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.
Katie Kroll
Vice President of Growth and Development
OUR TEAM
Katie Kroll
vice president OF GROWTH AND DEVELOPMENT
ABOUT KATIE:
Katie joined IPG in June 2022. Katie is dedicated to helping others grow and is a natural connector. In her role as VP of Growth and Development, Katie is responsible for partnering with advisors who are needing support and direction with succession planning. She also helps create best practices and supports building out our organization to better serve our clients and affiliated IPG partners. Katie holds a degree in Business Management and comes to IPG with over 10 years of industry experience.
Katie and her husband live in River Falls, WI with their four children. In her spare time, you can find her at one of her kid's sporting events, volunteering in the community, riding a motorcycle with her husband, visiting her lake home or tavern up in northern WI, or a long walk with a friend.
Justin Larson, CFA®
Vice President of Investments
OUR TEAM
Justin Larson, CFA®
VICE PRESIDENT OF INVESTMENTS
ABOUT JUSTIN:
Justin is responsible for maintaining, implementing, and monitoring Innovative Planning Group’s investment strategy. Justin is a CFA® charter holder, an active member of the CFA Society of Minnesota where he serves on the Membership Committee and holds degrees in Finance & Accounting from the University of Wisconsin-Eau Claire. Prior to joining IPG, Justin worked as an investment analyst, financial analyst, and accounting analyst at various companies and LPL Financial. Justin maintains his Series 6, 7, 63, and 66 licenses held through LPL Financial.
Justin and his wife, Kylie, live in Corcoran, MN. They have a son, Rowan, and a golden retriever named Piper. In his spare time, Justin enjoys relaxing with family, going out to eat, golfing, and watching sports. He regularly listens to finance and economic podcasts and enjoys reading nonfiction.
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!
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.
Dawn Bembenek
Client Relationship Manager
OUR TEAM
Dawn Bembenek
CLIENT RELATIONSHIP MANAGER
ABOUT DAWN:
Dawn Bembenek resided in Franklin, WI for a number of years with her family before moving to Clear Lake, WI in 2015. Dawn has been in the financial industry for over 25 years and holds her Series 7 and 63 licenses. Throughout her career, Dawn has always felt that the most rewarding part of her day is talking and helping clients with their everyday needs.
Dawn and her husband live in Clear Lake with their two children who are currently attending UW-River Falls and UW-Stout. In her spare time, she enjoys spending time with her family, being outdoors, scrapbooking and participating in local events.
Dave Hawley
Client Service Associate
OUR TEAM
Dave Hawley
CLIENT SERVICE ASSOCIATE
About Dave:
Dave is located in our Hudson office and is responsible for supporting the operations team and strengthening our capacity for client experience. He graduated from the University of Minnesota - Twin Cities at the Carlson School of Management with a Bachelor of Science in Business while majoring in finance. Dave maintains his Series 65 through LPL Financial.
Dave loves to travel, having visited 49 states with his family. He spends time serving his community at church, and he enjoys spending time with friends and family. In his free time he likes to golf, lift weights, play board games and spend time outdoors staying active.
Josie Johnson
Client Service Associate
OUR TEAM
Josie Johnson
CLIENT SERVICE ASSOCIATE
ABOUT JOSIE:
Josie is responsible for assisting with client communications, operations and marketing. Her face will be the first you see when you come into the office and she will be ready to help with whatever is needed. She is a UW-River Falls graduate where she received a Bachelor's of Marketing Communications and Communication Studies.
Josie loves to travel and during her semester abroad, she visited 11 countries in Europe. She was also a Captain for the UW-River Falls Women's Lacrosse team, and was the head Women's Lacrosse Coach at the University of Northwestern St. Paul. In her free time, Josie enjoys photography, watching movies, and spending time at the lake with friends and family.
Steven McKenna
CPA
OUR TEAM
Steven McKenna
CPA
ABOUT STEVEN:
Steven is a Certified Public Accountant and Principal of IPG Tax & Consulting Services. Steven received his bachelor's degree in Economics with a minor in Finance, and his Master of Accountancy from Carlson School of Management. Steven is excited to be part of the Innovative Planning Group team and to help our clients with tax preparation and consulting services.
Steven and his family have lived in Woodbury for over 20 years. He enjoys traveling, golfing, fishing, and spending time with family and friends.
Jacob Ring
Investment Operations
OUR TEAM
Jacob Ring
INVESTMENT OPERATIONS
ABOUT JACOB:
Jacob is a member of the investment team at Innovative Planning Group, where he manages all trading activities and ensures portfolios are aligned with the firm's proprietary model structures. He graduated from the University of Minnesota-Duluth with a double major in Finance and Financial Markets. During his time there, Jacob participated in the CFA Global Research Challenge and co-managed the healthcare sector of the Bulldog Fund, a $4 million student-managed investment fund. Prior to joining IPG, Jacob gained experience on the sell-side conducting small- and micro-cap stock research. He has also held roles in wealth management and accounting.
Jacob resides in Stillwater, MN, and enjoys CrossFit, golfing, fishing, listening to podcasts, exploring local breweries, and spending time with family at the cabin.
Nolan Schoonveld
Director of Operations
OUR TEAM
Nolan Schoonveld
DIRECTOR OF OPERATIONS
ABOUT NOLAN:
Nolan is responsible for helping manage client communications, marketing, technology initiatives, and onboarding new clients. He is a graduate of Hamline University with a Bachelor’s of Business Administration in Finance.
Nolan enjoys spending time with two different organizations, Special Olympics Minnesota and Hamline University where he serves on the Young Professionals Board of Directors as well as Hamline's Piper Athletic Association. Nolan is in charge of the Blue Ocean Invitational, a golf tournament Benefiting Special Olympics Minnesota Athletes. If he isn’t helping with something related to baseball or golf, you can find him at his lake house and spending time with family and friends.
Nick Swanson
Medicare & Employee Benefits Expert
OUR TEAM
Nick Swanson
MEDICARE & EMPLOYEE BENEFITS EXPERT
ABOUT NICK:
Nick has a passion for connecting with people, and started Ezra Insurance Group with a mission to simplify the process of finding health insurance coverage for his clients.
Nick has a unique background, allowing him to serve as a resource for clients for all of their Health Care needs. Nick first received his health insurance license in 2007 and has served in several Leadership roles across health care including: a fellowship at the Mayo Clinic, Clinical Operations Leadership at Allina Health and Summit Orthopedics, Broker & Client Relationship Manager at one of the top 3 brokerages in the world and leading a pharmacy start-up in New York.
Nick currently lives in Prescott, WI with his wife Rachel and their two kids Liv & Leo on their family farm. Nick loves spending time with his family, including their chocolate lab Lucy, and everything outdoors - hunting, fishing and camping. Nick also enjoys travel, and recently spent two weeks in Alaska on a 100-mile float trip through the Arctic Circle.
Trevor Wasbotten, WMCP®
Director of Financial Planning
OUR TEAM
Trevor Wasbotten, WMCP®
Director of FInancial Planning
ABOUT TREVOR:
Trevor is responsible for assisting in the preparation of various client meeting topics, as well as implementing trading activities in accordance with the overall investment strategy. He graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration, while majoring in Finance and Management. Trevor also maintains his Series 7, 66, and SIE through LPL Financial.
Trevor lives in Hudson, WI. He enjoys being outdoors and spending time with his friends and family. Some of his favorite activities include kayaking, exploring the state park, and boating trips on the St. Croix River.
