KATHERINE VESSENES

JD, CFP®, RFC / President, Financial Advisor

_____

 

katherine-vessenes-financial-advisor.png

(888) 256-6855 ext.4

 Katherine@MDFinancialAdvisors.com

As an attorney and nationally known financial advisor, Katherine is uniquely qualified to work with doctors and their numerous, complicated financial issues.

Katherine grew up in a medical family. “I observed my own parents moving from being extremely comfortable financially to almost bankrupt, after my parents made a few bad financial choices,” Katherine said. 

“The first thing I learned,” she explained, “Was no matter how educated you are, we all need help with issues outside our area of expertise.”  The second thing: “I wanted to make sure other doctors and their families, didn’t suffer the way mine did when the bottom fell out of our finances.”

——————————————————————————

“America’s best known authority on the legal and ethical issues facing financial advisors today.”
— Bloomberg Press

——————————————————————————

Katherine uses her legal background to address issues of concern to many doctors: how to protect their assets from frivolous suits and how to reduce their taxes now, during retirement and for their heirs.

 

“The statistic I am proudest of is our referral rate,” Katherine explained. “Last year over 90% of our new clients came as referrals from our existing clients. We know that doctors don’t refer their colleagues to just anyone, so we are very grateful for their vote of confidence and the trust they have placed in us.”

A Certified Financial Planner®, Katherine has written three books and almost 100 Published articles.  She has received the 5 Star Professional Wealth Manager Award three times!

———————————————————————————

“Medical Economics had named her a
Top Financial Advisor for doctors in
2014, 2015, 2016, and 2017!”

———————————————————————————

In 1989 Katherine became Vice President and Officer of the IDS Mutual Fund Group, where she was legal counsel to the independent directors, including President Gerald Ford. Later she created two ethics programs for American Express. She has also served on the CFP® Board of Ethics.

Some of the top financial firms in the country have engaged Katherine to help their advisors. That list includes: American Express, ING/Voya, Merrill Lynch, H&R Block, Financial Planning Association, Northwestern Mutual, Charles Schwab, State Farm, LPL, John Hancock and others.

Katherine and her husband/business partner, Peter, have three adult children with whom she loves to spend time. Katherine is also dedicated to a healthy lifestyle and enjoys activities such as kickboxing and kettlebells to stay in shape.

——————————————————————————

“Top Women in Finance.”

 

—————————————————————————


JOSH LANTZ

CRPC® / Chief Investment Officer, Financial Advisor

_____

 

josh-lantz-financial-advisor.jpg

(888) 256-6855 ext.3

 Josh@MDFinancialAdvisors.com

With over a decade of financial planning experience, Josh has worked on more than 450 doctors’ financial plans. “It’s very hard to find a doctor’s situation I haven’t seen before,” says Josh.  This is only a snapshot of the expertise Josh brings to MD Financial. When he Is not meeting with doctors Josh oversees the financial planning department, portfolio management, insurance department, operations, and client services.

Josh is committed to helping all of our doctors feel more secure about their financial future. “In order to do that I know it takes not only the educational training of my profession, but also attention to detail, an understanding of the unique circumstances and stressors our doctors face, and clear communication of a complex financial world. This level of service is very important to our doctors, and we are happy to help them,” Josh explains.  With sharp organizational skills and a critical eye to detail, Josh works diligently with all of our teams to coordinate and deliver that exceptional level of service.

Josh previously worked with Ameriprise Financial Advisor’s #2 nationally ranked team. He recently got recognized in Medical Economics for Best Financial Advisor in 2017. When not working, Josh enjoys skiing, mountain biking, and doing mixed martial arts to stay in shape.

 

PETER M. VESSENES

CEO

_____

 

peter-vessenes-ceo-mdfinancial.jpeg

Peter has served as a high-level corporate advisor since 1983. Projects that began with assisting presidents of Fortune 100 companies broadened to include mid-sized corporations, closely held companies, start-ups, and assistance with capital formation.

By 1991, he refocused his efforts towards fast-growth and emerging companies and has been instrumental in helping entrepreneurs gain control of both their businesses and their lives.  In 1996 he joined Katherine in her efforts in the financial services industry working with financial advisors, broker/dealers, insurance companies, large corporations, and third-party providers to help professionals and doctors realize their dreams.

Peter is a popular platform speaker and the co-author of the book “Building Your Multi-Million-Dollar Practice”. The book outlines practical suggestions and proven techniques to create a highly productive, prosperous financial services practice with less stress, while serving the critical needs of clients.  Peter also authored a critically acclaimed book in 2012, “The Golden Rules of Economics: The Real Way Out of America’s Financial Crisis”.

He has worked with Financial Network Investment Corp, Texas Instruments, Woodbury Financial, H.D. Vest, Merrill Lynch, State Farm, Pacific West Financial Group, Digital Equipment Corporation, NCR, ING, LPL Financial, and more.

Peter’s works have been published in Investment News, Wall Street On-Line, The Journal of Financial Planning, Producers Web, Horsesmouth, The Register, Financial Planning Magazine, Advisor Max, American Management Magazine, American Venture Magazine, Broker Dealer Magazine, and more.

