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About

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Jon Dennison

FINANCIAL ADVISOR

952-225-0340

PROFESSIONAL BACKGROUND:

Jon currently serves as the Financial Planning Specialist for the Nelson Team. Jon has a passion for holistic financial planning and works diligently to help improve clients financial well-being through skillfully constructed financial plans and creative financial solutions. He was previously a Marketing Manager with USAdvisors Insurance Network, where he acted as a strategic consultant to advisors looking provide clients with insurance solutions. Prior to his work with USAdvisors, Jon worked as a Financial Plan Analyst for Assured Retirement Solutions, where he helped design financial plans for the firms new clients.

EDUCATIONAL BACKGROUND AND CERTIFICATIONS:

Jon attended the University of Wisconsin La Crosse where he studied finance.

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Matthew Finley, CFP®

Professional Background:

Matt began his financial career in January of 2009 with a large broker dealer in Minneapolis, MN where he learned the breadth of the financial markets and financial planning principals through an extensive training and research curriculum. Entering the financial advisor field during the Great Recession has strongly influenced Matt’s investment philosophy of creating proper risk managed portfolios based on clients desired goals in combination with the pitfalls that can occur over a lifetime of savings and income needs. In 2013 Matt moved to the independent financial advisor model to better serve his clients as a fiduciary and pursue his desire to become an expert in financial planning and asset management. In 2018, Matt joined the Nelson Team at Focus Financial to continue his pursuit of financial planning and asset management while collaborating with a highly successful team.

Prior to entering his financial career, Matt was a research microbiologist working on anti-microbial properties of chemicals in the health and food safety industries. During this time, Matt worked on numerous well-known products in the market place and has 4 patents to his name. After his science career, Matt moved into the sales and finance field working for one of the largest credit processing companies in the country and developing numerous business relationships in the Midwest region.

Educational Background and Certifications:

Matt graduated from the University of Minnesota with a Bachelor of Science degree in Microbiology. He is a member of the Financial Planning Association (FPA) and is a CERTIFIED FINANCIAL PLANNER™ practitioner. To earn the CFP® designation, Matt had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Matt also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.

Personal:

Matt is passionate about helping others pursue their dreams, none more important that his three children. He is active in coaching traveling baseball and being a part time caddie for his daughters burgeoning golf career. When his time is not consumed during the short Minnesota summers with sports activities, he enjoys traveling to warm sandy destinations with his wife Julie.  

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Peter Christensen, CPA

CERTIFIED PUBLIC ACCOUNTANT

As a CPA, Pete is focused on taking care of all aspects of his clients’ financial needs and strives to create trust and confidence throughout the process. With many years in the financial industry, Pete brings experience to his role as trusted advisor.  His combined roles as a tax professional and financial advisor create unique insight to help simplify his clients’ financial lives while making them more complete.

PROFESSIONAL BACKGROUND:

Pete has been a Certified Public Accountant for 30 years.  As a Partner in a CPA firm with 20 employees, he is well versed at dealing with tax issues related to business owners and benefits plans available to owners and employees.

EDUCATIONAL BACKGROUND AND CERTIFICATIONS:

Pete graduated from St Thomas University with a BA in Accounting and maintains a membership as a Certified Public Accountant.  In order to become a CPA in the United States, a candidate must first pass the Uniform CPA Exam which is set by the American Institute of Certified Public Accountants (AICPA) and then fulfill ongoing rigorous continuing education and ethics requirements to maintain membership.

PERSONAL:

Pete connects with the small business owner community as a member of the Burnsville Chamber of Commerce.  He is married with three grown children and likes to spend time in the summers enjoying his lake home and all that comes with the Minnesota cabin life.

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Jacob LaRue

FINANCIAL PLANNING ASSOCIATE

952-225-0364

Jacob Is a graduate of Western Kentucky University with a B.S. in Financial Planning. He plans to work towards his CFP® designation. As the Financial Planning Associate, Jacob helps prepare for client meetings by assisting in the financial planning process with analysis, planning software updates, and report generation. He will also be helping with security research and participate in client meetings and/or discussions about improving our clients’ financial lives. Outside of work, he’s a sports fanatic. He played baseball and golf in high school and loves watching football on Sundays.

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Pam Hebert

OPERATIONS MANAGER

952-225-0362

PROFESSIONAL BACKGROUND:

Pam joined The Nelson Team in October of 2012 and brought with her nine years of experience in administrative and operations roles at Focus Financial.  Pam uses her past experiences at Focus Financial as a guide in order to tie together The Nelson Team’s goals of providing you with organized, professional, and personal service.

EDUCATIONAL BACKGROUND AND CERTIFICATIONS:

Pam graduated from Marycrest College in Davenport, IA with a Bachelor’s of Science degree in Computer Science, with a Systems emphasis.  Before joining Focus Financial, Pam owned and operated a small business.

 

*Pam Hebert is not registered with Royal Alliance Associates, Inc.

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Brandon Hebert

ADMINISTRATIVE ASSISTANT

952-225-0362

PROFESSIONAL BACKGROUND:

Brandon has been working for The Nelson Team since August 2013, and became a part-time assistant this past September. He believes in finding and maximizing efficiencies for The Nelson Team so clients are served in a timely and thoughtful manner.

EDUCATIONAL BACKGROUND AND CERTIFICATIONS:

Brandon graduated from the University of Minnesota with a Bachelor’s of Arts degree in Political Science.

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Stephani Scheuermann

SENIOR CLIENT SERVICE MANAGER

952-225-0346

Stephani joined the Nelson team in 2016, continuing her 20 years of experience in the financial services industry, including 14 years of client service roles at Focus Financial.  She applies her project management and organizational skills to help facilitate sound operations and quality administration.  Her focus is to provide exceptional support to the Nelson team and their clients.  Stephani graduated with a BA in Management.

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Abbey Marquardt

952-225-0345

Abbey joined the Nelson Team in early 2018 and has been working with Matthew Finley since 2013.  Before working in the financial industry, Abbey worked in customer service and management positions for 10 years. She uses that experience to focus on building long-lasting relationships with clients by focusing on superior communication and responsiveness to a client’s needs.

Abbey is a graduate of Loyola University Chicago with a B.A. in Political Science.  In her spare time, Abbey loves being outdoors with her husband, Alex, and their golden retriever, Melo.

Securities and investment advisory services offered through Royal Alliance Associates Inc., member FINRA/SIPC and a registered investment advisor. Additional insurance and investment advisory services offered through Focus Financial Network, Inc. a registered investment advisor not affiliated with Royal Alliance Associates Inc.

Registered Representative may only discuss/and or transact securities business with residents of the following state:  

Tax services are provided by Enestvedt & Christensen, LLP, which is not affiliated with Focus Financial Network, Inc. or Royal Alliance Associates, Inc.

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