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Independent Fiduciary Advisors

Our Advisory TEAM

At Guardian Wealth Strategies, you don't just get an advisor, you get an advisory team. Our office of professionals work collaboratively to ensure that every element of your financial plan is efficient and positioned for the best outcomes.

Gregory J. Gassert, CFP® Photo Gregory J. Gassert, CFP® Hover Photo
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Gregory J. Gassert, CFP®

Partner, Sr. Wealth Advisor

Gregory J. Gassert, CFP®

Partner

Sr. Wealth Advisor


Gregg is a founding member and Managing Partner of Guardian Wealth Strategies. He has over 20 years of industry experience as a Senior Wealth Advisor – eight of which were spent leading a team of advisors and support staff for the TIAA Minneapolis office. Gregg graduated from the University of Wisconsin Madison, and received his Certificate of Financial Planning (CFP®) from the University of St Thomas. 

Gregg has a passion for simplifying complex financial concepts into easy-to-understand language that clients with diverse backgrounds can understand. His professional standard is to create a thoughtful, client-centered culture that promotes long-term relationships.

When he is not navigating through the individual variables of financial plans, Gregg and his wife can be found supporting their four children as they participate in a variety of activities including hockey, soccer, piano and gymnastics.

 

Brent D. Hoppe, AAMS® Photo Brent D. Hoppe, AAMS® Hover Photo
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Brent D. Hoppe, AAMS®

Partner, Sr. Wealth Advisor

Brent D. Hoppe, AAMS®

Partner

Sr. Wealth Advisor


Brent is a founding member and Managing Partner of Guardian Wealth Strategies. He brings a unique talent to the Guardian leadership team. Brent graduated from Hamline University with a degree in Education and has over 20 years of experience serving clients with college and university career backgrounds.

Brent has a passion for coordinating the different components of a client’s profile (investments, taxes, estate planning, etc.) into an efficient and integrated financial plan.

Brent and his wife enjoy spending time at their cabin on the North Shore with their two young daughters. While “up north,” Brent also finds time to support and engage Guardian’s northern Minnesota clientele.

 

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Benjamin C. Olson

Business Development, Wealth Advisor

Benjamin C. Olson

Business Development

Wealth Advisor


Ben  began his carrier in business and personal finances in 2002. His addition the the Guardian team in 2017 has helped expand Guardian's service offerings and market impact.

As a licensed fiduciary advisor and the director of Business Development, Ben partners with businesses and nonprofits to enhance their employer sponsored retirement plans.

Ben is an AFES instructor and helps Guardian give back to the community by teaching adult education classes on topics such as Social Security, Taxes in Retirement, Estate Planning, Gifting Strategies and more.

Ben and his wife, Marisa, stay busy with their three young children who are passionate about baseball, hockey and dance. Whenever possible, they enjoy the outdoors by canoeing, kayaking, camping and hunting in north woods of Minnesota.

 

 

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Yelisey Kuts

Wealth Advisor

Yelisey Kuts

WEALTH ADVISOR


Yelisey Kuts is the proud son of two immigrants from Ukraine. Before his second birthday, his parents afforded him the opportunity of a lifetime - his father Nikolay and his mother Nadia left the former Soviet Union and moved to the most remarkable country on earth, the United States.

Yelisey is deeply grateful to his parents for teaching him the value of hard work and discipline. While pursuing his master’s degree in business from Oral Roberts University, Yelisey always found ways to volunteer his time in the community. As a team leader for Habitat for Humanity, he found fulfillment in helping others. Now, as he councils those who are nearing retirement, he can truly express his gratitude and appreciation to his family.

Yelisey dedicates much of his time to providing people with the resources and information that they are entitled to. His approach is extremely detailed and methodical, ensuring that every hard earned dollar is protected.

Yelisey is Securities and Insurance licensed.

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Trey C. Peterson

Financial Professional, Director of Education

Trey C. Peterson

Financial professional, Director Of Education


Trey is a graduate of Oral Roberts University with a degree in Corporate Communication and a minor in Business Entrepreneurship. Trey has developed a strong business and leadership background by being part of a few leading organizations throughout his business career. In addition, Trey wrestled for the Apple Valley Wrestling team. One of the top wrestling schools in the nation.

Having spent years as a director in his parents’ non-profit, he learned that he did not want to just do business as usual, but to do something that positively effected peoples lives on a daily basis. His business experiences have helped him develop the skills that make him a good listener, problem solver, and servant leader in the financial industry.

Trey is an AFES instructor and helps Guardian give back to the community by teaching adult education classes on topics such as Social Security, Taxes in Retirement, Estate Planning, Gifting Strategies and more.

Trey is married to his beautiful wife Steph and loves spending time with his newborn son Cyrus. He enjoys serving with his family through local and international missions, working out, taking Steph on dates, playing and hiking with his dogs, boating with family, and leading one of the fastest growing Young Professional mentorship groups in the Twin Cities. Trey is a Minnesota licensed insurance agent.

