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 Ve ...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 serves as a Principal and as a Senior Wealth Advisor at Vector Wealth Management. She also directs Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. 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 ...more

Sharon Calhoun serves as a Principal and as a Senior Wealth Advisor at Vector Wealth Management. She also directs Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. 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 serves as a Principal and as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Todd joined Vector Wealth Management in 2017. Prior to joining Vector, Todd was a founding member of SNS Financial Group, LLC and a Registered Representative with NEXT Financial Group, Inc. Todd has been in the financial services industry since 1998. Todd e ...more

Todd Stueve serves as a Principal and as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Todd joined Vector Wealth Management in 2017. Prior to joining Vector, Todd was a founding member of SNS Financial Group, LLC and a Registered Representative with NEXT Financial Group, Inc. Todd has been in the financial services industry since 1998. Todd earned a Bachelor of Science degree in Architectural Engineering from the University of Wyoming.

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Tyler Schelhaas serves as a Principal and as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Tyler joined Vector Wealth Management in 2017. Prior to joining Vector, Tyler was a charter member of SNS Financial Group, and worked with Charles Schwab as a Financial Consultant. Tyler has been in the financial services industry since 2003. Tyler earn ...more

Tyler Schelhaas serves as a Principal and as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Tyler joined Vector Wealth Management in 2017. Prior to joining Vector, Tyler was a charter member of SNS Financial Group, and worked with Charles Schwab as a Financial Consultant. Tyler has been in the financial services industry since 2003. Tyler earned a Bachelor of Arts degree in Business Administration with a focus on Finance and Computer Science from Dordt College. Mr. Schelhaas holds the following designation: "CERTIFIED FINANCIAL PLANNER" (CFP®)

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Joe Grochowski serves as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Joe joined Vector Wealth Management in 2011. Prior to joining Vector, Joe worked with a Twin Cities bank as the Director of its Investment Services Department. Joe has been in the financial services industry since 2002. Joe earned a Bachelor of Arts degree in Business Admi ...more

Joe Grochowski serves as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Joe joined Vector Wealth Management in 2011. Prior to joining Vector, Joe worked with a Twin Cities bank as the Director of its Investment Services Department. Joe has been in the financial services industry since 2002. Joe earned a Bachelor of Arts degree in Business Administration focused on Entrepreneurship from the University of St. Thomas. Mr. Grochowski holds the following designations: CERTIFIED FINANCIAL PLANNER" (CFP®) Chartered Financial Consultant® (ChFC®), Accredited Asset Management SpecialistSM (AAMS®) He is also a member of the Financial Planning Association® of Minnesota.

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Bob Lawson serves as a Senior Wealth Advisor at Vector Wealth Management. He is a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Bob joined Vector Wealth Management in 2016. Prior to joining Vector, Bob worked in the banking sector as a senior wealth advisor. Bob has been in the financial services industry since 2000. Bob earned a Master of Business Administration from the University of St. Tho ...more

Bob Lawson serves as a Senior Wealth Advisor at Vector Wealth Management. He is a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Bob joined Vector Wealth Management in 2016. Prior to joining Vector, Bob worked in the banking sector as a senior wealth advisor. Bob has been in the financial services industry since 2000. Bob earned a Master of Business Administration from the University of St. Thomas. He also holds a Bachelor of Science degree in Accounting from the University of Minnesota Carlson School of Management. Mr. Lawson holds the following designations: CERTIFIED FINANCIAL PLANNER" (CFP®) Certified Public Accountant (CPA) Bob is also a member of the Twin Cities Estate Planning Council, the Financial Planning Association®, and the Minnesota Society of CPAs. He is a board member at The MacPhail Center for Music.

