Our Advisors

Rick is a Chartered Retirement Planning Counselor ( CRPC®) and graduated from Northern Michigan University where he received a Bachelor of Science in Business Communications. Rick’s mission is to implement strategies designed to help create, manage and preserve the wealth of his clients. Rick has taught adult retirement planning classes through several area colleges for over ten years. He has more than 24 years’ experience in helping people pursue their financial and estate planning needs. Rick and his wife Anna along with their two children, Brody and Lucas, have lived in the Twin Cities since 1987.

Liz became a financial advisor with Investors Financial Group in 2017.  At that time, she had over 15 years of industry experience.  With a background in client services and office administration, Liz knows the importance of paying attention to detail and being well organized.  She enjoys getting to know clients and working with them to implement strategies to help them pursue their vision for the future.  Liz obtained her first securities license in 2003.  She currently holds her Series 6, 7 and 63 securities registrations with LPL Financial.  She holds her Series 66 license through LPL Financial and Investors Financial Group.  Liz is also licensed to sell insurance and annuity products in the state of Minnesota.      

Jeff Doom is Financial Advisor in our Plymouth office. Jeff earned a BA in with a concentration in Financial Management from the University of St Thomas. He joined the financial advice business in 2000, earned his CHARTERED RETIREMENT PLANNING COUNSELOR designation in 2008 and his CERTIFIED FINANCIAL PLANNER™ designation in 2011. Jeff works to help simplify the complexity in clients’ financial lives. He has a passion to build enduring relationships with individuals, families, and small businesses. He joined Investors Financial in 2016 to offer his clients independent financial advice. Jeff and his wife reside in Edina, MN with their 3 children. When not at work he might be coaching on the soccer or football field, cheering at a swim meet, or relaxing out at the farm.

Philip Anderson, CFP^® is a Financial Planner in our Minneapolis office. Phil is a graduate of the University of Minnesota –Twin Cities, where he earned a Bachelor of Science degree in Chemical Engineering. Following a ten-year career in engineering, Phil became a financial consultant in 1998 and has maintained the CERTIFIED FINANCIAL PLANNER™ designation (CFP^®) since 2001. Phil has been a Financial Planner with Investors Financial Group since 1999.

Jim Chapple graduated from Winona State University in 1993 with a Bachelor of Science in Finance with a concentration in Investments. He has been working in the financial services industry since 1994 and has earned the CERTIFIED FINANCIAL PLANNER ™ (CFP^®) designation. Jim has been an Independent Financial Advisor with Investors Financial Group since 1998. As an independent advisor, Jim is able to recommend products on an independent basis. Jim and his wife Karen live in Bloomington with their children, Harrison and Angelina.

Steve is a graduate of the University of Minnesota’s Carlson School of Management where he earned a Bachelor of Science in Business Administration. He has maintained the Chartered Retirement Planning Counselor designation (CRPC^®) since 2001. Prior to joining IFG in 1997, Stephen was a financial consultant with American Asset Management and American Express Financial Advisors. Steve has over 21 years of experience in the financial services industry.

Michael earned a BS in Finance and a BS in Accounting from the University of Illinois in Champaign/Urbana along with a CPA certificate in the state of Illinois.  He went on to complete his MBA in Finance at the Carlson School of the University of Minnesota in 1987.  After 8 years at American Express Financial Advisors during which he earned the CERTIFIED FINANCIAL PLANNER™ designation, Michael joined IFG in 1998 to be able to offer his clients independent financial advice.  Michael specializes in financial planning for education, retirement and other client needs that warrant a detailed, thorough and well-conceived approach.

Tyler is a Financial Advisor in our Plymouth office, where he specializes in comprehensive financial planning for his clients. This process involves understanding not only a family’s assets and liabilities, but just as importantly their goals, aspirations and propensity for risk. Tyler graduated summa cum laude from St Cloud State University with a double major in Finance and Economics, and has been working in the investment industry since 1997. When not in the office, he enjoys playing baseball/softball with his kids and being away “up north” fishing and relaxing with his family.

CRPC conferred by College for Financial Planning.

With significant wealth comes great opportunity, as well as an increasing complexity of choice — especially with respect to whom you entrust to share your financial and personal aspirations. While maintaining and growing your assets is critical, equally important is developing a strategy for leaving a legacy, and having the freedom to pursue what is important to you.

Mr. Norman has earned an MBA from the Carlson School of Management, a Bachelor of Arts in Political Science from the University of Minnesota — Twin Cities, and has maintained the CHARTERED RETIREMENT PLANNING COUNSELOR designation since 2009. Mr. Norman relocated his advisory practice to the Minneapolis office of Investors Financial Group in 2013 because, at an independent firm, he is able to offer personalized, financial guidance.

