FFP WEALTH MANAGEMENT - Key Persons

Job Titles:

• Associate
• Financial Paraplanner

Job Titles:

• Administrative Assistant
• Associate
• Administrative Assistant / Client Service

Jordan is the Administrative Assistant for FFP Wealth Management. Her previous experience in the financial industry has been an asset to FFP since she became a member of the team in September of 2021. Some of her roles include opening and maintaining client's financial accounts, processing money movement, maintaining advisor's calendars, drafting client correspondence, database management, and providing exemplary customer service to clients and vendors. Jordan resides in Rogers, MN with her husband Nick. In her spare time she loves trying new recipes, spending time with friends and family, and flawlessly quoting movies while making the Staff at FFP laugh.

Job Titles:

• Associate
• Chief Investment Officer
• Principal
• Principal / Wealth Advisor

Tony is a principal and Chief Investment Officer of FFP Wealth Management. He also serves on FFP's investment committee. Tony is a public speaker throughout the community for news stations, employer events and conferences. Tony focuses on investment research and management of the portfolio strategies utilized in client accounts. Tony also designs and implements comprehensive financial strategies aimed to lower income taxes, insurance costs and interest expenses, without selling any financial products. As a fiduciary, Fee-Only Advisor, he believes the advice is the product. Tony currently resides in Maple Grove with his wife and daughter. He enjoys spending his free time golfing, traveling and spending time with family and friends.

Job Titles:

• Associate
• Tax Preparer

Ursula is a Tax Preparer for FFP Wealth Management. She joined the CPA industry in 1983 after graduating with a Bachelors in Accounting from Western Michigan University. She worked in a CPA firm, becoming partner in 1989 - 2013. During her time in public accounting she specialized in audit, accounting and tax preparation for individuals, business, estates, trusts and non profits, succession planning for business and estates, strategic planning for both start up and ongoing operations. Industries Ursula has been involved with include manufacturing, wholesale, retail, medical professionals, service companies and not-profit sectors prior to her joining our team in January 2020. Ursula has served on many community boards in the past including Chamber of Commerce, Community Foundation and others. She continues to serve as a volunteer and District Treasurer with St. Vincent DePaul. Ursula is married and together they have two married children, a grandchild and two golden retrievers, all of whom she enjoys spending time with.