Get to know my dedicated team

These guys are like my family. While we may seem slightly dysfunctional at times, we have a great time together and we are committed to putting our clients needs ahead of our own needs.

If you need to schedule an appointment or request any other service, please let us know. Myself, Cassy, Keryl, John, Matt or Marshall would be happy to respond to your needs.

Photo of Wealth Management Advisor and CEO Neil A Van Dam

Neil A Van Dam

CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor and CEO

Neil is a wealth management advisor and has 6 people on his team Cassy, Keryl, John, Matt, Marshall and Zach because he knows they can be more effective for their clients as a team. He served in the US Coast Guard for 4 years and graduated top of his class from MSUM before joining Northwestern Mutual in 2008. Neil has 3 beautiful children Violet, Arthur & Lilly.

Photo of Chief Operations Officer Cassy M Dufty

Cassy M Dufty

Chief Operations Officer

Cassy is our Chief Operations Officer. She is in charge of the day to day administrative and operational functions of our office. 

She grew up in Central MN and moved to the FM area in 2008. Cassy is married to Nick, and they have 2 children, Kinsley and Gavin. On her free time, you will find her camping with her family, going to the gym or being active with her family. She joined our team in March of 2013 and has been exceptional ever since. I always had big dreams and ideas for how I wanted this business to grow but we would not be anywhere close to where we are now if it wasn’t for Cassy. 

Photo of Director of Investment Services John P Knoll

John P Knoll

RICP®

Director of Investment Services

John Knoll is our Director of Investment Services. He joined our team in May of 2018 after spending the last 10 years working in the banking /investment industry at another firm.  He is married to his high school sweetheart Nicole and have two adorable children Amelia and Oliver. He is originally from Fargo but has spent 7 of the last 10 years living in St Paul and then after the birth of their second child they decided to move back to be close to family.  He is one of the most ethical and charitable people I know and his passions align very well with the rest of our team's culture. John manages the day to day operations and paperwork required for our investment accounts.  He is also involved in all investment selection for our clients.  He is an extremely valuable member of our team and does not travel much so if Neil is unavailable John is a great person to speak with about your account.

Photo of Client Relations Manager Keryl A Anderson

Keryl A Anderson

Client Relations Manager

Keryl is our Client Relations Manager. She is the first person you will see when you walk in the door and always has a smile on her face! She graduated from North Dakota State University with a degree in Business Administration.  Keryl is married to Paul, and they have two grown children, Nick and Abby. On her free time, she enjoys crafting, spending time with her family either, kayaking, attending sporting events or tailgating at the NDSU football games. Keryl joined us in May of 2018 and has the difficult job of making Neil stay on schedule. With meetings scheduled throughout the country this is not always an easy task! She brings a smile to the office every day that you can hear through the phone. Anytime you see something that we hand out that is organized and well put together, you know that Keryl had a part in it. She is a valuable member of our team, and her hard work is appreciated.

Photo of Associate Wealth Management Advisor Matthew M Anderson

Matthew M Anderson

CFP®, CLU®, ChFC®, RICP®

Associate Wealth Management Advisor

Matt is one of our Associate Wealth Management Advisors on our team. He played football for Northern State University and graduated in 2014 with a Bachelors degree in Finance with a Major in Economics. He started as an intern at Northwestern Mutual in 2013 and became an Advisor in 2014. After working at our Aberdeen office for 1 year, Matt moved to our Bismarck office. That is where him and his wife Kami started their family. They now have two boys, Graham & Myles. After 5 years in Bismarck they wanted to move closer to home and thought that he could have a greater impact on his clients lives by joining a larger team. Matt not only has proven himself as a quality advisor whom I would have faith in helping any of our clients but also has many skills in leadership and development. He spends about 2/3 of his time working as an advisor with our clients and about 1/3 of his time training and developing newer representatives and advisors as our team continues to expand.

 
 
Photo of Associate Wealth Management Advisor Marshall King

Marshall King

Associate Wealth Management Advisor

Marshall is one of our Associate Wealth Management Advisors on our team and will be working directly with our clients and advisors to update and develop plans. He grew up in Fergus Falls, MN where he graduated high school in 2018. After finishing high school, he attended Concordia College in Moorhead, earning degrees in accounting and finance along with playing football. He started as an intern at Northwestern Mutual in May of 2021 and transitioned to our team after his final season of football. He officially joined our team in January of 2023. In his free time, Marshall enjoys fishing, spending time with his friends, and going home to see family.

Photo of Portfolio Manager Zachary T Rohleder

Zachary T Rohleder

QPFC

Portfolio Manager

Zach is our Portfolio Manager and will be working directly with fund managers and our advisors to identify emerging opportunities and risks in our portfolios. He is a Fargo native and graduated from North Dakota State University, where he earned degrees with honors in Finance and Administration. Additionally, he is currently enrolled at NDSU part-time in pursuit of his MBA. Zach spent several years in the retail banking industry before joining the team in January of 2024. In his free time, Zach enjoys playing basketball, spending time with family and friends.