CAHILL FINANCIAL ADVISORS - Key Persons
Job Titles:
- Client Services Specialist
- Inc. As a Client Services Specialist
Amy joined Cahill Financial Advisors, Inc. as a Client Services Specialist. With over 17 years of customer service experience, Amy comes to our firm ready to help us meet the needs of our clients, in addition to supporting the advisors.
Time away from Cahill includes activities with her husband, two active children and a labradoodle. Amy enjoys all outdoor activities, running, cooking, baking and gardening, as well as volunteering for her children's schools and sports teams.
Job Titles:
- Board Member With BestPrep
- Principal - Wealth Management
Andy joined Cahill Financial Advisors, Inc. in October of 2020 as a principal of wealth management. He has more than 20 years of experience in the financial services industry and treasures the relationships he has developed with his clients during that time. His focus has been on creating a comfortable environment for his clients, which helps foster long-term relationships. Andy graduated from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant®.
Andy comes to our firm with his team members Ben Setterlund and Scot Bolland.
He lives in St. Louis Park with his wife, Sarah, and their kids, Jack and Tyler. Andy is an active board member with BestPrep, a member of the Financial Planning Association and is an avid volunteer coach - at least until his kids outgrow his expertise.
Anna works directly with Scott Oeth and Kevin O'Laughlin as the Team Operations Manager, providing operational and client support. Anna has worked in the financial services industry for 12 years, specializing in operations management and advisor support.
Outside of work, Anna enjoys any type of outdoor activity including hiking, camping, kayaking and spending time at the lakes with her family. She has a passion for art and music and loves exploring the Minneapolis art festivals and local music scene.
Job Titles:
- Principal - Wealth Management
Ben joined Cahill Financial Advisors, Inc. in October of 2020 as a principal of wealth management. He became interested in the stock market when his grandparents bought him a stock at the age of seven, and he transitioned this passion to a full-time financial planner directly out of college in 2001. Shortly thereafter he partnered with Andy and they helped start up a national medical division focused on physician planning. He continues to work with many of these same clients today, with a mission of empowering them to maximize their happiness. He believes that by using qualitative tools alongside quantitative discovery we can better understand how to fully assist each client's path.
Ben comes to our firm with his team members Andy Tate and Scot Bolland.
Ben believes in life-long learning and recently earned his Masters in Spirituality & Leadership at St. Kate's. In his spare time, he enjoys not breaking 100 on the golf course, hiking, camping, nature, reading, and volunteering. He spends most of his time in Duluth with his significant other, Jenna, her two amazing kids, and their three average dogs.
Job Titles:
- Operations Manager
- Inc.'S Operations Manager
Caitlin is Cahill Financial Advisors, Inc.'s Operations Manager. She has worked in project management in numerous industries, bringing a great level of detail and experience to the team.
Outside of the office, Caitlin enjoys outdoor activities like hiking, kayaking and camping. She also enjoys traveling and being creative with pottery, sewing, and woodworking.
Crystal joined our team in 2011. She works closely with Cahill principals and staff professionals in a partnership to maintain a strong culture of compliance to regulatory policies. With a focus on internal organizational systems and technology integration, Crystal enjoys the opportunity to make it possible for the advisors to spend less time on back-office tasks and more time with clients.
In addition to these roles, Crystal organizes our Cahill Community Investment program, and loves the opportunity to connect with local organizations who are working to improve the lives of the Twin Cities community.
When Crystal is not in the office, she enjoys photography, cooking, exploring the Twin Cities music and arts culture, travel, and spending time with her family.
Derek has been in the financial industry for over a decade. He started his career in banking at a large institution and then at a local community bank where he specialized in commercial and personal lending solutions. Before coming to Cahill, he most recently worked with high-net worth clients at a large national bank and a then as an advisor at a Registered Investment Advisor located in the Twin Cities. Derek specializes in developing and delivering highly customized financial plans to clients that align with their goals, priorities and values. Beyond that, he continually collaborates with clients to ensure they are on track to reach their goals.
