Experience

Makes all the difference

Caleb Quenzer

Senior Wealth Strategy Associate

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IA
  • MN
  • NJ
  • NY
  • OH
  • OR
  • PA
  • TX
  • WA
  • WI
  • WY
681 East Lake Street
Wayzata, MN 55391

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Taryn Zimmerman

Client Associate

I've been in the wealth management industry for five years and I am a graduate of Minnesota State University Moorhead, where I had studied finance, economics and Spanish while holding leadership positions within multiple student organizations, including Gamma Phi Beta and Financial Management Association. 

In my spare time, I enjoy volunteering, reading, and spending time with my husband, Nicolas, and our Miniature Cavapoo, Calvin.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • KY
  • MN
  • NJ
  • NV
  • NY
  • TX
  • WA
  • WI

Education

  • Minnesota State University Moorhead
80 South 8th Street
Suite 2900
Minneapolis, MN 55402

Email Me