The Wealth Group Austin B. Colby & Associates

Jaron Kissner is a Series 65 licensed advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, where he has worked since 2021. He has eight years of prior experience at Torrch. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm uses asset-allocation frameworks combined with techniques such as dollar-cost averaging and technical analysis, and it employs third-party aggregation platforms to manage held-away retirement assets.

Dean Goodwin is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 65 credential and two years of industry experience. His prior work includes roles at 2NDSWING, CREW2, and New York Life Insurance. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm uses asset-allocation frameworks and various trading techniques tailored to clients’ objectives and reviews accounts at least semi-annually.

Paige Heltemes is a financial advisor at The Wealth Group – Austin B. Colby & Associates with five years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James Financial Services and in educational roles at North Central University, St. Cloud State University, and Anoka Ramsey Community College. The Wealth Group serves individual and high-net-worth clients with portfolio management, financial planning, and managed-account services. The firm uses tailored investment strategies and asset-allocation frameworks, incorporating tools like dollar-cost averaging and technical analysis, and utilizes third-party platforms for held-away asset management and due diligence.

Paul Bennett is a CFP® with 27 years of experience in financial advising. He has worked at Raymond James Financial Services in various capacities from 2001 to 2021 and has been with The Wealth Group – Austin B. Colby & Associates since 2021. He is the owner of Paul M Bennett LTD, an S-Corp used for administrative purposes. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs tailored investment strategies based on clients’ objectives and risk tolerance and utilizes third-party aggregation platforms to manage held-away retirement assets.

Adam Colby is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. for seven years. Outside of advising, he is an independent insurance agent involved in insurance sales on a limited basis. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and managed-account services. The firm employs tailored investment strategies across multiple asset classes and utilizes third-party aggregation platforms to manage held-away retirement assets.

Daniel Johnson is a CFP® with eight years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates since 2021. Prior to this, he worked at Raymond James Financial Services Advisors Inc. and CREW2, Inc. He is also an independent insurance agent in Eden Prairie, MN, dedicating limited time to insurance sales during trading hours. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients, offering portfolio management, financial planning, and consulting services. The firm uses tailored investment approaches and asset-allocation frameworks, and incorporates tools such as third-party aggregation platforms to manage held-away retirement assets.

Michael Earl is a CFP® professional with 16 years of experience in the financial services industry. He is currently with The Wealth Group – Austin B. Colby & Associates, where he has worked since 2021. Prior to this, he was with Raymond James Financial Services Advisors Inc. from 2013 to 2021. Outside of his advisory role, he serves as a deacon at Emmaus Road Reformed Church, assisting with oversight of the church’s finances. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm customizes advice and portfolios to client objectives and risk tolerance, utilizing asset allocation, technical analysis, and trading strategies, and employs third-party platforms to manage held-away retirement assets.

Benjamin Thorson is a financial advisor with The Wealth Group – Austin B. Colby & Associates, holding a Series 66 designation and six years of industry experience. He previously worked at Raymond James Financial Services Advisors and Ch Robinson. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs tailored advice based on client objectives and risk tolerance, using various investment techniques and a third-party aggregation platform to manage held-away retirement assets.

Austin Colby is a CFP® with 23 years of industry experience, currently serving as an advisor at The Wealth Group – Austin B. Colby & Associates since 2021. Prior to this, he worked for 20 years at Raymond James Financial Services. He is also an independent insurance agent based in Eden Prairie, MN. The Wealth Group – Austin B. Colby & Associates provides portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm offers tailored advice across a range of asset classes and employs asset-allocation frameworks, technical analysis, and both long- and short-term trading strategies, with accounts reviewed at least semi-annually.

Jamy Antoine is a CFP® professional with three years of experience in financial advising at The Wealth Group – Austin B. Colby & Associates. Prior to joining the firm, he worked for Select Health Pain & Regenerative Solutions and the Minnesota Disc Institute. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses asset-allocation frameworks and various trading techniques to tailor advice and portfolios to each client’s objectives, time horizon, and risk tolerance.