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John Tenley serves as a Senior Wealth Advisor at Vector Wealth Management. He is a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. John Tenley joined Vector Wealth Management in 2017. Prior to joining Vector, John worked with SNS Financial Group as a Private Wealth Manager. John has been in the financial services industry since 2006. John earned a Bachelor of Arts degree in Economics with a focus on Finance f ...more

John Tenley serves as a Senior Wealth Advisor at Vector Wealth Management. He is a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. John Tenley joined Vector Wealth Management in 2017. Prior to joining Vector, John worked with SNS Financial Group as a Private Wealth Manager. John has been in the financial services industry since 2006. John earned a Bachelor of Arts degree in Economics with a focus on Finance from Bethel University. Mr. Tenley holds the following designations: Accredited Asset Management SpecialistSM (AAMS®) Chartered Retirement Planning CounselorSM (CRPC®)

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Kyle Matkaitis serves as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Kyle joined Vector Wealth Management in 2017. Prior to joining Vector, Kyle worked with Fidelity Investments as a Financial Consultant, and at AXA Equitable in the Retirement Benefits Group. Kyle has been in the financial services industry since 2009. Kyle earned a Bachelo ...more

Kyle Matkaitis serves as a Senior Wealth Advisor at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Kyle joined Vector Wealth Management in 2017. Prior to joining Vector, Kyle worked with Fidelity Investments as a Financial Consultant, and at AXA Equitable in the Retirement Benefits Group. Kyle has been in the financial services industry since 2009. Kyle earned a Bachelor of Arts degree in Business Management focused on Organizational Leadership from St. Ambrose University. Mr. Matkaitis holds the following designations: CERTIFIED FINANCIAL PLANNER" (CFP®)

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Jason Ranallo serves as Director of Portfolio Management at Vector Wealth Management. He directs Vector's Portfolio Management Group, which is responsible for developing strategies and monitoring short- and long-term portfolio allocation. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Jason joined Vector Wealth Management in 2005. Prior to joining Vector, he worked with Piper Jaffray and Co. Jaso ...more

Jason Ranallo serves as Director of Portfolio Management at Vector Wealth Management. He directs Vector's Portfolio Management Group, which is responsible for developing strategies and monitoring short- and long-term portfolio allocation. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Jason joined Vector Wealth Management in 2005. Prior to joining Vector, he worked with Piper Jaffray and Co. Jason has been in the financial services industry since 2003. Jason earned a Bachelor of Business Administration degree focused on Finance and Marketing from the University of Minnesota  Duluth. Mr. Ranallo holds the following designation: Chartered Financial Analyst (CFA®) Jason is also a member of the CFA Society of Minnesota.

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Dan Powers serves as a Principal and as a Portfolio Manager at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Prior to joining Vector, Dan was a charter member of SNS Financial Group. Dan has been in the financial services industry since 2008. Dan earned a Bachelor of Arts degree in Economics and Finance from Bethel University. Mr. Powers is working towards his designa ...more

Dan Powers serves as a Principal and as a Portfolio Manager at Vector Wealth Management. He is also a member of Vector's Investment Committee, which is responsible for security selection, asset allocation, and investment due diligence. Prior to joining Vector, Dan was a charter member of SNS Financial Group. Dan has been in the financial services industry since 2008. Dan earned a Bachelor of Arts degree in Economics and Finance from Bethel University. Mr. Powers is working towards his designations and is currently a Chartered Financial Analyst ® (CFA®) Level 2 Candidate

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Jacob Ranallo serves as a Portfolio Manager at Vector Wealth Management. He is also a member of Vector's Portfolio Management Group, which is responsible for developing strategies and monitoring short- and long-term portfolio allocation. Jake joined Vector Wealth Management in 2011. Prior to joining Vector, Jake worked with Wells Fargo Home Mortgage as a Loan Specialist. Jake has been in the financial services industry since 2010. Jake earned a Master of Business from the University of Minneso ...more

Jacob Ranallo serves as a Portfolio Manager at Vector Wealth Management. He is also a member of Vector's Portfolio Management Group, which is responsible for developing strategies and monitoring short- and long-term portfolio allocation. Jake joined Vector Wealth Management in 2011. Prior to joining Vector, Jake worked with Wells Fargo Home Mortgage as a Loan Specialist. Jake has been in the financial services industry since 2010. Jake earned a Master of Business from the University of Minnesota, Carlson School of Management. He also holds a Bachelor of Arts degree in Accounting with a focus on Finance from St. John's University.

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Mike Mayer serves as a Portfolio Manager at Vector Wealth Management. He is also a member of Vector's Portfolio Management Group, which is responsible for developing strategies and monitoring short- and long-term portfolio allocation. Mike joined Vector Wealth Management in 2017, Michael worked with Pacific Life as a New Business Specialist. Mike has been in the financial services industry since 2012. Mike earned a Bachelor of Arts degree in Finance from the University of St Thomas.

