Les Bolstad began his career as an advisor with the John Kinnard Co of Mpls. He joined our firm, then known as Paine Webber 11 years ago. He earned his MBA degree from Case Western Reserve and holds the CERTIFIED FINANCIAL PLANNER designation. In addition to teaching seminars to educate clients, he taught continuing education classes to financial professionals regarding 529 college plans, managed money, Roth IRA's and 401k investing. A leader in our community, Les is a past president of the Normandale Community College Foundation and the Wayzata Rotary Educational Foundation.

Terri has been in the financial industry since 1991, working for local firms such as Cronin & Company, PaineWebber, Piper Jaffray and UBS. With a background in fixed income, she is knowledgeable about municipal bonds, government securities, CDs and corporate bonds. She holds Series 7, 63 securities licenses, and Series 9/10 General Sales Supervisor license. Terri is a graduate of Minneapolis Business College. Previous roles include Financial Advisor, Branch Administrative Manager and Client Service Associate. Terri is dedicated and focused on providing excellent client service.