My Profile
Timothy Campion
Financial Advisor
952-249-7650
Tim has gathered a significant amount of experience from more than 27 years of work in the industry. He has developed a strong understanding of the field as well as expertise in financial planning, asset allocation, retirement planning and investment management. Tim attended Gustavus Adolphus College, where he earned his bachelor’s degree.
He enjoys spending time with his wife, Margy, and children, Kate and Casey. He also enjoys golfing, hunting and the outdoors at his cabin in Northern Minnesota.
Lindsay Wahlstrom
Client Assistant
Lindsay grew up in North Mankato, MN. She earned her Bachelor of Science degree from the University of Wisconsin, Eau Claire, where she majored in Business Administration with a focus in marketing. She and her husband, Doug, reside in Minneapolis, MN and enjoy travelling as much as possible. Also in her free time, Lindsay enjoys running, playing volleyball, cooking, and spending time with friends and family.
Our Extended Team
Our extended team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
James Guckenberg, JD
Senior Estate Planner
Joel Grant
Municipal Bond Trader | Portfolio Consultant
Rebekah Dodd, CFP®, CTFA
Wealth Planner
Scott Grenier, CFP®, AEP®
Manager of Tax & Estate Planning
Tim Steffen CPA-PFS, CFP®, CPWA®
Director of Advanced Planning