Mike Mayer serves as a Portfolio Manager at Vector Wealth Management. He is also a member of Vector's Portfolio Management Group, which is responsible for developing strategies and monitoring short- and long-term portfolio allocation. Mike joined Vector Wealth Management in 2017, Michael worked with Pacific Life as a New Business Specialist. Mike has been in the financial services industry since 2012. Mike earned a Bachelor of Arts degree in Finance from the University of St Thomas.

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Krista Reeves serves as a Financial Planning Specialist at Vector Wealth Management. She is also a member of the Advanced Planning Group which focuses on wealth enhancement and concerns beyond investments such as retirement, estate, insurance, and tax planning. Krista joined Vector Wealth Management in 2007. Prior to joining Vector, she worked with Secure Mortgage as an assistant loan processor. Krista has been in the financial services industry since 2005. Krista earned a Bachelor of Arts deg ...more

Krista Reeves serves as a Financial Planning Specialist at Vector Wealth Management. She is also a member of the Advanced Planning Group which focuses on wealth enhancement and concerns beyond investments such as retirement, estate, insurance, and tax planning. Krista joined Vector Wealth Management in 2007. Prior to joining Vector, she worked with Secure Mortgage as an assistant loan processor. Krista has been in the financial services industry since 2005. Krista earned a Bachelor of Arts degree in Business Administration with a focus on Human Resource Management from Metropolitan State University. Ms. Reeves holds the following designation: CERTIFIED FINANCIAL PLANNER" (CFP®)

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Eric Arndt serves as a Financial Planning Specialist at Vector Wealth Management. He is also a member of the Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. Eric joined Vector Wealth Management in 2015. Prior to joining Vector, Eric worked with Wells Fargo Private Bank as a Senior Client Associate. Eric has been in the financial services industry since 2004. Eric earned a Bachelor of Science degree in Business Administration with a f ...more

Eric Arndt serves as a Financial Planning Specialist at Vector Wealth Management. He is also a member of the Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. Eric joined Vector Wealth Management in 2015. Prior to joining Vector, Eric worked with Wells Fargo Private Bank as a Senior Client Associate. Eric has been in the financial services industry since 2004. Eric earned a Bachelor of Science degree in Business Administration with a focus on Management from St. Mary's University of Minnesota. Mr. Arndt holds the following designations: Financial Paraplanner Qualified Professional" (FPQP")

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David Moser serves as a Financial Planning Specialist at Vector Wealth Management. He is also a member of Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. David joined Vector Wealth Management in 2015. Prior to joining Vector, David worked with a Twin Cities financial firm as a Securities Trader. David has been in the financial services industry since 2010. David earned a Bachelor of Arts degree in Business Administration focused on F ...more

David Moser serves as a Financial Planning Specialist at Vector Wealth Management. He is also a member of Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. David joined Vector Wealth Management in 2015. Prior to joining Vector, David worked with a Twin Cities financial firm as a Securities Trader. David has been in the financial services industry since 2010. David earned a Bachelor of Arts degree in Business Administration focused on Financial Management from the University of St. Thomas. Mr. Moser holds the following designations: CERTIFIED FINANCIAL PLANNER" (CFP®)

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Chris Wagner serves as a Financial Planning Specialist at Vector Wealth Management. He is also a member of Vector's Advanced Planning Group , which develops client centered and integrated wealth management solutions. Chris joined Vector Wealth Management in 2017. Prior to joining Vector , Chris worked with a Twin Cities investment advisory firm as a Financial Planning Assistant. Chris has been in the financial services industry since 2011. Chris earned a Bachelor of Business Administration deg ...more

Chris Wagner serves as a Financial Planning Specialist at Vector Wealth Management. He is also a member of Vector's Advanced Planning Group , which develops client centered and integrated wealth management solutions. Chris joined Vector Wealth Management in 2017. Prior to joining Vector , Chris worked with a Twin Cities investment advisory firm as a Financial Planning Assistant. Chris has been in the financial services industry since 2011. Chris earned a Bachelor of Business Administration degree with a focus on Finance and Financial Planning from the University of Minnesota, Duluth. Mr. Wagner holds the following designations: CERTIFIED FINANCIAL PLANNER" (CFP)