Derek is a part of Scott Oeth's team and works closely with Kevin O'Laughlin and Anna Emerson to deliver high quality services to their clients at Cahill Financial Advisors, Inc.
Derek is a graduate of the University of St. Thomas where he received a B.A. in Finance and Marketing. He resides in Victoria with his wife, Britany, and his two daughters, Penny and Charlotte. Away from the office, Derek enjoys spending time with his family, reading, golfing and playing some occasional basketball.
Job Titles:
- Principal
- Principal - Wealth Management
Diane is a principal at Cahill Financial Advisors, Inc., specializing in comprehensive financial planning, tax planning, and estate planning.
Diane has provided trusted, objective and competent advice to Fortune 500 executives, family offices, entrepreneurs and high net worth individuals. In addition, Diane has served on several non-profit boards including the Anoka Area Chamber of Commerce Board of Directors. She is active in her family's business succession and legacy planning.
Diane is committed to developing long-term relationships with clients by partnering with them to ensure their financial goals are continually monitored and updated. "Working with you helps me sleep better at night," is one of the greatest compliments Diane has received in her career.
In her free time, Diane enjoys spending time with her husband watching their four children's sporting events. She also enjoys golf, running and traveling.
Job Titles:
- Principal - Wealth Management
Greg has dedicated his career to helping people achieve financial security and success. As a CERTIFIED FINANCIAL PLANNER™ professional and principal with Cahill Financial Advisors, Inc., Greg advises individuals, executives, and business owners in developing, strengthening, and achieving their financial goals. With over 15 years of professional experience, capitalizing on international travel and study, Greg has a proven track record of success.
Greg has an invaluable ability to talk through complicated financial manners in a calm, direct and understandable way that ultimately empowers his clients to achieve their financial goals. His dedication to assisting clients manage their finances and wealth is rooted in his professional experience and education, but also, in his personal experience as a father. Greg knows firsthand the importance of establishing and achieving short and long-term professional and personal financial goals.
Greg lives in St. Anthony Village with his wife, Kristin, and their three children. In his free time, he enjoys swimming, running, hiking, attending local sporting events, and spending time with his family. He also spends a fair amount of time perusing the most up-to-date financial websites.
Job Titles:
- Financial Planner
- in 2021 As a Financial Planner
Hugh joined Cahill Financial Advisors in 2021 as a Financial Planner, specializing in comprehensive financial planning. After working 23 years in corporate human resources management, he decided to make a career change to the financial services industry. His deep interest in personal finance and investing, and the satisfaction gained in helping friends and family make better financial decisions led Hugh to make the change. Hugh joined Cahill because he wanted to work in a growing advisory practice that fully embraced the fiduciary, fee-only advice model.
Hugh completed his Certificate in Financial Planning through the College of Financial Planning and passed the CERTIFIED FINANCIAL PLANNER™ exam. He is excited to continue to develop his professional experience serving our clients.
Hugh is part of James Bryan's team and works closely with Victoria Simpson to deliver high-quality services to their clients.
Hugh is a graduate of the University of Michigan (B.A. History), Butler University (M.A. History) and the University of Illinois (M. Ed.). He also served as a commissioned officer in the United States Navy for seven years. Hugh calls Chaska, MN home and enjoys spending time with his wife, Amanda, and two sons, Cooper (17) and Nicholas (8). Outside of work, he enjoys running, reading on a wide range of topics and spending time outdoors. Canoeing in The Boundary Waters Canoe Area Wilderness is one of his great passions.
Job Titles:
- Principal
- Member of the Disciplinary and Ethics Commission Board for the Certified Financial Planner Board of Standards
- Principal - Wealth Management
James is a principal at Cahill Financial Advisors, Inc., specializing in comprehensive financial planning and goal oriented investment management. Since entering the financial services industry in 1993, his knowledge as an advisor, tenure as a small business owner and experience caring for an elderly parent have proven to be assets to his clients.
James joined Cahill Financial Advisors in 2009 and considers the decision to join Cahill and practice under the Fiduciary Standard among his best career decisions. "The fee-only advice model reduces conflicts of interest and creates greater emphasis on the quality of advice our clients deserve. Equally as important, the team here at Cahill Financial Advisors shares my passion for high quality service."
