Experience

Joe is a Managing Partner of The Raskin Loftus Group.  He started in the financial service industry in 1998 at Royal Bank of Canada (RBC).  Joe leads the portfolio management team and oversees the group's investment strategies for the more than $1.6 billion in assets under management. He holds a B.A. in finance from the University of St. Thomas and a M.B.A. from the University of St. Thomas Opus College of Business.  Joe also has his Corporate Stock Benefit Consultant designation which focuses on corporate executive equity compensation services and holistic wealth planning.  He relentlessly seeks knowledge to stay equipped to address the issues that impact his clients.  He resides in Deephaven, MN with his wife Jessica and three daughters; Jackie, Kelsey, and Vivian.  Joe enjoys spending his free time with his family, going to the Guthrie theater, skiing, and playing basketball/golf.

Johnathan is a Senior Wealth Strategy Associate for the Raskin Loftus Group. He has more than 10 years experience in the financial services industry and holds Series 7 and 63 licenses from FINRA. He attended St Cloud State University where he earned his BS in Finance with a minor in Economics. Jon resides in Richfield, MN with his wife Emily and their two daughters.

With more than 12 years experience in the financial services industry, AJ strives to provide unique solutions for our clients and their families.  He will focus on partnering with clients, attorneys and accountants to craft and implement multi-generational wealth plans to preserve family legacies while meeting the needs of today.  AJ attended Concordia College in Moorhead, MN where he received a B.A. in both Business and Communication Public Relations and has earned his Series 7 and 66 licenses.  Prior to joining UBS AJ worked with Dougherty & Company LLC in Fargo, ND and Minneapolis, MN.  Away from the office he enjoys snowmobiling, golfing, cycling and spending time at the lakes with his wife, Christine and son, Carter.

Aaron serves as a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ for the Raskin Loftus Group. Prior to joining the team, Aaron spent two years as a Financial Advisor with the UBS home office located in Weehawken, NJ, working with clients around the country. He helped develop financial plans, implement investment portfolios and advise corporate employees on their equity awards. Prior to starting his career in wealth management, Aaron earned his CPA license and worked as an auditor with Grant Thornton for two years. Aaron received a degree in accounting from the University of Massachusetts, Amherst and a Masters of Accountancy from the University of Minnesota. Aaron lives in Minneapolis, MN, where he enjoys running around the lakes. He has completed several marathons and also enjoys golfing, traveling and spending time with family and friends.

Casey is a Registered Client Service Associate for the Raskin Loftus Group.  She has more than 6 years of experience in the financial services industry and has earned her Series 7 and 66 licenses.  Prior to joining UBS, she spent 5 years at RBC in operations.  She received a B.A. in Political Science and Criminal Justice from the University of Wisconsin-Oshkosh.  She resides in Minneapolis, MN with her husband Rick and their three daughters.  Casey enjoys spending her free time with her family, reading and running on the Minneapolis lake trails.

Mary began her career at Norwest Investment Services, now Wells Fargo. After earning her Series 7 and 63 she transitioned to  Prudential Securities. That move would eventually bring her to a new build new office location for Piper Jaffray in Edina, MN. Piper Jaffray was acquired by UBS Financial and Mary has been with the company ever since.

A graduate of the University of Minnesota with a B.A.A. in English Education she has also earned her Series 9, 10, 31, 65 as well as licenses for life, health, variable life, and variable annuity. 

Mary has two children and a darling Granddaughter. She resides in New Brighton, MN with her husband, Kent, and son Sam.