WE GO THE EXTRA MILE FOR OUR CLIENTS
As our name suggests, we love playing hard in the Great Outdoors. Whether it’s canoeing in the Boundary Waters, hiking,
running a first half marathon (Congrats Felipe!), mountain biking, or making it to the Olympics in cross country skiing (Chapeux,
Brian!), the tools we use to reach our goals out there are the same tools we use every day to help our clients reach their financial goals.
Craig Rudd
LPL Investment Advisor Representative
From an early age, Craig learned from his parents the importance of sound money management. His family didn’t have a fortune, but, through careful planning and wise decision making, they made their money go a long way. In fact, not only did Craig’s parents provide for all the necessities, they also saved enough to take the whole family on regular major road trip vacations. Even though the trips were every other year, it’s something that made a big impact on Craig. He grew up wanting to help other families the same way: developing strategies that make their money go further, so they can have more opportunities. Craig became a financial advisor in 1966. He currently manages the Golden Valley office and is the primary advisor for many of the firm’s clients. Craig and his wife Kim have two daughters, Hanna and Leah. Craig and his whole family are competitive cross-country skiers and mountain bikers. And just like his parents did, he loves to take his whole family on big paddling vacations, at least every other year. Craig is an LPL Registered Representative, LPL Investment Advisor Representative, and a licensed insurance agent.
Brian Gregg, CFP®, APMA®
Certified Financial Planner™
LPL Investment Advisor Representative
“Work hard. Dream Big. Have fun. Enjoy Success. And Inspire Others.” These words have served as compass headings in Brian’s life. As a 2014 Olympian in cross-country skiing, Brian learned how to turn a big dream into a reality. He mastered the process of setting clear goals, making a sound plan, and committing to a full-send work ethic that took him across the finish line. Now, by using the same basic tools, he helps his clients realize their financial dreams. When he’s not at his desk, he’s usually out skiing, running, hiking, or roller skiing. His wife Caitlin is a 2010 Olym- pian and 2015 World Champion Bronze medalist. They both still race, and they like to keep “the youngsters honest.” They share their passion for sports and the Great Outdoors with their two daughters, Heidi and Brooke. Brian is an LPL Registered Representative, LPL Investment Advisor Representative, and a licensed insurance agent. In addition to investment management, Brian also offers long-term strategic financial planning and tax planning.
Felipe Ramirez
Client Service Associate
Felipe graduated the University of Northwestern – St, Paul with a bachelor’s degree in business administration and a minor in Biblical studies. During his time at Northwestern, he participated in football and track and field. Felipe’s passion for financial planning was sparked by a college internship, which inspired his career path. At Portage, Felipe oversees operations and client services. If you have questions regarding scheduling, cash requests, deposits, beneficiary changes, or other inquires, Felipe is your guy. For most clients, Felipe is the first point of contact at the firm. He lives in Lakeville with his wife Madison and their daughter Ayla. In his free time, he enjoys fishing, hunting, snowboarding, mountain biking and traveling.
Zach Senner
Client Service Associate
Zach is a graduate from Montana State University with a Bachelor of Science in Psychology. He became interested in financial services after seeing the impact effective financial planning and stewardship had on his Grandparents. This inspired him to become part of a team that provides top-tier service to the clients we serve. Zach is passionate about learning from his experienced team members and assisting them anyway he can in helping to manage our client’s needs. Zach grew up in Redmond, Oregon, where he fell in love with the Great Outdoors. In his free time, he likes to read, swim in one of the local lakes, and plan his next epic adventure with his wife, Leah.