James currently serves as a member of the Disciplinary and Ethics Commission Board for the Certified Financial Planner Board of Standards. He has been quoted on financial matters in local columns as well as Forbes, The BBC, Investors Business Daily and U.S. News and World Report.
James and his wife, Laura, live in Chaska, MN with their three children. Outside of the office, he enjoys family time, reading, outdoor recreation, movies and traveling to national parks and places of historical interest.
Jeff is the President and owner of Cahill Financial Advisors, Inc. He specializes in providing complex and innovative financial solutions to individuals and families to create a plan designed to realize long-term goals.
Jeff and his wife Alley live in Edina with their four children. He is very active in the Edina community as a member of the Rotary Club of Edina and served as club President in 2014-2015. He is a current board member and Treasurer for the Edina Athletics Booster Club, has served on the board of the Edina Community Foundation and is currently a Director Emeritus. He is the immediate Past-President of the Normandale Lutheran Church Foundation, and is also a member of the Edina Chamber of Commerce, the Financial Planning Association and a past board member of the Southdale YMCA.
Job Titles:
- Financial Planner
- Financial Planning and Investment Manager
- Team Operations Manager
Kevin has been a comprehensive financial planning and investment manager with over 19 years of experience helping families make informed financial decisions that align with their personal values. Kevin specializes in helping executives navigate, and create context around, the unique complexities of equity-based compensation and concentrated position planning on the path to achieving their goals.
A past board member of the Financial Planning Association of Minnesota (FPA), Kevin remains an active volunteer and committee member. A sought-after expert in financial planning and investment management, Kevin has appeared in numerous publications, including Wall Street Journal - MarketWatch, Minneapolis Star Tribune, KARE-11 TV, Esquire Magazine, Minnesota Parent, and Minneapolis Southwest Journal.
Kevin is part of Scott Oeth's team and works closely with Anna Emerson to deliver high quality services to their clients at Cahill Financial Advisors, Inc.
Kevin is a graduate of Gustavus Adolphus College, where he was a two-time NCAA Division III All-American swimmer. Kevin calls SW Minneapolis home and enjoys spending time with his young kids, Quinn (6) and Ryan (4) and family dog (Rico). When away from the office and not involved in kids activities, Kevin can be found biking, golfing, paddling, rock climbing or just simply spending time outdoors.
Kristy has over 15 years of experience in the financial services industry. She has a genuine interest in working with clients and meeting their needs while providing exceptional customer service and advisor support.
Kristy enjoys spending time with her family at the cabin, boating and traveling in her free time.
Job Titles:
- Advisor
- Support Specialist
Mary works directly with Richard Filippone as an Advisor Support Specialist. She has over 20 years of experience in the financial services industry, specializing in operations management and analytics.
Outside of work, Mary enjoys spending time with friends and family, and outdoor activities like hiking, kayaking, biking, and playing tennis. She also spends her free time exploring the local arts culture and music scene, and volunteering at a local food shelf.
Job Titles:
- Inc. As the Newest Member of the Operations Team
- Operations Support Specialist
Megan joined Cahill Financial Advisors, Inc. as the newest member of the Operations Team. She brings with her several years of experience in the finance industry, and will assist our team with operational and compliance support and maintenance.
Outside of the office, Megan spends time golfing, hiking, and traveling. She likes to spend her free time with friends and family and loves to attend local food and music events.
Job Titles:
- Principal - Wealth Management
Michelle has been in the insurance and investment industries since 1979. Focusing on financial planning strategies for individuals, families, and small business owners, she coordinates with various other professionals to provide clients with insurance and estate plans, emphasizing both the creation of and preservation of wealth for current and future generations.
Michelle is active in leadership roles at her church, and for more than 20 years has facilitated multiple small group studies through Crown Financial Ministries. Married for 39 years, Michelle has two adult children and two grandchildren. She enjoys time with her family, working out, biking, hiking, reading, and global travel with her family and friends.
