Vice President and Marketing Director. Karen is easy to talk to, she regards each of her clients as close friends and family members! While a lady never reveals her exact age, Karen will admit she is in her second decade of managing client assets. She can proudly say her client base has been with her through the years. She enjoys the connections she has with her clients and their extended family members through all their transitions in life. Karen is a fully licensed registered investment advisor able to offer investment options customized to meet your financial goals. She would love to sit down with you and discuss your financial goals. A big fan of Rochester, Karen is active in the community. In her spare time she is a prominent volunteer with Girl Scouts River Valleys, has been an active member of United Way, Women Leadership Council, and participates in Chamber of Commerce activities.
President and Founder of Bullpen Wealth Advisors, LLC. Scott learned early the rewards of hard work, and solid financial diligence, growing up on a progressive farm. His background allowed him to be involved in financial markets at a young age. He attended Iowa State University, and after graduation went to work on the floor of the trading exchanges in Chicago. He progressed in his career as the Senior Analyst for a major advisory firm in Iowa. This prepared him for becoming a financial advisor in 2003. Scott is fully licensed to serve clients in all their financial needs. Including stocks, insurance, and is an accredited asset management specialist. Scott became a wealth advisor to realize his passion of helping clients achieve their financial dreams. He is proud to call Rochester his home, Where he and his wife raise his two sons, who are very active in the community.
Wealth Manager. Ryan is a Rochester native who attended school in Wisconsin where he also ran a successful small business. Upon returning to Minnesota he joined Bullpen Wealth Advisors. Ryan is licensed to sell securities and is excited to help you with your financial needs. Ryan and his wife have two children and like to spend free time volunteering in the community.
At Bullpen Wealth Advisors, LLC our mission is to provide relevant investment advice that fits our clients personal financial plan.
We have four steps to help shape your plan.