Meet our Wealth Advisors
Our experienced, knowledgeable team is
driven to help you achieve your goals.
Contact us online or call to schedule an appointment with your ZTB Wealth Advisors*
team!
John T. Anderson | Bryan P. Farrissey, CFP®
| James L. Kastner,
CFP®
Kristi Mertens,
CFP® | Jamie Hagen | Ted Watson, CFP®
|
Linda Winkelman, CFP®,
CRPC®
Heather M. Wright, MBA, CFP®,
CRPC® |
Jon Wylie, CFP®,
CLTC® | James Yocom
III, CRPC®
For a full bio of any of our financial professionals, click here.
John T. Anderson
With more than 20 years of financial services experience,
John began his career at Lehman Brothers. He focuses on and enjoys getting to know each of
his clients individually to understand what they want to accomplish. John believes a
cornerstone of financial planning is recognizing that everyone’s economic and life
situation is unique. This lets him customize a plan that helps his clients reach their
goals – one that maximizes returns while minimizing risk. Then, he continues to
monitor each of his clients’ plans to ensure they’re on track, making
adjustments and recommendations whenever necessary based on their current needs and market
conditions.
John is an avid follower of the investment markets and the economy, which helps him better
navigate the options available to his clients.
John has a bachelor’s degree in economics from the University of Wisconsin-Madison,
holds licenses in life, health and long term care insurance and is FINRA licensed. He also
holds Series 6, 7, 63 and 66 licenses.
Check the background of this investment professional on FINRA's BrokerCheck.
Bryan P. Farrissey, CFP®
Whether he’s helping clients accumulate wealth,
striving to ensure a lasting income stream in retirement, or leaving a lasting legacy for
future generations, Bryan is here to understand your needs and goals.
His 20+ years of experience as a financial advisor is bolstered by an additional 15 years
of business and consulting experience working with Fortune 500 companies, which gives him
a well-rounded view of both personal and commercial finance.
Bryan has a bachelor's degree in management technology from Purdue University and an MBA
from University of South Carolina. He holds licenses in life, health, and long-term care
insurance and is FINRA licensed, holding Series 7, 63 and 65 licenses.
Check the background of this investment professional on FINRA's BrokerCheck.
James L. Kastner, CFP®
Financial Planner
As a CERTIFIED FINANCIAL PLANNER™ professional and licensed insurance agent with
more than a dozen years of financial services experience, Jim brings a thoughtful,
insightful approach to every client he meets. He takes the time to thoroughly listen and
understand what's important to each person in terms of their lifestyle and financial
needs.
Armed with this knowledge, Jim begins each relationship with an educational approach. He
makes sure his clients understand the financial planning process and maintain realistic
expectations. Only then does he recommend options and strategies that will help protect
their assets–and put them on the path to achieving their lifestyle and financial
goals. Then, he helps his clients implement these plans in the most cost-effective way
possible.
A graduate of Francis Marion University in Florence, South Carolina and the Rochester
Institute of Technology in Rochester, New York, Jim holds licenses in life, health and
variable annuities. He also holds Series 7 and 66 licenses.
Check the background of this investment professional on FINRA's
BrokerCheck.
Kristi Mertens, CFP®
As a CERTIFIED FINANCIAL PLANNER™ professional, Kristi
focuses on helping clients achieve their goals through individualized, unbiased advice.
Her process emphasizes empowering and educating every client so they can make more
informed decisions. Those decisions are based on personalized and comprehensive financial
plans, designed specifically to meet each client's objective, whether it's planning for
retirement, assisting with estate strategies, funding for college or anything in between.
Kristi believes success only occurs through candid and transparent partnerships with each
client, and strives to deliver on that every day.
Giving back is very important to Kristi. She’s received the Honorary Commodore Award
from the Aquatennial Ambassador Organization for community involvement and volunteerism.
As a member to the Advisory Board of Camp Kesem for the Hamline University Chapter in
Saint Paul, she plays a key role in supporting Camp Kesem across the country by inspiring
and empowering passionate college student volunteers to make a difference.
Kristi holds life, health, and accident insurance licenses. She is FINRA Series 7 and 63
licensed and has a Bachelor's degree in Business Administration from North Dakota State
University.
Check the background of this investment professional on FINRA's BrokerCheck.
Jamie Hagen
Knowing everyone’s path in life is different, Jamie enjoys learning about his clients’ unique goals and situations. Through this understanding, he creates individualized plans using personalized strategies to help clients reach their goals through many different tools, while seeking to reduce their risk. Jamie partners with his clients to ensure their plans are continually monitored and updated for any situation or goal changes that may occur.
