Trusted Advice and Solutions
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.
Listen - You talk, we listen. By asking the right questions we can find out where you want your money to take you.
Plan - We put together a plan specifically tailored
to your situation based on our conversation.
Invest - Your plan starts to work for you.
Review - Changes in life mean your portfolio has to change with it. Through client communication your portfolio continues to meet your needs.
President and CEO
Scott has been in the financial industry for over thirty years, as a market analyst, then shifting his focus to directly helping individuals and corporations as a Financial Advisor. Growing up on a progressive farm in Iowa and graduating from Iowa State University provided him with a firm foundation. Scott’s passion is to truly connect with the individuals he serves. He focuses on helping clients meet their goals financially, by using technology to develop customized investment strategies, retirement goals, or estate planning. For him, it is an ongoing process, to meet with his clients, understand their goals, and help achieve them. Partnering with his clients he can define their unique financial situation and develop a personal plan. He has navigated wealth management strategies for corporations and private clients alike, with a background of working with pension plans, foundations, and endowments.
Scott is licensed in Series 3, 7, 24, 66, Insurance, AAMS (Accredited Asset Management Specialist), and is a Licensed Registered Investment Advisor.
Scott has also lent his time to volunteer service in the community being on various boards. Most recently, he has served as Board President of Samaritan Bethany nursing home in Rochester, MN. He has coached community league sports for children and he has also spent time speaking or meeting with people and groups for specific financial guidance.
In his spare time, Scott and his wife Karen love to seek adventure as avid hikers, enjoying time being active and in nature. Travel is a passion they enjoy greatly, as well as spending time with family. He loves to read, a big college sports fan, mixed with some pro football and baseball. Go Cyclones and Twins!
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.
Ryan has been serving both individuals and businesses for nearly a decade in the Rochester area. He is committed to helping those he works with to understand their financial situation and work toward their goals.
Ryan is licensed in Series 3, 7, 66, Insurance, and is a Licensed Registered Investment Advisor.
Ryan is a Rochester native who attended college at the University of Wisconsin – Milwaukee. He and his wife, Ann, have been married 17 years and have two children, Sarah and William. He also believes in serving his community. He has been a member of many service organizations including leadership positions on the Board of Directors for Hiawatha Homes.
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