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Month: January 2017

Paul L. Parnell, APMA®, CRPC®

Paul Parnell

Tel: 651.478.4644
[email protected]
683 Bielenberg Drive, Suite 208
Woodbury, MN 55125-1715
ballastadvisors.com

Paul L. Parnell, APMA®, CRPC®

Managing Partner | Wealth Advisor 

Paul is a Founding Partner of Ballast Advisors.  He has over twenty-three years of experience in guiding clients and helping them prepare for a sound financial future. He specializes in financial planning, including wealth management solutions and risk reduction strategies for a select group of families, professionals, business owners, and retirees. Paul also oversees the general business and strategic direction of the firm. He serves on the firm’s Executive and Investment Policy Committees.

He is an Accredited Portfolio Management Advisor (APMA®) and holds the Chartered Retirement Planning Counselor (CRPC®) designation. He is a member of the Financial Planning Association. He serves on several local boards, including the board of directors for the Woodbury Community Foundation, where he works to enforce their mission connecting people and organizations with causes that matter.  

Paul resides in Woodbury, MN with his wife, Gloria and children.  In addition to spending time with his family, he enjoys golfing, reading and running.

 

Rich Gerczak, CFP®

Tel: 651.200.3110
[email protected]
WE’VE MOVED!
2550 University Avenue West, Suite 314-N
St. Paul, MN 55114
ballastadvisors.com

Richard Gerczak, CFP®

Managing Partner | Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ 

Rich is a Founding Partner of Ballast Advisors. As a Certified Financial Planner for the past 22 years, Rich has helped many families reach their financial goals.  Rich focuses his practice on helping clients invest soundly, minimize taxes, educate their children, retire comfortably and preserve their estates.  He also serves on the Executive and Investment Committees within the firm.

Rich has been recognized numerous times by local publications and organizations for his work as a Financial Advisor.  He has also served in many leadership roles for the development and training of other Financial Advisors.  He is an active community member serving in many church and civic organizations.  Rich has served on a few local non-profit boards, worked as a mentor for The Boys and Girls Club and served as a local school board member.

Rich graduated from the University of Wisconsin Madison with a degree in Business Administration and major in Accounting.  He began his professional career as an Accountant for a Fortune 500 company here in the Twin Cities.  He is a member of the American Institute of Certified Public Accountants (AICPA).

Rich resides in St Paul with his family.  He enjoys time at his family cabin, reading history books and spending time outdoors.

 

Steven Schmidt, CFP®, CLU®, APMA®, ChFC®

Steve Schmidt - Financial Advisors - Ballast Advisors, St Paul, MN

Tel: 651.200.3113
[email protected]
WE’VE MOVED!
2550 University Avenue West, Suite 314-N
St. Paul, MN 55114
ballastadvisors.com

Steven Schmidt, CFP®, CLU®, APMA®, ChFC®

Managing Partner | Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ 

Steve is a Founding Partner at Ballast Advisors. He is a seasoned investment manager with over 24 years of experience.  Since 1993 he has advised small business owners and professionals with wealth management in St. Paul, MN  and serves on the firm’s Executive and Investment Policy Committees.

Steve earned his Bachelor of Arts degree from Saint Olaf College in Northfield, MN.  In addition, Steve has earned designations as a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), the Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).  He is  a member of the Financial Planning Association (FPA).  

Steve and his wife Mari reside in Arden Hills, MN with their four children.  In his spare time he enjoys reading, spending time outdoors – including the Boundary Waters,  and golfing with family and friends.

 

Richard M. Juckel, CFP®, CRPC®

Richard Juckel Ballast Advisors Woodbury MN

Tel: 651.478.4644
[email protected]
 683 Bielenberg Drive, Suite 208
 Woodbury, MN 55125-1715
ballastadvisors.com

Richard M. Juckel, CFP®, CRPC®

Vice President, Advice and Wealth Management | Wealth Advisor 

For 18 years, Richard has enjoyed helping individuals and small business owners throughout the country balance long-term financial goals and short-term wants and needs. He says, “The greatest reward in financial planning is seeing people reach their goals and knowing you played a role in that success.” At Ballast Advisors, Richard is responsible for overseeing the advice and wealth management operations and serves on the Investment Committee.

He is a current member of the Financial Planning Association and holds the designations of Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). Richard is a proud graduate of the University of Minnesota – Twin Cities and an avid Golden Gopher sports fan.  He and his wife Candi reside in Stillwater, MN with their two children, Ezra and Elouise. 

“If you want to live a happy life, tie it to a goal, not people or objects.

– Albert Einstein”

 

Andrea Nease

Andrea Nease, Ballast Advisors, Punta Gorda FL

Tel: 651.478.4644
[email protected]
ballastadvisors.com

Andrea Nease

Vice President of Compliance

Andrea earned her Bachelor of Science degree from Florida State University and has a Masters degree in Organizational Ethics and Compliance from the University of St Thomas School of Law.  She also received a Graduate Certificate in Strategic Risk and Responsibility from St. Thomas’ Opus College of Business.

 

 

Kathryn Bergloff

Kathryn Bergloff, Ballast Advisors | Woodbury, MN

Tel: 651.478.4644
[email protected]
683 Bielenberg Drive, Suite 208
Woodbury, MN 55125-1715
ballastadvisors.com

Kathryn Bergloff

Client Service Manager

Kathy has been in office administration since 1994.  Her focus is on supporting our Client Service Managers in the Woodbury, MN and Punta Gorda, FL  locations. She is committed to building relationships, providing timely client service, and ensuring an excellent client experience.

Kathy lives in South Saint Paul, MN with her husband Bill and her dog Elsa.

 

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