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Kristi leads the team at BCU Wealth Advisors and brings over 20 years of experience in financial planning and wealth management. As a leader, she is committed to fostering a collaborative, client-focused culture that empowers advisors to deliver exceptional service and thoughtful financial guidance. During her 15-year tenure with BCU, she has built her practice on a foundation of trust,transparency, and collaboration, helping clients navigate complex financial decisions while striving to deliver consistent, high-quality outcomes aligned with theirlong-term goals.
Beyond her professional responsibilities, Kristi is actively engaged in her community and serves on the Advisory Board of Camp Kesem for the Hamline University chapter in Saint Paul, supporting student-led initiatives that empower children impacted by a parent's cancer. She earned a bachelor's degree in Business Administration from North Dakota State University, holds life, health, and accident insurance licenses and maintains FINRA Series 7 and 63 registrations through LPL Financial. Check the background of this investment professional on FINRA's BrokerCheck.
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With more than 35 years of experience in financial services, including the past 20 years at BCU Wealth Advisors, John is dedicated to understanding each client's unique goals and circumstances. He partners with high-net-worth individuals and families to develop comprehensive financial plans and implement personalized investment strategies designed to help them pursue their long-term objectives. By taking a personalized, holistic, and disciplined approach to wealth management, John focuses on delivering clarity and financial confidence so clients can focus on what matters most in life.
John holds a bachelor's degree in economics from the University of University of Wisconsin–Madison. An active follower of the financial markets and economy, he remains engaged with evolving trends and opportunities that may benefit his clients. He is licensed in life, health, and long-term care insurance and maintains FINRA Series 6, 7, 63, with LPL Financial and the Series 66 through LPL Financial and BCU Wealth Advisors.
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Whether clients are building wealth, planning for retirement income, or creating a legacy for future generations, Bryan is committed to understanding their unique goals and developing strategies tailored to their needs. Bryan brings more than 25 years of experience as a financial professional, with the last 20+ years at BCU. His diverse background provides him with a broad perspective on both personal and business financial planning.
Bryan holds a bachelor's degree in Management Technology from Purdue University and an MBA from University of South Carolina. He is licensed in life, health, and long-term care insurance and holds FINRA Series 7, 63 with LPL Financial and Series 66 through LPL Financial and BCU Wealth Advisors.
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Luis has more than 13 years of experience helping individuals and families pursue their financial goals through personalized wealth management and comprehensive financial planning. He is passionate about helping clients prepare for and navigate retirement, developing tailored strategies focused on wealth accumulation, retirement income planning, investment management, and long-term financial security. Since joining the BCU Wealth Advisors team in 2024, Luis has continued to provide thoughtful, client-centered guidance designed to help clients build confidence in their financial future and pursue their retirement goals.
Luis earned an MBA from California State University, Los Angeles and a Bachelor's degree in Political Science with an emphasis in Economics from San Francisco State University. He holds FINRA Series 7 through LPL Financial, the Series 66 through LPL Financial and BCU Wealth Advisors, and maintains California life and health insurance licenses. Outside of work, Luis enjoys outdoor activities, golf, and spending time with family. He is also passionate about supporting animal rescue and welfare organizations.
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Jamie provides personalized financial planning and wealth management designed to help clients pursue their goals while managing risk. With more than seven years of experience in the financial services industry and a member of the BCU Wealth Advisors team since 2023, he takes a relationship-focused approach, working closely with clients to develop and adjust strategies as their needs evolve. He has a particular focus on comprehensive financial planning and helping executives navigate the complexities of equity compensation, retirement planning, and investment management. By aligning these elements within a broader financial strategy, Jamie helps clients make informed decisions and work toward long-term financial success.
Jamie earned a Bachelor's degree in Business Administration from Clarke University. He holds life and health insurance licenses, along with FINRA Series 7 through LPL Financial and Series 66 through LPL Financial and BCU Wealth Advisors. Jamie serves on the board of the Fellowship of Christian Athletes and enjoys spending time with his family.
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Amanda brings more than 20 years of experience in financial services, with a focus on client service, retirement planning, annuities, and investment strategies. She is dedicated to understanding each client's unique needs and delivering clear, personalized guidance to help them make informed financial decisions with confidence. Since joining the BCU Wealth Advisor team in 2019, her approach emphasizes communication, collaboration, and long-term relationship building.
Amanda holds FINRA Series 6, 7, 63 through LPL Financial and Series 65 through BCU Wealth Advisors. Outside of work, Amanda enjoys spending time with her family, supporting her son's baseball activities, and traveling.
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Ted brings nearly 30 years of leadership and business experience to his work, grounded in a deep conviction that comprehensive financial planning can meaningfully shape people's lives. Since joining the BCU Wealth Advisors team in 2011, he has guided clients through complex financial decisions with clarity and purpose, helping them build confidence in their long-term direction. He also played an instrumental role in forming the firm's RIA, strengthening its ability to deliver highly personalized planning and investment strategies for ambitious families pursuing long, comfortable, and fulfilling lives.
Ted earned a bachelor's degree in Finance from Penn State University and is an Investment Adviser Representative with BCU Wealth Advisors. He is not affiliated with LPL Financial.
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Heather has more than 20 years of experience helping corporate executives, business owners, families with special needs children, and individuals pursue their financial goals. Since joining BCU in 2017, she has focused on developing customized financial plans and investment strategies designed to address each client's unique needs. By combining professional investment management with holistic financial planning, Heather helps clients in multiple states navigate complex financial situations and build confidence in their financial future.
Heather earned a bachelor's degree from Southern Methodist University and an MBA from DePaul University. Heather holds FINRA Series 6, 7, 63 through LPL Financial and Series 66 through LPL Financial and BCU Wealth Advisors. Heather enjoys gardening, cooking, yoga and time with family while serving at the Church of the Holy Spirit and Ray Graham Association for special needs adults.
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With more than 12 years of experience in financial services and as a member of the BCU Wealth Advisors team since 2018, Jon helps clients navigate retirement planning, investment management, tax strategies, estate planning, and insurance decisions with confidence. He is passionate about educating and empowering clients to make informed financial decisions and develop strategies aligned with their long-term goals. Serving clients in more than 20 states, Jon leverages technology, including video conferencing and secure electronic document delivery, to provide a seamless, convenient, and personalized client experience.
Jon earned a finance degree from the University of Wisconsin-Oshkosh, is a member of the Financial Planning Association (FPA), holds FINRA Series 7 through LPL Financial and Series 66 through LPL Financial and BCU Wealth Advisors, along with his state insurance licenses. Outside of work, Jon enjoys spending time with his family, exploring new places through travel, and pursuing an active lifestyle.
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Advisors associated with BCU Wealth Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of BCU Wealth Advisors; or (2) solely investment advisor representatives of BCU Wealth Advisors, and not affiliated with LPL Financial.
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