 
John.jpg

Tara Miller

Client Service Manager

(888)256-6855 ext.7

tara@mdfinancialadvisors.com

Intrigued by the specialization and expertise of MD Financial, Tara joined the team in March 2017. She graduated from the University of Minnesota Duluth with a Bachelor of Business Administration in Finance as well as minors in Financial Planning and Psychology. While attending school, she was the Co-President of UMD’s Financial Planning Club. 

 

Tara is also pursuing the CFP® Designation in order to further her expertise in the Financial Planning Industry. She has a passion for education planning and being an advocate for women in the financial industry. In her spare time Tara enjoys traveling, relaxing at her cabin in Northern Wisconsin, and spending time with her family and pets. 

John shimpach

Client Service Manager

(888)256-6855 ext.9

john@mdfinancialadvisors.com

John gained experience working in the life insurance industry with Prudential, but was attracted to MD Financial due to its comprehensive financial planning services offered. He joined the team in May 2017 and works each day to provide clients with the best possible experience.

He recognizes the importance of providing a concierge service to busy doctors which allows them to be more secure in their financial future.

John graduated from St. Olaf College with a degree in Economics and a concentration in Finance. During that time he was a member of the St. Olaf Investment Club. He currently lives in Minneapolis and spends as much of his free time as he can during the short Minnesota Summer golfing with his father.

 
ben.png

CHRIS MINNIHAN

Client Services Manager Supervisor

(888)256-6855 ext.2

chris@mdfinancialadvisors.com

Chris joined the firm with 20 years of experience in client services, efficiencies excellence, operations and multi-million dollar inventory management.  She was drawn to MD Financial because of our passion and dedication to improving and protecting the livelihood and financial security of our clients.  Chris joined MD Financial in December 2016 as an intricate part of our insurance team while assisting with all aspects of client support. 

Chris loves to spend her personal time with her husband, children, and grandkids.  She also enjoys traveling, reading, and as much time boating as our Minnesota summers allow.

Ben Kirchner

Client Service Manager

(888)256-6855 ext.8

ben@mdfinancialadvisors.com

Ben started his career working with two Fortune 100 companies in a financial advisory capacity. Impressed by the process driven approach to serving the medical market, he made the switch to MD Financial in May of 2018.

Ben brings with him a history of integrity and commitment to delivering clients a top-notch experience. He is passionate about empowering clients to achieve their financial goals and life ambitions. Ben holds his Series 6, 63, and 65 as well as Life and Health Insurance licenses.

Ben earned a Bachelor of Arts in Public Communication with a minor in Economics from the University of Wisconsin-La Crosse. He is a Chanhassen native and moved back to Minnesota after 6 years of living and working in Wisconsin. In his free time, Ben enjoys anything outdoors, any sport that involves a board, and cheering on the Minnesota Vikings.

 

Alyssa Miranda

Office General Manager

(888)256-6855 ext.1

alyssa@mdfinancialadvisors.com

Alyssa is the backbone of MD Financial. Her exceptionally high standards ensure consistent progress toward company and employee goals, but most importantly our clients’ financial goals. 

Alyssa graduated from Rasmussen College with a degree in Business Management. Beyond work, she loves to spend time with her husband, two boys, and the rest of her family.

 
katie.png

Katie Bell

Administrative Assistant

(888)256-6855 ext.0

katie@mdfinancialadvisors.com

Captivated by the high level of excellence and professionalism of MD Financial, Katie joined the team in March 2018. As an administrative assistant, Katie works to support the firm in all aspects to ensure a fantastic experience for our clients. Her passion for helping people aligns seamlessly with the client-focused and team-focused principles of the company.

Katie graduated from Arizona State University with a degree in Communications and a concentration in health and wellness. In her spare time she enjoys running, practicing yoga and spending quality time with family and friends.

sarah.png

Sarah Baxter

Marketing Coordinator

 

 

Sarah joined the MD Financial family in March of 2018, attracted by MD Financial’s passion for success with their clients. She was completely blown away by the immense background of knowledge within the company’s employees, and the wide variety of services they provide. 

Sarah graduated from the University of North Dakota with a Bachelor’s in Communications, emphasizing in Marketing, as well as a Visual Arts degree. In her free time, Sarah loves playing board games with her husband, drawing, and spending time with her family. 

 

 

Victoria Schwartz

Finance Controller

(888)256-6855 ext.5

Impressed by the high caliber of talent on the MD Financial team and the client-focused (not product-focused) views of the company, Victoria came on board in 2012. As Finance Controller, she manages all of the company’s financial matters. With 20+ years of financial management experience, Victoria has played an essential role in MD Financial’s thriving business.

In her free time Victoria loves spending time at her cabin in Northern Minnesota with her husband, children, grandchildren and friends.

ashlee.png

Ashlee Lemons

Accounting Clerk

 

Ashlee joined the MD Financial team as an assistant to Victoria, the Controller, in April 2017. She has been impressed not only with the competence of the team, but also their passion and dedication to delivering the best quality service to our clients at all times. Ashlee holds a Bachelor’s degree in Cross-Cultural Communications and is a Certified Bookkeeper through the AIPB. In her spare time, Ashlee enjoys spending time with her family, reading, and getting together with friends.


See the MD Financial team competing in the 2018 Tough Mudder

Our team is not afraid to get their hands dirty! They work hard in and out of the office.


CASE STUDIES

———