Job Titles:
- Principal - Wealth Management
- Principal With
Nick is a principal with Cahill Financial Advisors, Inc., and a CERTIFIED FINANCIAL PLANNER™ professional. He specializes in fee-only holistic wealth management with a focus on developing a clear, comprehensive financial strategy for wealth accumulation, protection, and distribution designed to coordinate your financial objectives. As a fiduciary, he provides the standard of care by putting his client's interests first, above all else.
Outside of the office, Nick lives in Minnetonka with his wife, Gina, and their three kids. In his free time, he enjoys spending time on the golf course, attending local sporting events and working on various projects around the house.
Job Titles:
- Advisor
- Support Specialist
- Principal - Managed Accounts
Rich has been working in the financial asset management industry for over 30 years. His past experiences at insurance companies, banks, trust companies, and investment advisory firms have garnered him a proven ability to manage asset portfolios. He has an extensive background in portfolio management with multi-market, multi-style strategies. He has received numerous honors and awards in his tenure and continues to give back by being a guest lecturer in college classrooms. He is also in the process of writing a book on common sense investing.
Scot joined Cahill Financial Advisors, Inc. along with Andy Tate and Ben Setterlund in the fall of 2020. He has worked with them as their Practice Coordinator for over 15 years and has more than 20 years of experience in the financial services industry. His focus includes client service and financial plan execution. He is passionate about helping people and takes pride in teaming with clients to work toward reaching their goals.
Scot lives in Maple Grove with his wife, Jean, and kids, Jordan and Ellie. In his free time, he enjoys riding his bicycle(s) and leads several group rides from his local bike shop each week. When he's not riding, he can usually be found working on the latest home improvement project.
Job Titles:
- Financial Planner and Investment Manager
- Principal - Wealth Management
Scott is a comprehensive financial planner and investment manager. He has a practice specialty in working with executives on equity-based compensation strategies, including stock options, restricted stock, non-qualified deferred compensation, and concentrated stock positions. Scott is also noted for his retirement planning and wealth accumulation abilities. In addition to working with clients in his practice, Scott has taught hundreds of financial professionals retirement planning wealth management strategies, both as an Adjunct Professor in the university setting and in corporate training roles. Scott is frequently sought after as a speaker, media commentator, and has been called on as an expert witness. Scott blogs about wealth management topics at www.ScottOeth.com.
Scott works with a dedicated team of financial professionals to deliver the quality of service you have grown accustomed to. Kevin O'Laughlin and Anna Emerson partner with Scott to deliver financial planning and operations resources.
Outside of the office Scott does not golf; he paddles, hikes, camps, and hits volleyballs! Scott and his wife, Linda, write about their outdoor adventures at www.BullMoosePatrol.com, and periodically lead outdoor group trips and teach wilderness skills and survival courses. Scott is an active volunteer with the local Boy Scout council, and with the Scout's Northern Tier National High Adventure Bases. Scott captained the 2009 USA Volleyball AA National Championship team, has played in two NCAA Final Four Championships, and has been named a USAV & AAU volleyball All-American.
Experience
Principal - Wealth Management - Cahill Financial Advisors, Inc.
Adjunct University Faculty, Certified Financial Planner™ Program - Minnesota State University, Mankato
Adjunct University Faculty, Certified Financial Planner™ Program - University of Wisconsin, River Falls
Advisor, Advanced Planning Committee Chair - Vector Wealth Management
Advisor, Investment Policy Committee - White Oaks Wealth Advisors
Sales Consultant - American Express Financial Advisors
Manager of In-Store Banking - The Park Bank
Job Titles:
- Client Services Specialist
Victoria joined Cahill Financial Advisors as a Client Services Specialist, working directly with James Bryan and Hugh Harvey. She has worked in financial support roles for many years and brings a wealth of career knowledge and experience to the firm. Victoria specializes in advisor support and proudly provides elite customer service to her clients.
Prior to emigrating to the U.S., she was a member of the British Freestyle Ski Team for 11 years and represented Great Britain at the 1992 Olympics in Albertville, France. Victoria resides in Excelsior, MN with her fiancé, Stefan. She loves to travel, enjoys gardening, and likes to re-create food recipes from around the world.