Since 1994, Derek has served high net-worth families, closely held businesses and foundations with their unique financial planning needs. As team leader, he serves key relationships and oversees business development. Derek serves as the Vice Chairman of the Board and Investment Committee Chair for the University of Wisconsin-RF Foundation. Derek received his B.S. from the University of Wisconsin-RF with a major in finance and a minor in economics. He and his wife Michelle live in Medina with their 3 children (Maya, Adam, Tessa) and are active in youth sports and the community.

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, MA, MN, MT, NC, ND, NJ, NM, NY, PA, SC, SD, TX, VA, WA, WI

Dean began his financial services career in 1998. He coordinates much of the group's quantitative analysis and portfolio management process. He also reviews and prepares financial strategies for our clients. Dean received his B.S. degree in finance with a minor in economics from St. Cloud State University. Outside of the office, Dean lives in Woodland and he enjoys sailing, coaching youth baseball and running.

Registered States:
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, MA, MI, MN, MT, NC, ND, NJ, NY, OR, PA, SC, SD, TX, VA, WA, WI

Dan has been a Financial Advisor since 1996. He focuses on providing customized investment and financial planning strategies for high net worth families, with an emphasis on philanthropic planning. He also consults to foundations and endowments on a broad range of issues, including investment policy development, asset allocation strategies and portfolio oversight.

Dan earned a B.S. in math and physics from St. John’s University, where he now serves on the Alumni Board of Directors. In addition, he currently serves as the Chairman of the Board of the Hennepin Health Foundation and is involved with Project Success, serving on its development board and is a past parish council member of Annunciation Church in Minneapolis. He also enjoys coaching his children’s youth hockey and baseball teams. Dan and his wife, Lisa, live in Minneapolis, MN, with their four children.

Registered States:
AZ, CA, CO, DE, FL, GA, IA, ID, IL, MA, MI, MN, MT, NC, OR, SC, SD, TX, VA, WA, WI

Andrew has been in the financial services industry since 2005 working with high net-worth families, individuals, businesses, endowments and foundations, helping them meet their complex planning needs. He also serves on the Board of the American Bandy Association and has been a member of the U.S. Men’s National Bandy team since 2010.  He graduated from Minnehaha Academy and went on to attend The University of St. Thomas where he majored in Finance and Entrepreneurship. Andrew and his wife live in Orono with their daughter. During his free time, he enjoys playing bandy, hockey, golf and working on cars.

Registered States:
AR, AZ, CA, CO, FL, IL, MA, MI, MN, NC, ND, NY, OR, PA, SD, TX, VA, WI

Peter joined the CBM Group in 2013. His primary focuse is on portfolio analysis. He graduated in three years from the University of St. Thomas with a degree in Finance. He holds Series 7 and 66 securities licenses. Peter is a CFA charterholder. During his free time he enjoys playing hockey, bandy and golf. He has been a member of the United States National Bandy Team since 2012.

Registered States:
MN

Rick Knapp, CRPC®
Licenses: Series 7, 63, 65, 66 Minnesota Insurance
Designations: CRPC®

Rick has helped his clients navigate the rapidly changing investment environments with wisdom and objective thinking for over 30 years. Rick helps clients plan for their future by directing their personal investments using sophisticated planning tools to take a measured look at preparing for life's transitions. Rick is a graduate of St. Olaf College. He has earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning.  Rick previously practiced with Kidder Peabody and Merrill Lynch. Rick enjoys golf and youth hockey and was a founding member of the St. Olaf Rugby Club and the Minnesota Amateur Rugby Foundation. Rick lives in Minnetonka with his wife Teri and their son and daughter.

Registered States:
AZ, CA, CO, FL, GA, IL, IN, MN, NM, SC, TX, VA, WA, WI

Kathy began working in the financial industry in 1980. In 2012 she joined the CBM Group as a Wealth Management Associate. Kathy holds the Series 7, 66 and 9 securities licenses. Her focus is on providing an exceptional client experience.

Registered States:
FL, MN

Laurie Knutson began working at UBS in 1988 as the Branch Office Administrator and in 2012 joined the CBM Group as a Senior Registered Client Service Associate. She holds the Series 7 and 66 securities licenses and focuses on providing exceptional client service.

Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MI, MN, MO, NC, ND, NE, NJ, NM, NY, OH, OK, PA, TX, WA, WI