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Meet The Team

At AdvisorNet Financial Partners, our primary focus is always on our clients.

We build a connection with each client and work alongside you to identify what’s most important. Then, we back-in with the money management piece, helping you reach the destination you want to achieve in life - whether it’s retirement, travel, paying for college or leaving a legacy.

We also realize it’s our responsibility to educate our clients, ask the difficult questions and provide clear answers along with sound financial advice.

We are confident that this holistic approach is the best way to achieve financial success – no matter what that means to you.

We are excited to welcome, Chris Zuck to the AdvisorNet Financial Partners Team. 

We are excited to welcome, Chris Zuck to the AdvisorNet Financial Partners Team. 

Chris enjoys having in depth conversations with you about your financial goals and dreams. She follows a systematic process to develop those goals into a plan that works for you. Chris believes that everyone has their own comfort level with investment, tax, and estate planning. It is through her process that education and comfort begins and grows throughout your financial life.

Chris, a native Minnesotan, graduated from Augsburg College in Minneapolis with a degree in Business Management and Finance. She entered the financial services industry in 1987 and has held several roles in community banks. Chris currently holds three highly notable designations: CERTIFIED FINANCIAL PLANNER professional, Accredited Investment Fiduciary™, and Certified Exit Planning Advisor™.
 

Our Financial Advisors

Dan  Erdmann

Dan Erdmann, CPA

Financial Planner, Tax Manager

Luke   Hannahan CRPC®

Luke Hannahan CRPC®

Financial Planner

Alan Johnson

Alan Johnson, AWMA®

Vice President, Executive Planner

Jed Lund

Jed Lund, CPA

Executive Planner

Melissa Machlitt

Melissa Machlitt, CRPC®, CRPS®

Executive Vice President, Executive Planner

Client Services Team

Alanna  Helal

Alanna Helal

Account Administrator

Brandon Hyde

Brandon Hyde

Account Administrator

Corey Lotzer

Corey Lotzer

Account Administrator

Jalisa  Murphy

Jalisa Murphy

Account Administrator

Max Opheim

Max Opheim

Account Administrator

Angela  Stone

Angela Stone

Account Administrator

Tax Team

Dan  Erdmann

Dan Erdmann, CPA

Financial Planner, Tax Manager

Larry  Murphy

Larry Murphy, EA

Tax Specialist

Michelle  Wayman

Michelle Wayman

Tax Specialist

Nancy  Freeman

Nancy Freeman, EA

Tax Specialist

Sharon Oberg

Sharon Oberg

Tax Specialist

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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