BlueStem Wealth Partners, LLC

Joel Mccann is a financial advisor at BlueStem Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he serves on the Board of Directors for the Kiwanis Club of Litchfield and is Vice Chair of the Zion Lutheran Church Endowment Committee. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis to construct long-term portfolios and offers both discretionary and non-discretionary management, combining direct advisory services with recommendations of external managers.

Mindy Reid is a CFP® with 26 years of industry experience, currently serving as a financial advisor at BlueStem Wealth Partners, LLC since 2023. Prior to joining BlueStem, she spent 18 years at Ameriprise Financial Services, Inc. Outside of her advisory role, Reid works as a reserve and career search teacher with Wayzata Public Schools and serves as a trustee on the Board of Trustees for Plymouth Covenant Church. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm employs fundamental analysis to build long-term portfolios tailored to client objectives and offers a combination of direct advisory services and recommendations of external managers.

Jason Dreger is a financial advisor at BlueStem Wealth Partners, LLC with 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he serves on the boards of Delano Area Dollars for Scholars and the Delano Senior Center and volunteers as a firefighter and first responder with the Delano Fire Department. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and offers both discretionary and non-discretionary management, including access to external money managers when appropriate.

Rachael Van Gorkom is a financial advisor at BlueStem Wealth Partners, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Ameriprise Financial Services, LLC and Riverside Church. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios tailored to clients’ financial situations, tax considerations, and risk tolerance, offering both discretionary and non-discretionary management.

Crescent Hoffman is a financial advisor at BlueStem Wealth Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2007 to 2023. Hoffman serves on the Board of Directors for the Central MN Sexual Assault Center and is a licensed paraplanner with LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, families, family offices, and qualified retirement plans. The firm employs fundamental analysis to build long-term portfolios and offers a combination of direct advisory services and external manager recommendations.

Matthew Smith is a financial advisor at BlueStem Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, LLC. Outside of finance, he has experience with AKA Sports Camp, having worked there in two separate periods. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses a fundamental analysis approach to build long-term portfolios and offers a range of investment options, including mutual funds, ETFs, individual equities, fixed income, and alternative investments.

John Max is a financial advisor at BlueStem Wealth Partners, LLC with six years of industry experience. He previously worked at Ameriprise Financial Services and C.H. Robinson. Max holds the Series 66 designation and serves as an advisor at LM Partners, LLC, where he is involved in fiduciary activities. BlueStem Wealth Partners offers personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and provides a range of investment options including mutual funds, ETFs, and alternative assets.

Luke De Benedetto is a CFP® professional with seven years of industry experience. He is currently with BlueStem Wealth Partners, LLC, joining the firm in 2023 after six years at Ameriprise Financial Services Inc. His background also includes roles at Element Financial and the University of Nebraska-Lincoln. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis to construct long-term portfolios and offers both discretionary and non-discretionary management, incorporating a range of investment vehicles tailored to client objectives.

Nancy Sandin is a financial advisor at BlueStem Wealth Partners, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 23 years. Outside of her advisory role, she is a licensed paraplanner with LM Partners LLC and serves in fiduciary capacities such as trustee and personal representative. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm focuses on fundamental analysis to build long-term portfolios tailored to client objectives, offering both discretionary and non-discretionary management along with comprehensive financial plans.

Melissa Granlund is a financial advisor at BlueStem Wealth Partners, LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years. Granlund is also involved with LM Partners, LLC as a paraplanner. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and offers a combination of discretionary and non-discretionary management, including access to insurance products through a platform partner.

Stephanie Sutton is a CFP® professional with nine years of industry experience. She has worked at BlueStem Wealth Partners since 2023 and previously spent seven years at Ameriprise Financial Services, Inc. Outside of her advisory role, she is an associate financial advisor at LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to construct long-term portfolios and offers a range of investment options alongside insurance products through a partnered platform.

Aaron Seiffert is a financial advisor at BlueStem Wealth Partners, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC and 3D Money. Outside of advising, he serves as a volunteer treasurer for Harvest Community Church in Litchfield, MN. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios primarily composed of mutual funds and ETFs, with ongoing portfolio management and periodic client reviews.

Ross Brouwer is a financial advisor with BlueStem Wealth Partners, LLC, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining BlueStem in 2023, he worked at Ameriprise Financial Services, Inc. for 18 years. He is also an investment specialist with LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis to build long-term portfolios and offers a combination of advisory services, including portfolio management and assistance with external money managers.

Mary Jo Kohman is a CFP® and ChFC® with 36 years of industry experience. She is currently a financial advisor at BlueStem Wealth Partners, LLC, where she has worked since 2023. Her previous roles include positions at Ameriprise Financial Services, LLC, American Enterprise Investment Services, Inc., and Columbia Management Investment Distributors, Inc. Outside of her advisory work, Kohman serves as Secretary on the Finance Committee of St. Michael Catholic Church and is the COO and financial advisor at LM Partners, LLC. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm emphasizes a fundamental analysis approach to long-term portfolio construction, offering a range of investment options and ongoing portfolio management tailored to client objectives.

Scott Marquardt is a CFP® professional with 21 years of industry experience, currently serving at BlueStem Wealth Partners, LLC since 2023. He previously worked at Ameriprise Financial Services, Inc. for 18 years. Marquardt is a board member of the Kiwanis Club of Litchfield. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, and qualified retirement plans. The firm uses fundamental analysis to construct long-term portfolios and offers a combination of discretionary management, external manager oversight, and insurance products through a platform partner.