017, when Vector Wealth Management, LLC acquired a majority ownership interest in SNS Financial Group, LLC ("SNS"). Together we do business as Vector Wealth Management. John has been in the financial services industry since 2006. He is a Senior Wealth Advisor and a member of the Investment Committee at Vector, which is responsible for securities selection and client portfolio allocations. John served as an Private Wealth Manager with SNS do ...more

John Tenley joined Vector Wealth Management in 2017, when Vector Wealth Management, LLC acquired a majority ownership interest in SNS Financial Group, LLC ("SNS"). Together we do business as Vector Wealth Management. John has been in the financial services industry since 2006. He is a Senior Wealth Advisor and a member of the Investment Committee at Vector, which is responsible for securities selection and client portfolio allocations. John served as an Private Wealth Manager with SNS doing business as Stone Summit Capital. Prior to joining SNS, he was a Financial Advisor at Ameriprise Financial John holds a Bachelor's degree in Economics and Finance from Bethel University, and is an Accredited Asset Management SpecialistSM, and a Chartered Retirement Planning CounselorSM.

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Kyle Matkaitis joined Vector Wealth Management in 2017. He serves as a Senior Wealth Advisor and a member of Vector's Investment Committee. Kyle has been in the financial services industry since 2009. Prior to joining Vector, he was a Financial Consultant at Fidelity Investments, and in the Retirement Benefits Group at AXA Equitable. Kyle is a CERTIFIED FINANCIAL PLANNER professional, and he holds a Bachelor's degree in Business Management from St. Ambrose University. Certified Financ ...more

Kyle Matkaitis joined Vector Wealth Management in 2017. He serves as a Senior Wealth Advisor and a member of Vector's Investment Committee. Kyle has been in the financial services industry since 2009. Prior to joining Vector, he was a Financial Consultant at Fidelity Investments, and in the Retirement Benefits Group at AXA Equitable. Kyle is a CERTIFIED FINANCIAL PLANNER professional, and he holds a Bachelor's degree in Business Management from St. Ambrose University. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Jason Ranallo joined Vector Wealth Management in 2005 and leads the Portfolio Management Group, which works closely with advisors to develop short- and long-term portfolio allocation strategies to help clients achieve their goals. Jason is also a key member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Jason has 13 years of experience in the financial industry. Prior to joining Vector, he worked with an investment bank ...more

Jason Ranallo joined Vector Wealth Management in 2005 and leads the Portfolio Management Group, which works closely with advisors to develop short- and long-term portfolio allocation strategies to help clients achieve their goals. Jason is also a key member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Jason has 13 years of experience in the financial industry. Prior to joining Vector, he worked with an investment bank and securities firm, where he managed the workflow and trading for the mutual fund operations group. Jason graduated from the University of Minnesota Duluth with a Bachelor's degree in Business Administration in Finance and Marketing. Jason is a CFA® charterholder and a member of the CFA Society of Minnesota. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Dan Powers joined Vector Wealth Management in 2017 when Vector Wealth Management, LLC acquired majority ownership interest in SNS Financial Group, LLC ("SNS"). Together, we continue to do business as Vector Wealth Management. With over 10 years of financial advisory experience, Dan is a Portfolio Manager and a member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Dan joined SNS in 2010 as a Charter Member and Advisory Re ...more

Dan Powers joined Vector Wealth Management in 2017 when Vector Wealth Management, LLC acquired majority ownership interest in SNS Financial Group, LLC ("SNS"). Together, we continue to do business as Vector Wealth Management. With over 10 years of financial advisory experience, Dan is a Portfolio Manager and a member of Vector's Investment Committee, which is responsible for securities selection and client portfolio allocations. Dan joined SNS in 2010 as a Charter Member and Advisory Representative. He has passed Level 1 of the Chartered Financial Analyst® (CFA®) exam and is working to obtain this professional designation. He holds a Bachelor's degree from Bethel University. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Jake Ranallo joined Vector Wealth Management in 2011 and is a member of the Portfolio Management Group, working closely with advisors to develop short and long-term portfolio allocation strategies to help clients achieve their goals. Jake assists with monitoring portfolios on a daily basis, conducting research, and providing updates on specific investments. He holds a Bachelor's degree in Accounting/Finance from St. John's University.

