PUNCH & ASSOCIATES INVESTMENT MANAGEMENT - Key Persons
Alicia Tompkins joined Punch & Associates in July 2022 as a Senior Systems Analyst. She brings over a decade of operations and accounting experience in the financial services industry to our team.
Alicia graduated with a B.S. in Business Administration from Metropolitan State University and an A.A.S. in Financial Accounting from Rasmussen College. Alicia ensures our data systems run smoothly and accurately. She lives in Edina with her husband and their two boys. Between kids' sports and activities she enjoys flower gardening and spending time outside with the family.
Job Titles:
- Director & Senior Client Specialist, Wealth Strategies Group
Job Titles:
- Chief Executive Officer
- Managing Partner
As Chief Executive Officer, Andy provides vision and direction for Punch & Associates. He leads the firm's culture, motivating the quality and character of the team and inspiring a relentless dedication to Punch's clients. Andy remains closely involved in all aspects of advisory services at the firm while giving colleagues clarity and helping them focus within their strengths. Andy is passionate about alignment and an organizational design that enables clients and colleagues to achieve a vision that is beyond themselves.
Andy has been a managing partner of the firm since its founding in 2002, leading Punch to become a highly unique and differentiated advisory and asset management firm. Never content with the status quo, Andy insists on defining and delivering purposeful results, inspiring others with a rare combination of humility and humor.
Job Titles:
- Client Specialist, Wealth Strategies Group
Job Titles:
- Assistant
- Senior Executive
Candice Larson joins Punch & Associates with over twenty years of administrative experience. She spent seven years within UnitedHealth group in administrative supervisory roles and as a project manager to the head of marketing at OptumHealth. She then served as the executive assistant to the Chairman & CEO of The Valspar Corporation. Before joining Punch, Candice started Mighty Girl Friday, a virtual executive assistant services LLC.
Candice attended California State Northridge and the University of Arizona where she studied archaeology and design.
Candice loves international travel and has seen much of the globe. She is a voracious reader and enjoys word games, mountain biking, gardening, yoga, music and is passionate about animals. She recently served on the board of directors for Minneapolis Animal Care and Control. Candice lives in Waconia with her husband Steve and her rescue dog, Starla.
Carrie Jensen joined Punch & Associates in the fall of 2022 as the firm's Front Office Coordinator. Previously she taught second grade for 20 years and spent the last five years of her career serving as an Administrative Assistant. Carrie is looking forward to supporting the team at Punch & Associates and getting to know our clients.
Carrie graduated with a Bachelor of Applied Science from the University of Minnesota - Duluth, majoring in Elementary Education and minoring in Psychology. Later she earned her Master of Arts in Education from Saint Mary's University. She grew up in Minneapolis and now lives in Minnetonka with her husband and daughter. In her free time Carrie enjoys paddle boarding, yoga, traveling, and spending time together with family and friends.
Job Titles:
- Chief Financial Officer
- Senior Advisor
Job Titles:
- Senior Client Specialist, Wealth Strategies Group
Howard Punch - Chief Investment Officer
Job Titles:
- Managing Partner
- Managing Partner, Wealth Strategies Group
Job Titles:
- Director of Administration
Julie Boehmke is the firm's Director of Administration. Julie oversees much of the behind-the-scenes operations at Punch, including human resources and benefits, facilities management, and technology.
Julie joins us after many years in firm administration at several local law firms. She has lots of experience wearing multiple hats and prides herself on adapting to any firm need. Julie strives to bring a can-do attitude to her daily work and strongly believes the first step to solving any problem is to meet it with a smile.
At home, Julie enjoys spending time with her husband, Brian, and their two daughters. They love living in the country in the south metro, although their farm life is limited to a large dog and two cats. Julie also loves to cook and bake, read, and travel whenever she can.
Job Titles:
- Marketing and Events Manager
Job Titles:
- Associate
- Research Analyst
- Punch & Associates As an Associate Research Analyst
Linnea joined Punch & Associates as an Associate Research Analyst on the Investment team after interning the fall of 2020 and summer of 2021.
Job Titles:
- Systems Reconciliation Analyst
Job Titles:
- Senior Client Specialist, Wealth Strategies Group
Miraya is the proud owner of a Political Science degree from the University of Minnesota and an even prouder Golden Gopher, which means she never misses a chance to catch a game at TCF Bank Stadium or The Barn-not surprising for someone with a "work hard, play hard" motto. Speaking of playing hard, she's a big fan of snowmobiling, boating, golfing, and traveling with her equally fun-loving hubby. If you need a good beach read or book club selection, just ask Miraya. She's often pages deep into her book du jour and is more than happy to discuss its merits with you at length. That is, unless a client needs her attention. Then you'll just have to wait.
Job Titles:
- Director of Research
- Managing Partner
- Portfolio Manager
Ruth Langworthy joined Punch & Associates in June 2019 as an Advisor. Ruth works with clients in the areas of financial, charitable, and estate planning. Prior to joining Punch, Ruth was an estate planning attorney at a law firm in Chicago. She also assisted donors with complex charitable gifts as part of the planned giving team at Wheaton College.
Ruth is an honors graduate of both Wheaton College, where she double majored in history and philosophy, and the University of Minnesota Law School. In her free time, she enjoys cooking, reading, and playing with her young children.
Sam Sheldon joined Punch & Associates as an intern in June 2016, while attending the University of St. Thomas. After graduating in May 2018 with a BA in Financial Management, he joined the team full-time as an investment research analyst.
During his time at St. Thomas, Sam led the University's Investment Club and is now studying for the CFA exams. Sam completed Level One of the CFA® Program in early 2023, and he is currently studying for Level Two of the Chartered Financial Analyst® designation. In his free time, Sam enjoys boating on White Bear Lake, cheering for the Green Bay Packers, and playing an occasional round of golf.
Todd Spicer - Chief Compliance Officer