Get to know our leadership team

Leadership at the Mankato office is dedicated to doing good for our clients, employees and community.

Photo of Wealth Management Advisor and Co-Founder Colby Staloch

Colby Staloch

Wealth Management Advisor and Co-Founder

With our team approach and individualized planning, our mission is to create a financial plan to help you feel empowered to reach your goals. We open the funnel to educate and work with you to guarantee you will feel confident achieving your financial destination. We understand that life and circumstances change and that’s okay, we grow with you!
Photo of Director of Development Maria Pinero

Maria Pinero

Director of Development

Photo of Insurance Lead Kate Waagner

Kate Waagner

Insurance Lead

Photo of Financial Advisor Nicolas Sabatino

Nicolas Sabatino

Financial Advisor

Photo of Financial Advisor Jake Umbreit

Jake Umbreit

Financial Advisor

Photo of Marketing Coordinator Anna Olson

Anna Olson

Marketing Coordinator

Get to know our advisors and representatives.