The Advocate Group

Concierge Financial Planning & Investment Management

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WE CAN HELP YOU GET THERE.


Concierge Financial Planning and Wealth Management.

The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families from some of Minnesota’s most prominent companies. You need a team of professionals to help you streamline your financial life today and into the future. Your most precious commodity is time – our concierge level of service ensures your time is spent on the things you value most. Through our intensive discovery process, we are able to fully understand you as a person, not just as a set of financial goals. With this knowledge, we set you on the path to genuine satisfaction.
This is true financial planning. This is true wealth.

MEET THE TEAM


  • Michael Corrigan, CFP®

    Chief Executive Officer
  • Sean Corrigan

    Client Service Manager
  • Scott Hartzell

    Planning and Operations Associate
  • Sabrina Karns, CFP®

    Financial Planner
  • Seth Heimermann, CFA®

    Chief Investment Officer
  • Hunter Hillstrom, CFA®

    Client Portfolio Manager
  • Liz Kindseth, CFP®

    Wealth Advisor
  • Emily
    Meisinger, CFP®

    Wealth Advisor
  • Bailey Norby, CFP®

    Financial Planner
  • Sean O’Hagan, CFP®

    Senior Wealth Advisor
  • Jacob Stanczyk, CFP®

    Financial Planner
  • Becky Wachter

    Chief Operating Officer
  • Mike Welf

    Client Service Associate
  • Jake Worthen

    Investment Operations Analyst
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601 Carlson Parkway, Suite 1100 • Minnetonka, MN 55305

Phone: (952) 693-2630 | Fax: (952) 693-2631

Copyright © 2023 The Advocate Group, All Rights Reserved.

Investment advice offered through The Advocate Group, LLC, a Registered Investment Advisor.

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