Baune Financial

March Madness & Market Moves ?? March Madness teaches us that surprises can happen anytime. In finance, staying diversified and agile is key to weathering market volatility. Like picking the right bracket, careful planning and analysis can lead to unexpected wins. How do you keep your financial portfolio in check during uncertain times?

Welcome to the Team, Daniel Gasper ! We are excited to announce that Daniel Gasper has joined Baune Financial as our new Director of Business Development. With his extensive experience and expertise, Daniel will play a key role in driving our growth and expanding our reach. Please join us in welcoming Daniel to the team!

Celebrating 20 Years of Leadership! Join us in celebrating Michael Reed, Partner and Private Wealth Advisor at Baune Financial, on his 20th work anniversary this past Saturday. For two decades, Mike has been a guiding force, steering our team through calm and stormy seas alike. His leadership and dedication have been instrumental in navigating our path to success. Thank you, Mike, for your unwavering commitment and exceptional leadership. Here's to many more years of charting new waters together!

We're Hiring! Join Our Team as a Client Service Associate! ?? We are excited to announce that we are looking for a dedicated and detail-oriented Client Service Associate to join our team. If you have excellent communication skills and a commitment to client satisfaction, this could be the perfect opportunity for you. Key Responsibilities: ? Assist with client inquiries ? Support financial advisors ? Manage client accounts ? Ensure compliance Join us in making a difference in our clients' financial futures! Learn more and apply here: https://lnkd.in/gNBdz82g

Thriving Together at Our Second Lunch! ??? We recently held our second Thrive Together Lunch, braving the cold to share some tasty food and enjoy quality time together. These lunches are all about solidifying and celebrating our culture, as well as reinforcing our core values. Thank you Kyle Baune, CFP? for hosting this lunch! It's always a pleasure to come together and strengthen the bonds that make our team unique. Thank you to everyone who joined and made it a memorable day!

Exciting News! We're thrilled to announce the refresh of our website! We've made significant updates to enhance your experience, including a sleek new design, improved navigation, and updated content to better serve your needs. Check out one of our new videos added to the website, showcasing the value and expertise we bring to our clients every day. Visit our refreshed site and explore all the new features: https://lnkd.in/gaa2APjZ

Happy 2nd Work Anniversary, Ann Hickmann! ?? Celebrating 2 years of your valuable contributions to our team. Thank you for all your hard work and dedication!

Celebrating Success! ?? Partners Kyle Baune, CFP?and Michael Reed, along with their wives, attended the Northwestern Mutual Twin Cities Network Office Recognition Dinner on Saturday at the Radisson Blu-MOA. We are proud to share that Baune Financial was honored among other highly successful firms and advisors for our achievements over the past year. A heartfelt thank you to our Network Office Managing Partner, BJ Hellyer, for being such an inspiration and the embodiment of a true leader. Your guidance and leadership have been invaluable. Congratulations to all the honorees, and here's to continued success and excellence!

Thrive Together Lunch Recap! ??? Yesterday, we had our monthly Thrive Together Lunch for our local crew, dedicated to solidifying our culture and reinforcing our core values. These lunches provide a fantastic opportunity for our team to bond and for the partners to discuss and answer questions about the firm. It's always inspiring to hear from our leaders and engage in meaningful conversations that strengthen our team spirit. Thanks to everyone who participated and made it a great success!

End of the Year Meeting Recap! ?? We recently had our End of the Year Meeting where we celebrated last year's accomplishments, set goals for the upcoming year, and engaged in some fantastic team-building activities (including the Best "Dad Joke" Contest). The highlight of the evening was a beautiful dinner with the NM Twin Cities Managing Partner, celebrating our achievement of being named Forbes Top 250 & Best-in-State Wealth Advisor 2024. Thank you to everyone on our team who made this year a success. Here's to an even more incredible year ahead!