Spending time with his growing family is very important to
Jamie. They enjoy playing games in the backyard, spending time at a lake, and watching the
various Chicago sports teams. Jamie also sits on the board for the Fellowship of Christian
Athletes in Northwest Chicagoland.
Jamie earned his Bachelor’s degree in Business
Administration from Clarke University in Dubuque, Iowa. Jamie holds life & health
insurance licenses, as well as FINRA Series 7 & 66 securities licenses.
Ted Watson, CFP®
Associate Director, Strategic Development for
BCU
Prior to ZTB, Ted spent 22 years at GE and Genworth Financial. Ted joined the General
Electric Company immediately after earning a BS in Finance at Penn State University. He is
an honors graduate of GE’s prestigious Financial Management Program and was one of
the companies first certified Six Sigma Black Belts, a high designation in the Quality
discipline.
Ted held various sales, marketing and corporate roles including Business Development for
distribution in South America, Global Account Manager for GE’s relationship with
Motorola and Strategic Account Manager responsible for Genworth’s corporate
relationships with Bank of America, Merrill Lynch, UBS, Edward Jones, LPL and Morgan
Stanley.
Check the background of this investment professional on Advisor
Check.
Linda Winkelman
Linda began her career with Edward Jones in 2015. Throughout
her career, she has partnered together with her clients: determining what is most
important to them, guiding them through life's complexities, and providing education along
the way. Linda guides her clients along the path to financial freedom, assisting with
investments, insurance, retirement planning, corporate executive stock options, estate
strategies, or even funding for college. Linda will partner with you to build a
comprehensive financial plan, helping you achieve your goals and provide lasting financial
security.
Linda lives in the northern Twin Cities Metro area and spends her free time with her
family and friends enjoying the outdoors, golfing, and traveling. She holds the FINRA
Series 7 and 66, as well as Life, Health, and Accident insurance licenses.
Check the background of this investment professional on FINRA's BrokerCheck.
Heather M. Wright, MBA, CFP®, CRPC®
Heather’s experience spans over 25 years advising
corporate executives, business owners, families with special needs children and
individuals. She specializes in financial and investment planning with an emphasis on
retirement planning, portfolio design, cash flow analysis, tax planning, estate planning
and insurance. Heather manages complex plans in 25 states creating customized financial
roadmaps.
Prior to ZTB Wealth Advisors, Heather was a Division Manager with Northern Trust and a
Managing Director with BMO Private Bank in Illinois. She received her B.A. degree in
Liberal Arts from Southern Methodist University and an M.B.A. from DePaul University in
Chicago. She holds her FINRA Series 6, 7, 63 and 66 licenses as well as her state
insurance licenses.
Heather is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement
Planning Counselor, CRPC® from the College of Financial Planning and a member of the
Financial Planning Association.
Check the background of this investment professional on FINRA's BrokerCheck.
Jon Wylie, CFP®, CLTC®
Jon’s broad experience in retirement planning,
investment management, tax planning, estate planning, and insurance enable him to help his
clients achieve their financial goals. Jon values educating and empowering his clients to
make informed decisions. He manages investments in over 20 states and often leverages
video conferencing and electronic documents to make the client experience as seamless as
possible.
Jon is a CERTIFIED FINANCIAL PLANNER™ Professional, holds his Certification in
Long-Term Care (CLTC) designation, and is an active member of the Financial Planning
Association (FPA). Jon is also FINRA Series 7 and 66 licensed, and maintains his state
insurance licenses. He graduated from the University of Wisconsin Oshkosh with a
bachelor’s degree in finance.
As a husband and father, Jon spends much of his free time with his family. Jon also enjoys
biking, traveling, and volunteering with Habitat for Humanity.
Check the background of this investment professional on FINRA's BrokerCheck.
James Yocom III, CRPC®
Using a planning-centric investment philosophy, Jim stresses
academic research in developing and implementing financial plans. After fully
understanding his client’s goals and objectives, he identifies potential solutions
and builds a customized financial plan. By incorporating the industries’ latest
tools and technology, Jim is able to focus on providing the highest levels of service for
our valued clients.
Jim has been in the industry since graduating from Temple University in 1991. He holds
Series 7, 63, 65 and Life and Health licenses.
Jim is married with 3 children. As an avid sports fan and devoted father, he will often be
found coaching his children’s various sports team during weekends and
evenings.
Check the background of this investment professional on FINRA's BrokerCheck.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates (CA Insurance License #0518721 or 0B91442). Investment advisory services are offered through ZTB Wealth Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. ZTB Wealth Advisors, LLC is a wholly-owned subsidiary of BCU. ZTB is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ZTB Wealth Advisors, and may also be employees of BCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ZTB or ZTB Wealth Advisors. Advisory services, securities, and insurance offered through ZTB Wealth Advisors, LLC, LPL Financial or its affiliates are:
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