Jake Ranallo joined Vector Wealth Management in 2011 and is a member of the Portfolio Management Group, working closely with advisors to develop short and long-term portfolio allocation strategies to help clients achieve their goals. Jake assists with monitoring portfolios on a daily basis, conducting research, and providing updates on specific investments. He holds a Bachelor's degree in Accounting/Finance from St. John's University.

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Mike Mayer joined Vector Wealth Management in 2017. He serves as a member of the Portfolio Management Group at Vector. Mike has been in the financial services industry since 2014. Prior to joining Vector, he was a New Business Specialist at Pacific Life. He holds a Bachelor's degree in Finance from the University of St Thomas.

Mike Mayer joined Vector Wealth Management in 2017. He serves as a member of the Portfolio Management Group at Vector. Mike has been in the financial services industry since 2014. Prior to joining Vector, he was a New Business Specialist at Pacific Life. He holds a Bachelor's degree in Finance from the University of St Thomas.

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Krista Reeves joined Vector Wealth Management in 2007 and is a member of the Advanced Planning/Client Services team. Krista assists with the preparation of SOJOURN® prior to client meetings, contributes to advanced financial planning, assists in account maintenance, processes cash flows, and carries out various projects for the firm. She is also responsible for accounts payable. Prior to joining Vector, she worked as an assistant loan processor. Krista is a CERTIFIED FINANCIAL PLANNER" ...more

Krista Reeves joined Vector Wealth Management in 2007 and is a member of the Advanced Planning/Client Services team. Krista assists with the preparation of SOJOURN® prior to client meetings, contributes to advanced financial planning, assists in account maintenance, processes cash flows, and carries out various projects for the firm. She is also responsible for accounts payable. Prior to joining Vector, she worked as an assistant loan processor. Krista is a CERTIFIED FINANCIAL PLANNER" professional and holds a Bachelor's degree in Business Administration and Human Resource Management from Metropolitan State University. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Eric Arndt joined Vector Wealth Management in 2015 and is a member of the Advanced Planning/Client Services team. Utilizing over 10 years of banking and wealth management experience, Eric works closely with Advisors and the Portfolio Management Group to create personalized wealth management plans using the proprietary SOJOURN® system and to implement financial planning strategies for Vector's wide range of clientele. Additionally, Eric assists in account maintenance to provide the highe ...more

Eric Arndt joined Vector Wealth Management in 2015 and is a member of the Advanced Planning/Client Services team. Utilizing over 10 years of banking and wealth management experience, Eric works closely with Advisors and the Portfolio Management Group to create personalized wealth management plans using the proprietary SOJOURN® system and to implement financial planning strategies for Vector's wide range of clientele. Additionally, Eric assists in account maintenance to provide the highest level of service for clients. Eric is a Registered ParaplannerSM and he holds a Bachelor of Science degree in Business Administration from St. Mary's University of Minnesota.

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David Moser joined Vector Wealth Management in 2015 and is a member of the Advanced Planning Group. David works closely with Advisors and the Portfolio Management Group to help identify and implement advanced financial planning strategies for Vector's wide range of clientele. Additionally, he monitors and manages client accounts and interfaces with Vector's strategic alliances on a daily basis to provide the highest level of service for clients. Prior to joining Vector, David was respon ...more

David Moser joined Vector Wealth Management in 2015 and is a member of the Advanced Planning Group. David works closely with Advisors and the Portfolio Management Group to help identify and implement advanced financial planning strategies for Vector's wide range of clientele. Additionally, he monitors and manages client accounts and interfaces with Vector's strategic alliances on a daily basis to provide the highest level of service for clients. Prior to joining Vector, David was responsible for day-to-day trading at a local Twin Cities firm. David is a CERTIFIED FINANCIAL PLANNER professional and holds a Bachelor's degree in Financial Management from the University of St. Thomas. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Chris Wagner joined Vector Wealth Management in 2017. He serves as a member of Advanced Planning at Vector. Chris has been in the financial services industry since 2011. Prior to joining Vector, he was a Financial Planning Assistant.at a Twin Cities Investment Advisory firm. Chris is a CERTIFIED FINANCIAL PLANNER professional, and he holds a Bachelor's degree in Finance the University of Minnesota Duluth. Certified Financial Planner Board of Standards Inc. owns the certification marks ...more

