Craig Rudd

LPL Investment Advisor Representative

A graduate of Bemidji State University with a Bachelor of Science Degree in Finance, Craig has been a financial advisor since 1996 and is passionate about comprehensive financial planning. He is currently responsible for managing the Golden Valley office, mentoring the staff, building our investment models, and is the primary advisor for many of the clients our firm works with. Craig and his wife, Kim, are residents of Plymouth, MN, and are the parents of two adult children. Craig's hobbies include travel, mountain biking, cross-country skiing, and spending as much of his free time exploring the outdoors.
Craig is an LPL Registered Representative, LPL Investment Advisor Representative, and a licensed insurance agent.

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Brian Gregg

Certified Financial Planner™

LPL Investment Advisor Representative

"Work Hard, Dream Big, Have Fun, Enjoy Success, and Inspire Others” As a 2014 Olympian in cross-country skiing, I enjoy the process of setting goals and optimizing performance so you can live and give well. I enjoy going beyond just investment management and offering long-term strategic financial planning and tax planning. I believe in offering a referrable level of service to you and have enjoyed growing with the families we serve.

I like to work hard and play hard. You will often find me out skiing, running, hiking, or roller skiing when I am not at my desk. My wife, Caitlin, is a 2010 Olympian and 2015 World Championship Bronze medalist. You often find us racing the fastest version of ourselves on a given day and trying to keep the youngsters honest. We love to ski and play outside with our daughter. We live in North Minneapolis and spend much time in Theodore Wirth Park. We enjoy volunteering with the Loppet Foundation and inspiring others, especially youth, to live healthy lifestyles.

Brian is an LPL Registered Representative, LPL Investment Advisor Representative, and a licensed insurance agent.

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Felipe Ramirez

Client Services Associate

Felipe is a 2020 graduate from the University of Northwestern St. Paul with a bachelor's degree in Business Administration and Biblical Studies. Felipe participated in football and track and field at the University of Northwestern St.Paul. Felipe's passion for financial planning services came from his internship that he had during college. What he liked the most is seeing the difference and impact people in the financial industry have on people. Felipe grew up in Faribault, MN with his two siblings and two puppies. Felipe's hobbies include being at the lake, fishing, hunting, snowboarding, traveling, and spending quality time with family.

C Shawn Jarvinen

LPL Investment Advisor Representative


For over two decades, I’ve provided clients the support they need to identify their goals and develop sound plans for their financial future. You'll enjoy the added confidence of knowing that in addition to my professional experience, I am supported by seasoned professionals at Preferred Resource Group in Minnesota, and LPL Financial, the largest* independent broker-dealer in the United States.

Success should be measured not just by your financial well-being but by how confident you feel about your future. My mission is to help you address your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you pursue your goals, helping give you confidence regarding your financial future.

I enjoy cross-country skiing and hiking in national parks and forests. 

Bachelor of Arts from Hamline University 
LPL Registered Representative, LPL Investment Advisor Representative, and a licensed insurance agent. 

*As reported by Financial Planning magazine, 1996-2023, based on total revenue.

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