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Norma Jo Antolak

Director of Client Services

Norma Jo Antolak

Director of Client Services


With over 35 years of industry-related experience, Norma Jo brings a depth of knowledge to the Guardian team. She has a natural ability to connect with clients and help simplify many of the processes involved with client accounts.

Norma Jo attended the University of Northwestern, St. Paul and studied Business Management. She prides herself on transparency and the pursuit of excellence.

To relax, Norma Jo loves to cook, bake and spend time in her garden; especially when she gets to share those activities with her son, Chris. Norma Jo also enjoys volunteering her time and giving back whenever she can.

 

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Carissa L. Krey

Client Services Specialist

Carissa L. Krey

CLIENT SERVICES Specialist


”Carissa is new to the financial world, but has many years of experience serving others in various capacities. Even as a young teen, Carissa served in her church and community with children’s programs, summer camps and short term missions trips. As a young adult, she served internationally in Argentina as a missionary and translator for 3 years. 


Today Carissa lives in Minneapolis with her husband and their dog. In her free time she enjoys camping, running, visiting coffee shops with friends and exploring new places within the Twin Cities. Her heart to serve others also expands into the health and wellness community as a birth coach. She is also very involved in her church community. 


Carissa was raised with a strong work ethic to serve others with excellence and joy in any work environment, and is excited to be apart of the team.”

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Mason M. Swenson

Investment Trading & Operations Specialist

Mason M. Swenson

Investment Trading & Operations Specialist


Mason joined the Guardian team in 2018 after working in the private golf industry for the last 5 years.

Mason grew up in Eagan, Minnesota and attended Bethel University. He and his girlfriend, Lauren, live in Golden Valley with their new puppy. Mason enjoys playing golf and hockey as well as a variety of other outdoor activities. They like to spend their weekends going to the cabin and being on the lake.


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Nathan A. Pedersen

Associate


Nathan A. Pedersen

Associate


Nathan is a bilingual family man born in Minneapolis, MN. At the age of two, his parents dedicated their lives to serving others as missionaries in Central America for 11 years. Serving people has always been a major part of his upbringing , which created a passion to add value to others.

Nathan is married to the love of his life Sharna, and has 3 children, Tristan, Jezelle, and Jazmine.

Nathan has a strong background in corporate banking, public speaking, team leading, and serving others both in business, and multiple non-profit organizations. Nathan is committed to coming along side every person he meets, helping them achieve financial peace in reaching any and all financial retirement goals.

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Ethan E. Haglund

Associate

Ethan E. Haglund

Associatte


Since graduating with his B.A. in Business and a double minor in both psychology and communication from Bethel University, Ethan has gone from building his first business in college, to building teams across the U.S. for the 3rd largest software company in the world.

Ethan’s passion to serve others and vision to the see the big picture led him to the financial industry in 2015. His approach will make you feel known and heard, confident that your plan will bring you financial peace today and the days to come.

Ethan and his wife, Sarah, have two amazing boys, Enoch and Justice. They are actively involved as deacons in their church. They love spending time as a family anywhere near the water and enjoying life’s little moments.

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Barry Davis, CPA

Director of Tax

Barry Davis, CPA

Director of TaX


Barry brings more than 20 years of accounting and investment experience to Guardian Tax. With his unique background in both disciplines, Barry’s experience is invaluable with tax projections and strategic tax planning.

Barry graduated Summa Cum Laude from Washington State University with a B.A. in Finance and Accounting. He is also a Certified Public Accountant (CPA).

Outside the office, Barry enjoys golfing, tennis and going on hikes with his dog, Jasper, in his home state of Washington.

 

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Christina Kenney

Tax & Accounting Specialist, IRS Enrolled Agent

Christina Kenney

Tax & Accounting Specialist

IRS Enrolled Agent


Christina has over 15 years of experience in all aspects of the accounting field. Her past employers have included manufacturing, service, construction and government organizations. In addition, Christina has experience with human resources, project management, training, providing technical assistance and custom database development services to a wide variety of clients.

Christina is proficient in the use of numerous accounting software products and is able to provide training for Peachtree and QuickBooks.

Christina became an Enrolled Agent in February 2016.  As an Enrolled Agent she can advise, represent and prepare tax returns for individuals, partnerships, corporations, and any entity with tax-reporting requirements.  Christina is required to complete 72 hours of continuing professional education every three years to maintain her enrolled status.

Christina also maintains her Annual Filing Season Program (AFSP) status with the Internal Revenue service each year.  To find out more about the AFSP program click the link below.

Christina is a member of the National Association of Tax Preparers (NATP), the Minnesota Chapter of Enrolled Agents (MNSEA) and the National Association of Enrolled Agents (NAEA).

Christina studied at Anoka Ramsey Community College. She has attended numerous accounting, tax, human resources, management, project management and software trainings. Christina continues to attend classes on a regular basis to keep up to date with the changing laws and regulations.