Eric's objective is to deliver exceptional financial guidance and personalized service to help his clients build and preserve their wealth, while empowering them to pursue their life's aspirations. As their valued financial advocate, he provides professional investment guidance and financial planning to help manage their wealth over their lifetime and beyond.

Mr. Norman is currently accepting new clients.

Tom creates focused, forward-thinking strategies that seek to help clients manage cash flow, minimize tax burdens, transfer wealth, and mitigate risk. Specific areas of experience include retirement planning, investment portfolios, estate planning, annuities, long-term care and life insurance. He has been an advisor since 2005 and joined Investors Financial Group in February 2014. Tom holds a Bachelor of Arts Degree from Gustavus Adolphus College and a Juris Doctor from Hamline University School of Law. Along with helping clients manage their wealth, Tom enjoys helping youngest son Michael perfect his curveball, encouraging oldest son Ryan at the soccer field, and preparing tasty barbecue on his Weber grill.

Rick Berquist is a graduate of the University of Minnesota where he earned his Bachelor of Arts Degree and is also a graduate of the University of St. Thomas where he earned his Master of Business Administration Degree. He has also maintained his Chartered Mutual Fund Counselor designation (CMFC®) since 2009 and his Chartered Retirement Planning Counselor designation (CRPC®) since 2010. Rick worked for two Fortune 500 Companies before becoming a Financial Advisor in 1996. He joined Investors Financial Group in January 2014 in order to offer his clients independent financial advice. Rick specializes in comprehensive financial planning and investment strategies in order to assist clients in pursuing their goals and living their dreams, while being mindful of asset protection and risk management.

Pat is a Chartered Retirement Planner Counselor (CRPC®) and graduated from Minnesota State Mankato in 1985 with a degree in Business Administration and concentrations in Finance and Economics. Pat has worked in the financial services industry since 1986. He works in the Plymouth office where he specializes in comprehensive retirement planning and investment portfolio management. Pat and his wife Cathy reside in Minnetrista. They have 2 children attending college in Minnesota.

Bill Snuggerud is a Chartered Retirement Plans Specialist (CRPS®) who has helped his clients manage their wealth through the market’s ups and downs for over a dozen years. Bill is approachable and experienced; a valuable asset and sounding board as you pursue your financial goals and prepare for the future. As your partner in financial planning, Bill’s insight and perspective are a fundamental piece to a comprehensive financial strategy - no matter how complex the situation.

Bill earned his bachelor’s degree in Economics and Business Finance from the University of St. Thomas. Before transitioning his career to a Financial Advisor, he worked as a business analyst/controller at Donaldson Companies Inc.. He and his wife live in Minnetonka and have three adult daughters who have all graduated from college.

With more than 17 years of wealth management experience, I understand the importance of building each client relationship based on communication and experience. Throughout the years, I have evolved with the ever-changing financial world and have tailored my practice to be a client service-based environment where we all work as a team toward each client's unique goals and objectives. I also have a diverse knowledge of 401k plans.

I take the time to understand each client’s unique financial situation and apply our depth of experience and industry knowledge to strategize for each family we work with. Once we understand your financial goals, objectives and evaluate the current financial environment, we develop a custom strategy to pursue their goals.

Mike received his bachelor's from the University of St Thomas in St. Paul. He is a member of various professional associations.

Mike's personal interests include spending time with his wife and children. He enjoyed coaching his kids' throughout the years in each of their organized sports, including baseball and basketball.

Connor focuses his knowledge on helping clients invest and manage their assets through financial planning. Connor passed the CERTIFIED FINANCIAL PLANNER™ Board Exam in November of 2019 which gave him the knowledge to service any financial situation. He strives to build lasting relationships with clients and works to learn what is most important to each client. Connor graduate from the University of North Dakota in 2015 with a Bachelor of Science in Business Administration with a major in Entrepreneurship. After college Connor went on to play 2 years of pro hockey in the USA and Europe. He joined the finance industry in 2017. Before joining Investors Financial Group, he was employed by Ameriprise Financial.  

Lucas Anderson is a Financial Advisor in our Plymouth office. He graduated with a Bachelor of Science Degree in Marketing and entered the industry in 2016. Son of our Principal Rick and brother of Brody, Lucas specializes in comprehensive financial planning as well as investment management. A major focus of his practice is identifying a client’s financial goals in order to tailor a specialized approach and to help satisfy their needs. From clients just starting out, to those in need of retirement and estate planning, Lucas looks to provide sound guidance and increased confidence. He is excited to be partnering with his father and brother to provide a heightened level of service and advice.