Your Financial Team

Aaron is a founding partner of GT Financial Advisors, LLC and has worked as a financial services professional since 1997. His practice centers on financial planning and wealth management for families and small businesses. Aaron grew up...

Brock focuses his expertise on helping our clients preserve and grow their assets. Though he specializes in a variety of disciplines, Brock thrives in building lasting relationships with clients and understand the intricacies of their...

An expert greeter since 2015, Champ thinks that all dogs and humans should be his best friends. When he is not sneaking naps on the couch at home (bad dog), he enjoys joining Aaron in the office on Friday afternoons. He’s looking...

Doug is a founding partner of GT Financial Advisors, LLC and has worked as a financial services professional since 1988. Doug specializes in helping clients achieve greater independence by providing families and small businesses with a...

Drew started his financial career with Woodbury Financial Services, where he specialized in operations and customer service. His extensive experience in servicing client portfolios has established Drew as a fundamental member of the GT...

Emma grew up in St. Paul, MN and attended the University of Wisconsin-Stout where she received a Bachelor of Science in Business Administration with a double minor in Economics and Finance & Investing. Following graduation...

Jay is a Certified Financial Planner Practitioner, Investment Advisor Representative (with Woodbury Financial Services, Inc.) and Behavioral Economist. He has been advising clients since 1999, and has a great understanding on how...

Since 2005, Jessica has delivered clients leading financial strategies that help them take charge of their life. As an Investment Advisor Representative at Woodbury Financial Services, she focuses her expertise on helping...

Josh focuses his expertise on helping our clients preserve and grow their assets. Though he specializes in a variety of disciplines, Josh's primary role centers around researching investments, as well as in-depth analysis ...

Born in Thailand, Mai and her family immigrated to Saint Paul, MN before she was one year old. Growing up as a Minnesotan, she joined the Golden Gophers at the University of Minnesota – Twin Cities...

Nathan has has worked as a financial services professional since 2007 with Woodbury Financial Services where he served as a Senior Director of Advisor Support. Nathan’s broad experience in the financial services industry allows...

As our communications manager, Sarah has proven skills in leadership, corporate training, tech writing, process improvement, project management and customer service. Extensive experiences in the financial services industry since 2010,...

Tana is our Client Relationship Manager and joined our team more than 10 years ago. She has been in the financial services industry since 1997, including experience working with Woodbury Financial Services, GT Financial Advisors'...