Van Clemens Wealth Management, LLC

Thomas Paske is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. Prior to joining Van Clemens Wealth Management in 2025, he worked at Cherry Tree Wealth Management, LLC for seven years and operated Numbers by Tom Paske & Diane Kramer, Inc. for over three decades. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm incorporates a range of advisory products and combines modern portfolio theory with fundamental and technical analysis to tailor investment strategies.

Andrew Knutson is a CFP® and ChFC® with 10 years of industry experience. He is currently with Van Clemens Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Ian Donaldson, Keith Moeller, and Ameriprise Financial. Van Clemens Wealth Management, LLC provides portfolio management, financial planning, retirement plan consulting, and estate-planning support to individuals, trusts, estates, and institutional clients. The firm serves both non-high-net-worth and high-net-worth clients, employing a customized investment approach that combines modern portfolio theory with fundamental and technical analysis.

Terry Lindner is a financial advisor at Van Clemens Wealth Management, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked in various roles including at Waddell & Reed, Inc. He also serves as CEO of the Financial Advisor Training Institute, a nonprofit dedicated to training new financial advisors through a certification program. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm tailors advice based on client objectives and risk tolerance, utilizing both in-house and third-party managers, and incorporates a blend of portfolio theory with fundamental and technical analysis.

Joseph Godfrey is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at LPL Financial, Waddell and Reed, and various insurance agencies. He serves as board member, chair, and treasurer for Good Soil Ministries, a nonprofit organization. Van Clemens Wealth Management, LLC provides portfolio management, financial planning, retirement plan consulting, and estate-planning support to individuals, trusts, estates, and institutional clients. The firm customizes investment strategies based on client objectives and offers access to a broad range of third-party managers, combining modern portfolio theory with fundamental and technical analysis.

Benjamin Cline is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds the Series 66 designation and has two years of industry experience. Prior to his current roles at Van Clemens firms, he worked at UnitedHealthcare and Optum. Outside of finance, he owns and operates Benjamin Cline Music, providing musical entertainment for weddings and events. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm combines modern portfolio theory with fundamental and technical analysis and provides access to a large network of third-party managers and affiliated business lines for coordinated services.

Alan Markham is a financial advisor at Van Clemens Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise and Edward Jones, alongside a two-decade career running Alan Markham Design. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes strategies based on client objectives and uses a blend of modern portfolio theory with fundamental and technical analysis.

Joshua Ross is a CFP® with three years of experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. He has previously worked for WBI Energy, Inc. for over two decades and holds a board position at the Financial Advisor Training Institute, a nonprofit organization. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and uses a mix of modern portfolio theory with fundamental and technical analysis, offering access to a broad range of third-party managers and affiliated business lines.

Brian Willet is a financial advisor at Van Clemens Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, Inc. He is CEO and executive coach at Advisor Game Plan, LLC and co-founder and CEO of Willet & Cumro Innovations, LLC. Willet also serves on the boards of the nonprofit organizations Nebraska Supreme and ETG Midwest. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis.

Timothy Clarkson is a financial advisor with Van Clemens Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has worked with Van Clemens and Co. Incorporated since 2002 and currently serves on the board of directors for Recombinetics, a non-public gene editing company. Van Clemens Wealth Management, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, and institutional clients. The firm integrates modern portfolio theory with fundamental and technical analysis, offering customized investment strategies through in-house and third-party management.

Neal Hebert is a CFP® with 12 years of experience in the financial industry. He currently works at Van Clemens Wealth Management, LLC and has held previous roles at firms including LPL Financial and Securities America. Outside of financial advising, he is involved with Body Symmetry, L.L.C., a non-investment related business. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm offers customized investment strategies utilizing both in-house and third-party managers, blending modern portfolio theory with fundamental and technical analysis.

Robert Hahn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Van Clemens Wealth Management, LLC. His prior experience includes roles at Willet, LLC dba Beyond Tangible Wealth, LPL Financial, Waddell & Reed, Inc., and Securities America Inc. Outside of advising, he is Vice-President and Coach at Advisor Game Plan, LLC, focusing on executive coaching for business leaders. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs a blend of modern portfolio theory with fundamental and technical analysis, offering access to over 500 third-party managers and a specialized Growth Opportunities Model focused on micro- and small-cap equities.

Aaron Shanklin is a financial advisor with Van Clemens Wealth Management, LLC in Hopkinsville, KY. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., The Prudential Insurance Company of America, and Modern Woodmen of America. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment advice based on client objectives and employs both in-house and third-party managers, utilizing a blend of modern portfolio theory and fundamental and technical analysis.

Melissa Cox is a CFP® with 21 years of industry experience, currently serving at Van Clemens Wealth Management, LLC in Dallas, TX. She has worked with Doucet Asset Management and Institutional Securities Corp, among others, throughout her career. She also owns Future Focus Wealth, where she is involved in authoring and public speaking. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients, including ERISA retirement plans, offering portfolio management, financial planning, and estate-planning support. The firm employs a combined investment approach that includes modern portfolio theory along with fundamental and technical analysis, providing customized strategies using both in-house and third-party managers.

Whitney Christeson is a CFP® with 15 years of industry experience, currently serving at Van Clemens Wealth Management, LLC. Her prior experience includes roles at USAdvisors Wealth Management, Securities America, Eagle Strategies, and New York Life. Outside of financial advising, she owns a public speaking and online course business called Strategic Visionaries, LLC. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by offering portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and employs both in-house and third-party managers, with an investment approach that combines modern portfolio theory and fundamental and technical analysis.

Michael Ross is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the Van Clemens organizations since 2002. Van Clemens Wealth Management serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm customizes advice based on client objectives and utilizes both in-house and third-party managers, employing a blend of modern portfolio theory with fundamental and technical analysis.