Chris Wagner joined Vector Wealth Management in 2017. He serves as a member of Advanced Planning at Vector. Chris has been in the financial services industry since 2011. Prior to joining Vector, he was a Financial Planning Assistant.at a Twin Cities Investment Advisory firm. Chris is a CERTIFIED FINANCIAL PLANNER professional, and he holds a Bachelor's degree in Finance the University of Minnesota Duluth. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Suzy Klapperich joined Vector Wealth Management as a member of the Advanced Planning/Client Services team in 2015. She is passionate about helping clients achieve their financial goals so they can fully enjoy their retirement years. Prior to joining Vector, Suzy worked as an Account Executive at AdvisorNet Insurance, where she learned the importance of preparing your financial plan for catastrophic events. Suzy brings her expertise of life, disability and long term care insurance to V ...more

Suzy Klapperich joined Vector Wealth Management as a member of the Advanced Planning/Client Services team in 2015. She is passionate about helping clients achieve their financial goals so they can fully enjoy their retirement years. Prior to joining Vector, Suzy worked as an Account Executive at AdvisorNet Insurance, where she learned the importance of preparing your financial plan for catastrophic events. Suzy brings her expertise of life, disability and long term care insurance to Vector. She also assists with client meetings, preparing financial plans and updating SOJOURN® to fit each client's individual needs. Suzy is a Registered ParaplannerSM has over 30 years of experience in the financial services industry.

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Melissa Hoffman joined Vector Wealth Management as part of the Advanced Planning/Client Services team in 2015. She handles many aspects of client communication and will often be your first point of contact when you call Vector or arrive for a meeting. Melissa coordinates the client meeting schedule, manages correspondence, assists with account maintenance, and handles other service- related items. Melissa is a Registered ParaplannerSM and an integral part of the Vector team, carrying o ...more

Melissa Hoffman joined Vector Wealth Management as part of the Advanced Planning/Client Services team in 2015. She handles many aspects of client communication and will often be your first point of contact when you call Vector or arrive for a meeting. Melissa coordinates the client meeting schedule, manages correspondence, assists with account maintenance, and handles other service- related items. Melissa is a Registered ParaplannerSM and an integral part of the Vector team, carrying out projects for the firm and striving to give our clients a deeper level of support. Prior to joining Vector, she worked as an Administrative Assistant for a regional financial firm, and has 17 years of customer service experience.

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Kate Poley joined Vector Wealth Management in 2017. She serves as a member of the Client Services team at Vector, assisting in account set up and maintenance, along with carrying out various projects for the firm. Kate has over 20 years of customer service experience. Prior to joining Vector, she was a Meeting and Event Planner and an Executive Administrative Assistant. Kate holds a Bachelor's degree from Connecticut College.

Kate Poley joined Vector Wealth Management in 2017. She serves as a member of the Client Services team at Vector, assisting in account set up and maintenance, along with carrying out various projects for the firm. Kate has over 20 years of customer service experience. Prior to joining Vector, she was a Meeting and Event Planner and an Executive Administrative Assistant. Kate holds a Bachelor's degree from Connecticut College.

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Jake Fee joined Vector Wealth Management in 2017. He serves as internal support for advisors at Vector. Prior to joining Vector, Jake was with Faelon Partners. He is a Registered ParaplannerSM and holds a Bachelor's' degree in Finance from the University of St Thomas.

Jake Fee joined Vector Wealth Management in 2017. He serves as internal support for advisors at Vector. Prior to joining Vector, Jake was with Faelon Partners. He is a Registered ParaplannerSM and holds a Bachelor's' degree in Finance from the University of St Thomas.

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