Todd Giere MBA, Certified Financial Fiduciary®

President

Todd is a lifetime resident of the Twin Cities Area. He has served his community as an Advisory Cabinet Member at New life Academy, a General Board Member at Five Oaks Church, and a softball coach. 

In his free time, Todd enjoys sports and activities of all kinds, travel, and spending time with his family and friends. Todd and his wife of over 30 years, Kathy, have two married daughters and two grandchildren.

Another current passion of his is serving as a Board Member of Robin's Nest Children's Home near Montego Bay, Jamaica. Click here ( www.robinsnestchildrenshome.org ) if you would like to learn more about this wonderful organization caring for the hurting children of Jamaica.

 

QUALIFICATIONS

  • B.A. Economics - Magna Cum Laude honors
    • Bethel College, 1990
  • Masters of Business Administration (MBA)
    •  University of Saint Thomas, 1996
  • Former Adjunct Professor in the Business and Economics Department
    • Bethel University
  • Holds Series 7, 63 & 65 FINRA Licenses
  • Holds Life, Annuity & Health Insurance Licenses
  • Certified Financial Fiduciary®
  • Ten-time National Top Producer List Award Winner for NEXT Financial Group, Inc*.
  • Worked in financial advising since 1996

*Each calendar year NEXT Financial Group, Inc. ranks its representatives based on their total Gross Dealer Concession.

Anna Carlson headshot

Anna Carlson CFP®

Operations Manager

Anna has spent most of her life in the Twin Cities. She studied Economics at Wheaton College and returned to MN after graduating at the end of 2019. Anna enjoys traveling, running, and trying new restaurants and coffee shops. She married her husband, Tanner, in 2021 and together they have a Mini Bernedoodle puppy named Winston.

QUALIFICATIONS

  • B.A. Economics – Magna Cum Laude Honors
    • Wheaton College, 2019
  • Holds Series 7 & 66 FINRA Licenses
  • CERTIFIED FINANCIAL PLANNER™

Kathy Giere

Office Manager

Kathy grew up in the Chicago-area and attended college at Bethel University in St. Paul, MN. She has lived in the Twin Cities ever since enjoying all things family – whether wearing the title of daughter, wife, mom or Nana.  

She loves keeping the office running smoothly and when she is not there, she can be found spending time with her kids and grandchildren, at the beach, leading a youth small group at her church, or going to lunch or on a walk with a friend.

 

QUALIFICATIONS 

  • B.A. Physical Education – Bethel University (1990) 
  • M.A. Educational Leadership – Bethel University (1994)