We give you the confidence to know that you can retire comfortably!
Van Dam Financial Group
Neil A Van Dam
Wealth Management Advisor|CLU®, ChFC®, CFP®, RICP®
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.
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.
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.
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.
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.
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.
Zachary T Rohleder
QPFC
Portfolio Manager