Our Team

Cody Clem

Financial Planner

Cody is a financial advisor with a focus on investment management and retirement planning. Dedicated to prioritizing his clients’ interests, he offers personalized financial guidance that empowers individuals to reach their retirement...

Travis Fisher

Financial Planner

763-434-9724

Travis@northmetromm.com

Travis helps clients navigate the complexities of retirement and Social Security planning. He combines experience in investment management with a deep understanding of retirement income strategies. Travis believes that a successful...

Harry Grams

Investment Representative/Medicare Advocate

763-434-9724

Harry@northmetromm.com

Harry has over 20 years of experience in helping clients navigate their financial futures. He combines financial planning with knowledge in Medicare to provide tailored solutions for retirees and those approaching retirement. Harry...

Kayla Neuschwander

Office Manager

763-434-9724

Kayla@northmetromm.com

Kayla is committed to delivering outstanding support and building lasting client relationships. With a proven ability to enhance client satisfaction and loyalty, she excels in effective communication and problem-solving. Kayla assists...

Shannon Olson

Operations Manager/Financial Consultant

(763) 434-9724

612-295-0026

Shannon@northmetromm.com

Shannon is committed to putting clients first and building strong relationships. She optimizes operational processes to enhance client satisfaction and improve business efficiency. With a talent for simplifying complex procedures,...