Our Team
Jim Rudin
- Managing Director - Investments
For the past three decades, Jim Rudin has been providing wealth management services to generations of families. While passionate about value investing, his focus is always on you: your family, your goals, your objectives, your needs. Jim and his team provide comprehensive, consultative, investment planning and wealth management services to affluent individuals and families.
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. That is why we work with you, one on one, to design investment strategies targeted to your specific needs and goals.
Each member of The Rudin & Rubin Financial Group of Wells Fargo Advisors, and our support specialists, are committed to you. In order to make sure the investment consulting and advanced planning are tightly coordinated, our team works closely with all of your advisors. This often includes estate attorneys, accountants, bankers and insurance agents. Working as one team, we help optimize results across all of the interrelated pieces of your financial life. The longevity of our team’s client relationships is a testament to the promise that your family will receive experienced advice.
Over his tenure, Jim has and continues to receive numerous awards, including Five Star Wealth Manager* and Wells Fargo Advisors Premier Advisor**.
Jim and his wife, Sherry, live in Medina, MN. They have two college age children. Jim enjoys traveling, squash and skiing.
• *The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. Private Client Group wealth managers were considered for the award;
Five Star Wealth Manager: 2013-2017, 2019-2021
2013 [Minnesota Market] wealth managers were considered for the award; (40% of candidates) were named Five Star Wealth Managers
2014 [Minnesota Market] wealth managers were considered for the award; (43% of candidates) were named Five Star Wealth Managers
2015 [Minnesota Market] wealth managers were considered for the award; (31% of candidates) were named Five Star Wealth Managers
2016 [Minnesota Market] wealth managers were considered for the award; (41% of candidates) were named Five Star Wealth Managers
2017 [Minnesota Market] wealth managers were considered for the award; (36% of candidates) were named Five Star Wealth Managers
2019 [Minnesota Market] wealth managers were considered for the award; (19% of candidates) were named Five Star Wealth Managers
2020 [Minnesota Market] wealth managers were considered for the award; (16% of candidates) were named Five Star Wealth Managers
2021 [Minnesota Market] wealth managers were considered for the award; (15% of candidates) were named Five Star Wealth Managers
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. Filed for bankruptcy, or 5. Been convicted of a felony.
• **The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. 2009-2021
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. That is why we work with you, one on one, to design investment strategies targeted to your specific needs and goals.
Each member of The Rudin & Rubin Financial Group of Wells Fargo Advisors, and our support specialists, are committed to you. In order to make sure the investment consulting and advanced planning are tightly coordinated, our team works closely with all of your advisors. This often includes estate attorneys, accountants, bankers and insurance agents. Working as one team, we help optimize results across all of the interrelated pieces of your financial life. The longevity of our team’s client relationships is a testament to the promise that your family will receive experienced advice.
Over his tenure, Jim has and continues to receive numerous awards, including Five Star Wealth Manager* and Wells Fargo Advisors Premier Advisor**.
Jim and his wife, Sherry, live in Medina, MN. They have two college age children. Jim enjoys traveling, squash and skiing.
• *The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. Private Client Group wealth managers were considered for the award;
Five Star Wealth Manager: 2013-2017, 2019-2021
2013 [Minnesota Market] wealth managers were considered for the award; (40% of candidates) were named Five Star Wealth Managers
2014 [Minnesota Market] wealth managers were considered for the award; (43% of candidates) were named Five Star Wealth Managers
2015 [Minnesota Market] wealth managers were considered for the award; (31% of candidates) were named Five Star Wealth Managers
2016 [Minnesota Market] wealth managers were considered for the award; (41% of candidates) were named Five Star Wealth Managers
2017 [Minnesota Market] wealth managers were considered for the award; (36% of candidates) were named Five Star Wealth Managers
2019 [Minnesota Market] wealth managers were considered for the award; (19% of candidates) were named Five Star Wealth Managers
2020 [Minnesota Market] wealth managers were considered for the award; (16% of candidates) were named Five Star Wealth Managers
2021 [Minnesota Market] wealth managers were considered for the award; (15% of candidates) were named Five Star Wealth Managers
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. Filed for bankruptcy, or 5. Been convicted of a felony.
