About Us

Meet Our Team

Shawn Greseth

Managing Principal

Chris Kellett

Senior Financial Advisor
Mindy Prow

Mindy Prow

Registered Client Services Associate

Emily Korbmacher

Registered Client Services Associate

Emily joined the team in February 2018 and brings over 7 years of experience in the financial services and banking industries. 

Most recently, Emily worked at Neuberger Berman Private Wealth Management  in Chicago. Prior to that, she worked for both American Independence Financial Services in New York and Wells Fargo’s Private Bank in Davenport, Iowa. She loves building relationships with her clients and providing confidence and support in every aspect of their financial picture.

Emily studied Finance at Winona State University and also played on their basketball team. She currently lives in Medina with her three children. She loves coaching her children’s basketball teams and supporting all three in their athletic and academic endeavors. She also loves traveling, working out and reading when the opportunity allows.   

Laura Dunlevy

Laura Dunlevy

Client Associate

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