DIVERSIFIED WEALTH MANAGEMENT - Key Persons
Job Titles:
- Member of the Operations Team
- VP of Client Operations
Abbey Neptune has specialized in helping businesses with their retirement plan solutions. Abbey has 20 years of experience in the financial services industry. During her career, she has worked as an Account Executive, developing and managing relationships with small and mid-market industry clients. In her role as a Client Relationship Manager, Abbey specialized in 401(k) Plans, common remitter processing for multiple employer entities and servicing large plan filers. She is a valuable resource by delivering unique insights and proven expertise in the retirement industry. Abbey has received numerous praises for her customer service skills.
Job Titles:
- Director of Planning Services
Job Titles:
- Financial Consultant
- Partner
Job Titles:
- Director of Client Advice & Planning
Doug began his career as a consultant in the banking industry, where he held sales, marketing and management positions with NCR, AT&T and Banctec Financial Systems. He became a stockbroker and portfolio manager in 1997, training with New York based Salomon Smith Barney. In 2002 he moved his practice to AXA Advisors in order to concentrate on financial planning. Doug became a Divisional Vice President with AXA and subsequently retired in order to devote his attention full time to his clients. He became a Partner with Diversified Wealth Management in 2011.
Doug holds FINRA series 7, 24,51, 63 and 65 licenses.
Job Titles:
- Financial Advisor and Medicare Specialist
Holly Gruba has worked with Securities America for three years as a Registered Assistant and recently became a licensed Financial Advisor with Securities America when she joined the Diversified Wealth Management offices. She has over 15 years of experience in office management, finance and human resources. Holly works with five Financial Advisors in three Diversified Wealth Management offices between Fargo and Jamestown. She lives in Fargo ND with her husband.
Job Titles:
- Financial Advisor
- Financial Adviser With a Focus on Wealth Management
Jameson is a Financial Adviser with a focus on Wealth Management, Retirement Income Planning, and Estate Planning. He also engages in multi-generational planning by providing a seamless transition of service and assets from one generation to the next.
Jameson graduated with honors from the University of North Dakota. He holds FINRA series 7, and 66 licenses, and is currently enrolled in the College for Financial Planning. He also holds insurance licenses for Life & Annuity, Accident & Health, and Variable Life &Annuity.
Jameson was born and raised in Bismarck, ND. He returned to Bismarck after living in Fort Collins, CO where he worked for Anheuser-Busch and Halliburton. Jameson is an avid audiophile who spends his free time listening to music with his wife Erin, and their sons Levon and Eugene.
Job Titles:
- Director of Client Services
- Member of the Operations Team
Job Titles:
- VP of Insurance and Retirement Planning
Job Titles:
- Director of Operations
- Member of the Operations Team
Job Titles:
- Member of the Operations Team
- Director of Operations and Client Services
Job Titles:
- Member of the American Institute of Certified Public Accountants
- VP of Planning & Portfolio Management
Martin is passionate about helping clients live great lives while achieving financial freedom and prosperity. To execute this, Martin delivers comprehensive financial planning, investment advisory, and strategic portfolio management services.
Prior to joining Diversified Wealth Management (DWM), Martin obtained his CPA and began his career as an accountant at PricewaterhouseCoopers (PwC). After leaving PwC, Martin spent several years conducting financial analysis for large corporations. Most recently, Martin conducted investment analysis, portfolio management, and business development for an ultra-high net worth family investment office. Martin joined DWM to bring his experience with the tools and processes of institutions and the ultra-wealthy to individuals and small businesses.
Active in professional and community organizations, Martin is a member of the American Institute of Certified Public Accountants, serves as the board treasurer for a Catholic ministry, and mentors a number of young professionals.
CPA (MN) - Certified Public Accountant: A designation issued by each state, Martin's license was issued by the Minnesota Board of Accountancy.
Job Titles:
- Independent Financial Advisor
Job Titles:
- VP of Investment and Insurance Planning
Job Titles:
- Independent Financial Advisor and Partner
Job Titles:
- Member of the Operations Team
- VP of Compliance and Supervision
Job Titles:
- Managing Partner
- President
Todd began his career in the financial planning industry in 1994. Since founding Diversified Wealth Management in 2003, the firm has expanded to 50 financial professionals (plus staff) in multiple locations throughout Minnesota, North Dakota, South Dakota and Wisconsin.
Todd works with individuals and small business owners doing comprehensive financial planning, wealth management and retirement plans for small businesses. Todd also acts as managing partner for the Independent Financial Advisors Consortium (IFAC). The IFAC is a network of advisors that operate independently, but share knowledge and expertise to enhance the services they provide to clients.
Todd holds a diverse array of advanced financial services designations that illustrate his expertise in a variety of investment management and financial planning areas.
Job Titles:
- Executive Assistant
- Member of the Operations Team