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Meet Our Team of Financial PlannersHelping to Serve the Minneapolis and Western Subarbs |
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Peter Vessenes, CEO Peter Vessenes, CEO of Vestment Advisors, is a nationally recognized business consultant and coach. His work has helped clients of all sizes increase profits while making their organizations run more efficiently and effectively. Full Bio > |
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Katherine Vessenes, President and Senior Financial Advisor
Since 1990, Katherine has been working with, broker/dealers, financial advisors and large insurance companies, teaching them how to do the right thing by their clients. "My mission has been to make sure every advisor puts the needs of their client first," says Katherine. Full Bio > |
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Brad Lantz, Financial Guide
Brad has been a consultant to the financial advisors since 1994. He recently published a book, You Don’t Know What You Don’t Know. It is about serving our clients so well they become our absolute advocate. “This concept is key with every client,” said Brad. “I am not happy until my clients like our service and values so much, they become raving fans." Full Bio > |
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Josh determined early on in college that he loved the financial industry. He has been passionate about comprehensive financial planning ever since. “To me it is very exciting to help clients understand how we can address some very complicated aspects of their financial situation. Through our attention to detail we build trust and clients know that we have their best interest in mind.” Full Bio> |
