Paradigm, Strategies in Wealth Management, LLC

Kristina Bentzen is a financial advisor with Paradigm, Strategies in Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Paradigm since 1995. Bentzen is also a licensed independent insurance agent in Minnesota specializing in life, accident, and health insurance. Paradigm serves individuals, families—including high net worth clients—and charitable organizations by providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and integrates employer-sponsored defined contribution plan advice along with data aggregation to consolidate held-away assets into client reviews.

Mason De Joy is a financial advisor at Paradigm, Strategies in Wealth Management, LLC in Maple Grove, MN, holding a Series 65 license with one year of industry experience. His prior work includes roles at Target Corp, The Home Depot, and the University of Minnesota Duluth. Outside of finance, he has experience in the automotive service industry through Paradise Car Wash and Detail Center. Paradigm serves individuals, families—including high net worth clients—and charitable organizations with asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process, ongoing portfolio supervision, and uses both active and passive investment strategies grounded in Modern Portfolio Theory, incorporating third-party research and technology tools.

Sean Grote is a CFP® professional with three years of experience, currently serving at Paradigm, Strategies in Wealth Management, LLC. His prior work includes roles at U.S. Bancorp and Kalahari Resorts and Conventions. Outside of his advisory role, he participates in secret shopping activities on a volunteer basis. Paradigm serves individuals, families—including high net worth clients—and charitable organizations by providing asset management, financial planning, and consulting. The firm employs a multi-meeting onboarding process and uses a combination of active and passive investment management grounded in Modern Portfolio Theory, with ongoing portfolio supervision and third-party research tools.