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About Joan

Joan Gilles

Financial Advisor & Coach

(612) 436-3733

My Story:  Money doesn’t grow on trees, you know!  My dad would say that all the time.  

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William "Will" Regenscheid

Financial Advisor

612 877-2532

612 638-6601

My path to becoming a financial advisor was certainly not straight-forward. I strongly believe, however, the experiences I’ve had in other fields along the way only serve to improve my planning abilities and understanding of...

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Alexandra Rabago

Client Service Associate

619 269-4169

Alexandra is a graduate of the University of California, Santa Barbara class of 2017. She has a BA in Film & Media Studies. Alexandra is primarily responsible for servicing clients, handling requests such as research and paperwork...

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Zenon "Zen" Westrum Ostrom

Summer Intern

Zen is going to be a junior at the University of Minnesota Duluth studying financial planning. He will be with us until mid August learning about the industry.
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Exclusive Member

Exclusive Member

The Behavioral Finance Network

Please note: Participation in this program is not a guarantee of future investment success and does not represent an endorsement of the advisor by any client.