• Tim Tysk

    Providing services: Relocation, Commercial Real Estate, Business Consulting, Strategic Planning, Financial Analysis, Negotiation

    Greater Minneapolis-St. Paul Area

  • Abby Fox

    Providing services: Accounting, Bookkeeping, Financial Accounting, Life Coaching, Business Consulting, Financial Consulting, Budgeting, Financial Analysis, Financial Planning, Financial Reporting

    Minneapolis, MN

    Summary: With the mindset and skill set of an Integrator (EOS), I have a passion for bringing startups and small companies to the next stage of structure, organization, and growth. I have had the privilege to learn about all sides of early stage companies from: - My own IP sale to a multibillion dollar company - Working with venture backed startups - Working at an angel fund - Working behind the scenes at the largest startup competition in the state I have worked with startups in the Twin Cities on everything from finance and accounting to operations, HR and IT. I have also been part of a successful acquisition, working on both preparing for acquisition and integrating the company post acquisition.

  • Dongze Li

    Providing services: Project Management, Financial Analysis

    Minneapolis, MN

    Summary: Mathematics-Actuarial Science Student at the University of Minnesota. Interest in financial market regulation and technology industry-based investment. Experienced in financial Factoring, Commerical Acceptance Bills, Governmental platform and asset investment/management, and Corporate finance

  • Colleen Wilson-Cregan M. Ed.

    Providing services: Insurance, Retirement Planning, Life Insurance, Financial Analysis

    Minneapolis, MN

    Summary: After college I began working in the nonprofit sector and was the Executive Director of several non profits including United Cerebral Palsy of MN, Turningpoint, and the Chippewa Falls United Way. I became self employed in 1988 and have been since then except for a couple of temp positions at United Way organizations in Florida. I obtained my insurance license while living in TN and became a District manager for the National Association for the Self-Employed in TN, AL and LA. After my late husband passed away, I moved back to MN. I continued my passion for helping entrepreneurs and small business owners by working for a company that helps them obtain working capital. Eventually I became frustrated because I was not able to help very many people and I began looking for a solution. I found Your Family Bank and I have finally found a way to really help not only business owners, but individuals as well. Your Family Bank is a concept of banking, not an actual bank. We utilize a high cash value whole life policy to help eliminate all debt, including mortgages, guaranteed, in 10 year or less, without asking people to spend anymore than they are now.

  • Daniel Rose

    Providing services: Financial Planning, Financial Analysis, Financial Advisory, Retirement Planning

    Minneapolis, MN

    Summary: I'm a second generation financial advisor working at Equitable Advisors. I went to the University of St. Thomas where I graduated in 2024 with a Communications degree. I'm very outgoing and love making new friends from many diverse backgrounds. I've always been taught to be likeable and to take pride in presenting myself with an element of professionalism. I'm currently working on growing my network and business as a financial professional with individual clients.

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  • Mark R. Waller, CPA

    Providing services: Accounting, Strategic Planning, Financial Reporting, Financial Analysis, Tax Advisory

    Minneapolis, MN

    Summary: Mark R. Waller, CPA, co-founder and managing partner of Morem & Waller, CPAs, PLLC, has 15+ years of experience working as a public accountant as well as a controller in the private sector. He partners with CEOs, founders, and interested parties in the cannabis industry to help them stay compliant, achieve world-class financial records and financial reporting, and provide tax planning, preparation, and filing. A graduate of the University of Minnesota-Twin Cities, Mark lives in Minneapolis with his wife, Brigitte, and two children, Malcolm and Coco. INFJ, Ennegram 3/7 Rocket Fuel: Integrator Score 85, Visionary Score 74

  • Ian Anthony

    Providing services: Financial Analysis, Financial Accounting, Financial Consulting, Real Estate

    Minneapolis, MN

    Summary: I am currently a Junior at the University of St. Thomas majoring in finance and minoring in business analytics. Throughout my college experience I have gained a background in predictive forecasting/modeling, statistical analysis, managerial accounting, and operations management. I aim to join a dynamic organization to help them achieve their business goals while also gaining a wealth of real world experience to further my education in the financial career field.

  • Ron Hoffner

    Providing services: Business Consulting, Healthcare Consulting, Marketing Consulting, Financial Analysis, Financial Planning, Financial Advisory, Product Marketing, Strategic Planning

    Greater Minneapolis-St. Paul Area

  • Mitch Thometz

    Providing services: Accounting, Data Reporting, Business Analytics, Financial Reporting, Financial Analysis, Research Skills, Data Entry

    Minneapolis, MN

    Summary: 13+ years of experience in performing multiple functions (e.g., accounting, operations, real estate, healthcare, pharmacy benefit management and data analysis) Excellent communication, interpersonal, technical, and organization skillset Quick learner with a positive attitude and the ability to work in a fast-paced environment with an analytical and investigative mindset Tech savvy and able to learn new software/technology quickly along with being able to retain skills and knowledge