Bond & Devick Wealth Partners

Richard Devick is a CFP® professional with 31 years of experience in the financial advisory industry. He has been with Bond & Devick Wealth Partners since 2016 and previously worked at Cetera Advisor Networks LLC and Advisornet Financial, Inc. Devick serves on the advisory board of the University of Minnesota International Adoption Clinic and is a board member of the nonprofit People Serving People. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business clients, managing approximately $615–616 million for about 434 clients. The firm employs a mix of fundamental, quantitative, cyclical, and ESG research to create tailored portfolios and offers a limited wrap fee program for legacy and nonprofit clients.

Robert Caverly is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Bond & Devick Wealth Partners since 2016. Prior to that, he worked at Cetera Advisor Networks LLC. Outside of his advisory role, he is president of the board for Minnesota Thunder Academy, a youth sports organization in Richfield, MN. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business clients with asset management, comprehensive portfolio management, and financial planning. The firm employs a combination of fundamental, quantitative, cyclical, and ESG research to create tailored portfolios and is recognized as a Certified B Corporation.

Zackary Johnson is a CFP® professional at Bond & Devick Wealth Partners with one year of industry experience. Prior to joining the firm, he worked at McNellis & Asato and held positions at Red Wing Shoes, Prestige Pools, and Hastings High School. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business clients with asset management, portfolio management, and financial planning. The firm manages approximately $615 million across about 434 clients and employs a mix of fundamental, quantitative, cyclical, and ESG research to create tailored portfolios, offering a wrap fee program limited to legacy and nonprofit clients.

Matthew Farris is a financial advisor at Bond & Devick Wealth Partners in Saint Louis Park, MN, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Exchange Capital Management, Mindful Asset Planning, Black Rock Inc, Sidley Austin LLP, and Splitting Fares LLC. Bond & Devick Wealth Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses with asset management, comprehensive portfolio management, and financial planning. The firm employs a blend of fundamental, quantitative, cyclical, and ESG research to create tailored portfolios and is recognized as a Certified B Corporation.

Sabrina Fay is a CFP® and ChFC® credentialed advisor at Bond & Devick Wealth Partners with 12 years of industry experience. She previously worked at Ameriprise Financial Services and Thrivent Financial for Lutherans. Fay serves on multiple nonprofit boards, including a role as Immediate Past Chair, and advises the Women Certificate Program at Minnesota State University. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and businesses with asset management and comprehensive financial planning. The firm employs a combination of fundamental, quantitative, cyclical, and ESG research to create customized portfolios and is recognized as a Certified B Corporation.

Teresa Devick is a Series 65-licensed advisor with Bond & Devick Wealth Partners, bringing nine years of industry experience. She has been with Bond & Devick Financial Corporation since 2006. Devick serves as a board member for CROSS Services, a food shelf and housing support organization, providing legal and donor relations assistance. Bond & Devick Wealth Partners is a six-advisor team managing approximately $615 million for individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, quantitative, cyclical, and ESG research to tailor portfolios, monitors and rebalances holdings regularly, and offers a limited wrap fee program for legacy and nonprofit clients.

Andrew Feterl is a CFP® with 29 years of industry experience, currently serving at Bond & Devick Wealth Partners since 2016. Prior to this, he worked at Cetera Advisor Networks LLC and AdvisorNet Wealth Management. He is based in Saint Louis Park, MN, and holds Series 63 and Series 65 licenses. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business clients with asset management, portfolio management, and financial planning. The firm manages approximately $615 million for over 400 clients through a six-advisor team, employing a research-driven approach that incorporates fundamental, quantitative, cyclical, and ESG factors.

Brittany Metzig is a CFP® with 25 years of industry experience, currently serving as an advisor at Bond & Devick Wealth Partners since 2016. Her prior roles include positions at Cetera Advisor Networks LLC and Advisornet Wealth Management. Outside of financial advising, she is involved in direct sales as a stylist and influencer for skincare and makeup products. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business clients with asset management, portfolio management, and financial planning. The firm manages approximately $615 million for about 434 clients and employs a mix of fundamental, quantitative, cyclical, and ESG research to create tailored portfolios.

Nicholas Johnson is a CFP® with 13 years of experience in the financial industry. He has worked at Bond & Devick Wealth Partners since 2018 and has prior experience with Northwestern Mutual Wealth Management Company, FFP Wealth Management, and other firms. He holds the Series 63 designation. Bond & Devick Wealth Partners serves individuals, trusts, estates, charitable organizations, and business clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages over $600 million for approximately 434 clients through a six-advisor team and uses a mix of fundamental, quantitative, cyclical, and ESG research to build tailored portfolios.