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Strategic Associates

Strategic Associates are specialists from other fields that our team works closely with to deliver a wider and more comprehensive range of services to you. You may have professionals you already work with, and we are happy to work along side of them.  If not, here is a list of people we have worked with over the years.

ACCOUNTANT

Jeff Imhoff, CPA
Myslajek Kemp & Spencer, LTD
Full service tax accounting


952-715-3418
jeff.imhoff@myslajek.com

ACCOUNTANT

Shawn Hermanson, CPA
Hermanson & Leitner
Full service tax accounting

763-780-0878 x111
shawn@cpamn.net

ATTORNEY

Chris Stanton
Klemp & Stanton, PLLP

Specializing in estate planning including wills and trusts

651-310-1400
cts@klemp-stanton.com

Health Insurance Brokerage

Breitenfeldt Group
Educate and advise on health insurance best suited for your needs.  Specializing in Medicare Plans.

1-877-732-9800 - locations throughout the Twin Cities info@bghealthplans.com

HEALTH INSURANCE

Gravie Care
Personal and Group Insurance

1-800-501-2920

MORTGAGE BANKER

Justin Hoban
Alerus Mortgage
Home mortgage

651-203-8319
justin.hoban@alerus.com

REAL ESTATE AGENT

Jackie Heinis
Coldwell Banker Burnet
Home buying or selling


651-683-8256 office
612-325-5926 cell
jlheinis@cbburnet.com

REAL ESTATE AGENT

Tracy Magnuson
Edina Realty
Home buying and selling

763-971-2865 office
763-229-6895 cell
tracymagnuson@edinarealty.com

Check the background of this firm/advisor on FINRA’s BrokerCheck.