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
proprie
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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 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 insu
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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 Registered Representative at
NEXT Financial Group, Inc. Todd earned a Bachelor of
Science degree in Architectural Engineering from the
University of Wyoming in 1994.
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
ho
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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 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 certificatio
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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 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 CERTIFIE
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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 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, an
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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 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 ongo
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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 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
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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
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
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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.
Will Fondell 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.
Will is a member of the Portfolio Management Group at
Vector. He is responsible for managing client portfolios,
creating investment recommendations and researching
potential changes in our models.
He joined SNS in 2013 as an Advisory Representative and
graduated from the University of Colorado, receiving a
Bachelor's degree in Finance.
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.
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 PL
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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 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.
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 Stand
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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 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.
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.
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.
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.
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.
