Aaron Brandt
Vice President & Financial Advisor
OUR TEAM
Aaron Brandt
VICE PRESIDENT & FINANCIAL ADVISOR
ABOUT AARON:
Aaron is responsible for managing client relationships, and company strategy. Aaron received two Bachelor of Science Degrees in Accounting and Finance from the University of Wisconsin-River Falls. He also maintains his Series 6,7, and 63, through LPL Financial and the Series 65 held through Great Valley Advisor Group.
Aaron and his wife, Adrianna, live in Maple Grove, MN. They have a son, Lincoln. They enjoy traveling, breweries, and spending time with family back on each other’s family farms in Southwest Minnesota.
Bill DeMar
LPL Registered Representative
OUR TEAM
Bill DeMar
LPL Registered Representative
ABOUT BILL:
Bill brings 7 years of experience to IPG as a Financial Advisor, along with 15 years as a Recruiter within Accounting and Finance. He specializes in strategic planning focused on client needs across their financial life, providing a strong ability to deliver tailored solutions to meet client goals.
Bill along with his wife Melissa and their two sons Dean and Will live in the beautiful community of Stillwater. When not crafting financial strategies, you can find Bill unwinding at their cabin or actively involved in coaching Dean and Will in basketball, football, and supporting them in their track, cross country, and other athletic endeavors.
Jodi Gibson, CRPC®
Financial Advisor
OUR TEAM
Jodi Gibson, CRPC®
FINANCIAL ADVISOR
About Jodi:
Jodi was born and raised in Hudson, WI. Prior to joining the team, Jodi spent some time living on St. Croix in the US Virgin Islands while her husband was teaching there. Jodi has a true passion for educating others on the importance of making informed financial decisions, and looks forward to helping current and future clients gain clarity around their finances. Jodi has earned the Chartered Retirement Planning Counselor (CRPC®) designation and holds Series 7 and Series 66 securities registrations. She also holds Life, Health and Disability insurance licenses as required by the State of Wisconsin.
She lives in New Richmond, WI along with her husband, Travis, their two daughters, and two boxers. Jodi spends any of her free time shuttling her girls to their activities, golfing, playing volleyball, dancing, travelling and cheering on the Badgers and Green Bay Packers with friends and family!
Mike Laatsch
President & Financial Advisor
OUR TEAM
Mike Laatsch
PRESIDENT & FINANCIAL ADVISOR
ABOUT MIKE:
Mike is responsible for managing client relationships and company strategy at Innovative Planning Group. Mike received his degree in Economics from the University of Wisconsin-River Falls and maintains his Series 6, 7, 63, through LPL Financial and the Series 65 held through Great Valley Advisor Group.
Mike and his family enjoy being active in local charities, spending time on the lake, and getting in the occasional round of golf.
Matt Quinn
Financial Advisor
OUR TEAM
Matt Quinn
FINANCIAL ADVISOR
about Matt:
Matt brings two decades of experience to IPG as a financial advisor, along with 15 years of experience preparing income tax returns and income tax planning. Matt has a deep passion for helping his clients in all aspects of their financial lives, his values & work ethic are deeply rooted in growing up on a dairy farm in Ellsworth, WI.
Matt, along with his wife Lindsey live in Hudson, WI. He loves to golf, watch his daughter Ella dance & cheer on his son Kingston competing in various team athletics. The family also has two dogs, Ozzie & Otis that they adore.
Hanna Rask, ChFC®
Wealth Management Advisor
OUR TEAM
Hanna Rask, ChFC®
Wealth Management Advisor
About Hanna:
Hanna brings 10 years of experience to IPG as a Wealth Management Advisor. She provides her clients with personally curated financial strategies that are in line with their long-term objectives. Hanna's expertise lies in assisting attorneys, the tech sector, women going through a divorce, and business professionals across the country. She has a B.S. in Finance, Cum Laude from St. Cloud State University. She holds her Series 6, 63 and 7 as well as her Life, Accident, Long-term Care and Health Insurance Licenses.
Hanna and her husband Todd have a son, Brooks and a daughter, Charlie (Charlotte). In Hanna’s free time she enjoys going on family walks with their dog Bella, spending the day on their boat on Lake Minnetonka, going out to eat and traveling. She has a true passion for the environment and spends her time helping charities with the same goal and planting multiple new trees on their property in Independence, MN each year.
Andrea Schrieffer, CFP®
Wealth Management Advisor
OUR TEAM
Andrea Schrieffer, CFP®
wealth management ADVISOR
About Andrea:
Andrea started working in the finance industry in 2006. She is passionate about being a resource in the financial planning industry. During these challenging times, she is finding people are seeking just that. Andrea commits to helping clients navigate their short, mid and long-term goals with confidence and inspires them to act. The goal for her clients is to gain confidence and clarity with their financial planning, so they can stay focused on what matters most to them and live their fullest life, now and in the future.
Andrea believes education is empowering and is committed to staying abreast on the current and ever evolving financial landscape. She currently holds the following designations, certifications and degrees:
- WMCP - Wealth Management Certified Professional
- CFP – CERTIFIED FINANCIAL PLANNER Certification
- CAP – Chartered Advisor in Philanthropy
- RICP – Retirement Income Certified Professional
- ChFC – Chartered Financial Consultant
- CLU – Chartered Life Underwriter
- BS – Finance – Metropolitan State University
Andrea and her husband Kyle have two children whom they adore, and a little dog named Izzy. Andrea enjoys reading, plant-based cooking, and exploring destinations around the United States and the globe. One of her bucket list items is to visit South Africa and watch a great white shark breach out of the water off the coast.
Philanthropy is a growing passion of Andrea’s. Mahatma Gandhi said “be the change you wish to see in the world” and she lives by that statement, personally and professionally. She serves on the board of the Center For Inclusive Child Care (CICC) and is a believer, supporter and advocate for CornerHouse and their mission as a children’s advocacy center.
Ellie Welsh, CFP®
Financial Advisor
OUR TEAM
Ellie Welsh, CFP®
FINANCIAL ADVISOR
About Ellie:
Ellie is responsible for managing client relationships and facilitating new ones, as well as assisting in the preparation for client meetings, running financial reports, and supporting the planning department. Ellie is a CERTIFIED FINANCIAL PLANNER® practitioner. She holds degrees in Mathematics and Finance from Michigan Technical University where she played collegiate basketball. She maintains her Series 7, 6, and 63 through LPL Financial and her Series 65 through Great Valley Advisor Group.
Ellie and her partner, Nick, live in St. Paul. They have two rescue dogs, Stanley and Millie, who they love to take on adventures with them. They enjoy traveling and trying out new restaurants in the Twin Cities.
Jordan Wold
Financial Advisor
OUR TEAM
Jordan Wold
FINANCIAL ADVISOR
About Jordan:
Jordan Wold was born and raised in Amery, WI. After graduating from high school, Jordan ventured off to the University of Wisconsin La Crosse where he graduated in 2009 with a B.S. in Marketing and a minor in Economics. Jordan holds Series 7 and Series 66 securities registrations along with, Life, Health and Disability insurance licenses as required by the State of Wisconsin.
He resides in Amery, WI along with his wife, Amanda, and their 2 daughters, Aurora and Saylor. In his free time Jordan enjoys playing sports, cheering on his favorite Wisconsin teams, hunting and spending time with his family and friends.