• **The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. 2009-2021
Contact
Tony Rubin
- Financial Advisor
- First Vice President - Investments
- Fundamental Choice Portfolio Manager
I am First Vice President – Investments at Rudin & Rubin Financial Group of Wells Fargo Advisors in Minneapolis.
I work with my clients one-on-one to design investment strategies targeted to their specific needs and goals. As my clients’ lives change, so must their investment strategies. I employ a thoughtful, careful planning process that helps ensure my clients stay on course toward meeting their objectives.
I provide comprehensive, consultative investment planning and wealth management services to affluent individuals and families, as well as business owners and executives. I assist my clients through significant liquidity events, including pre- and post-event advanced planning, hedging and diversifying concentrated holdings, and investment consulting.
I work closely with my clients’ other advisors – including estate attorneys, accountants, bankers, and insurance agents – to ensure the investment consulting and advanced planning services I provide are properly coordinated on their behalf.
I earned my bachelor’s degree in business marketing from the University of Minnesota-Twin Cities. I live in Edina, MN with my family, where we enjoy traveling, hockey, and tennis.
Contact
Debbie Mahoney
- Senior Registered Client Associate
Debbie has over 20 years of wealth management industry experience. Debbie has been with the Rudin & Rubin Financial Group of Wells Fargo Advisors since 1998 and has become a familiar voice to all of our clients.
As Senior Registered Client Associate, Debbie is frequently the first point of contact for client questions and account administration. Debbie is responsible for a wide range of client services including transfers of assets, operational issues, check requests, document processing, and the day to day details of running the administration team.
Debbie is honored to have received many awards since beginning her career with Wells Fargo Advisors, including the Service Distinction Award and Distinguished Service Professional Award to name a couple. These awards are designed to recognize outstanding branch support team members who embody the firm's Core Values such as service, respect, integrity and teamwork.
Debbie has 2 grown sons and a daughter-in law. Debbie is active in her church, enjoys travelling and walks with her dogs.
As Senior Registered Client Associate, Debbie is frequently the first point of contact for client questions and account administration. Debbie is responsible for a wide range of client services including transfers of assets, operational issues, check requests, document processing, and the day to day details of running the administration team.
Debbie is honored to have received many awards since beginning her career with Wells Fargo Advisors, including the Service Distinction Award and Distinguished Service Professional Award to name a couple. These awards are designed to recognize outstanding branch support team members who embody the firm's Core Values such as service, respect, integrity and teamwork.
Debbie has 2 grown sons and a daughter-in law. Debbie is active in her church, enjoys travelling and walks with her dogs.
Contact
Kara J. Gerlach
Kara Jean Gerlach
PF Client Associate, Officer
Kara has been in the Banking and Financial Services industry for 10 years and started her career in mortgage banking at Wells Fargo Home Mortgage. Kara came to Wells Fargo Advisors in 2016. Kara assists Rudin and Rubin Financial Group of Wells Fargo Advisors with client account information, account administration and day to day operational needs.
Kara has 4 daughters, 21, 19, 18 and 13 and enjoys playing an active role in their lives. Her hobbies include: Golf, cooking, tennis, exercise and spending time at her parent’s lake home on Cross Lake.
PF Client Associate, Officer
Kara has been in the Banking and Financial Services industry for 10 years and started her career in mortgage banking at Wells Fargo Home Mortgage. Kara came to Wells Fargo Advisors in 2016. Kara assists Rudin and Rubin Financial Group of Wells Fargo Advisors with client account information, account administration and day to day operational needs.
Kara has 4 daughters, 21, 19, 18 and 13 and enjoys playing an active role in their lives. Her hobbies include: Golf, cooking, tennis, exercise and spending time at her parent’s lake home on Cross Lake.