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Suzy Klapperich serves as Chief Compliance Officer at Vector Wealth Management. She is also a member of Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. Suzy joined Vector Wealth Management in 2015. Prior to joining Vector, Suzy worked with AdvisorNet Insurance as an Account Executive. Suzy has been in the financial services industry since 1987. Ms. Klapperich holds the following designations: Financial Paraplanner Qualifie ...more

Suzy Klapperich serves as Chief Compliance Officer at Vector Wealth Management. She is also a member of Vector's Advanced Planning Group, which develops client centered and integrated wealth management solutions. Suzy joined Vector Wealth Management in 2015. Prior to joining Vector, Suzy worked with AdvisorNet Insurance as an Account Executive. Suzy has been in the financial services industry since 1987. Ms. Klapperich holds the following designations: Financial Paraplanner Qualified Professional" (FPQP")

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Melissa Hoffman serves as a Client Services Specialist and is the Office Manager at Vector Wealth Management. She is a member of Vector's Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts. Melissa joined Vector Wealth Management in 2015. Prior to joining Vector, Melissa worked with a Twin Cities financial firm as an Administrative Assistant. Melissa has been in the customer service and financial planning industry since 2001. ...more

Melissa Hoffman serves as a Client Services Specialist and is the Office Manager at Vector Wealth Management. She is a member of Vector's Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts. Melissa joined Vector Wealth Management in 2015. Prior to joining Vector, Melissa worked with a Twin Cities financial firm as an Administrative Assistant. Melissa has been in the customer service and financial planning industry since 2001. Melissa earned a Certificate in Cosmetology from Model College. Ms. Hoffman holds the following designations: Financial Paraplanner Qualified Professional" (FPQP")

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Kate Poley serves as Client Services Specialist at Vector Wealth Management. She is also a member of Vector's Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts. Kate joined Vector Wealth Management in 2017. Prior to joining Vector, Kate worked with Carlson Marketing Group as an Event Planner and with a food broker as an Executive Assistant. Kate has over 20 years of customer service experience. Kate earned a Bachelor of Arts ...more

Kate Poley serves as Client Services Specialist at Vector Wealth Management. She is also a member of Vector's Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts. Kate joined Vector Wealth Management in 2017. Prior to joining Vector, Kate worked with Carlson Marketing Group as an Event Planner and with a food broker as an Executive Assistant. Kate has over 20 years of customer service experience. Kate earned a Bachelor of Arts degree focused on Sociology from Connecticut College.

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Jake Fee serves as a Financial Planning Specialist and internal support for advisors at Vector Wealth Management. He also is a member of Vector's Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts. Jake joined Vector Wealth Management in 2017. Prior to joining Vector, Jake worked with Faelon Partners as an intern. Jake has been in the financial services industry since 2015. Jake earned a Bachelor of Arts degree in Finance fro ...more

Jake Fee serves as a Financial Planning Specialist and internal support for advisors at Vector Wealth Management. He also is a member of Vector's Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts. Jake joined Vector Wealth Management in 2017. Prior to joining Vector, Jake worked with Faelon Partners as an intern. Jake has been in the financial services industry since 2015. Jake earned a Bachelor of Arts degree in Finance from the University of St Thomas. Mr. Fee holds the following designations: Financial Paraplanner Qualified Professional" (FPQP")

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Ezra Firkins serves as the Communications Specialist at Vector Wealth Management. He directs Vector's Communications Group, which is responsible for communication platforms, engagement initiatives, and message continuity. Ezra joined Vector Wealth Management in 2018. Prior to joining Vector, he worked with a Twin Cities clean energy finance consultancy. Ezra has been in the strategic communications industry since 2000. Ezra earned a Bachelor of Arts degree in Journalism with a focus on ...more

Ezra Firkins serves as the Communications Specialist at Vector Wealth Management. He directs Vector's Communications Group, which is responsible for communication platforms, engagement initiatives, and message continuity. Ezra joined Vector Wealth Management in 2018. Prior to joining Vector, he worked with a Twin Cities clean energy finance consultancy. Ezra has been in the strategic communications industry since 2000. Ezra earned a Bachelor of Arts degree in Journalism with a focus on Public Relations from the University of Minnesota -Twin Cities.

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