Meet the Exit Planning Team
Certified Exit Planning Advisor®
Mark helps business owners to plan for what may be the single largest lifetime transaction: the sale of their business and transition into retirement. Mark provides education and thought leadership in the area of exit planning and is currently the president of the Exit Planning Institute, Twin Cities Chapter.
Certified Exit Planning Advisor®
Ryan works in asset management, retirement income planning, risk management, estate preservation planning and has extensive knowledge of business planning.
Certified Exit Planning Advisor®
Certified Investment Management Analyst®
Fred works with business owners, professionals, and executives in the areas of estate planning, wealth management, and insurance.
Associate Advisor Team
The BOSS Office Team
Jo Ann Schermann
Client Service Specialist
Jo Ann assists with scheduling client meetings, follows up with next steps, and keeps the exit planners on schedule.
T'Keiah Land
Client Service Associate
T'Keiah is the first person you see when you walk in the doors of our office. She is detail oriented to ensure things are done correctly the first time.
Lucy Nelson
Marketing Coordinator
Lucy is our Marketing Guru. She leads all efforts with our presentations, webinars, social media, email communications, video content and more.
Annika Hansen
Operations Manager
Annika welcomes the opportunity to keep moving the company forward with this model, along with promoting the company's core values. Annika is passionate about the success of everyone around her.
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OFFICE LOCATION
8000 W 78th, Suite 415
Edina, Minnesota 55439
952-222-BOSS
Mark@ExitwithBOSS.com
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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