Who We Are

Talk about friendly, supportive, service-oriented professionals and you are describing the team at Wheeler DeGraaf Financial.

We are a close-knit group dedicated since 1992 to serving clients who we are also honored to call our friends.

Click on the pictures below to learn more about each member of our staff.

Saint Cloud

Glen Tautges

Glen Tautges, AIF®

Financial Advisor / Partner

Robert Brooks

Robert Brooks, CRPC®, CFP®

Financial Advisor

Talbot Millar

Talbot Millar, CRPC®

Financial Advisor

Jenna Plath

Jenna Plath

Client Service Associate

320-200-3044

Duluth

Andrew Wheeler

Andrew Wheeler, CFP®, AIF®

Financial Advisor / Partner

Ryan Coole

Ryan Coole, CRPS®

Qualified Plan Director and Financial Advisor / Partner

Tiffany Tomassoni

Tiffany Tomassoni, CFP®, CDFA®

Financial Advisor / Partner

Neil Larson

Neil Larson, CFP®

Financial Advisor

Casey Lomen

Casey Lomen

Benefits Account Manager

Chelsea Roy

Chelsea Roy

Managing Director - Group Benefits

Emma Grover

Emma Grover

Individual Insurance Director

Hannah Stevens

Hannah Stevens

HR Director - Group Benefits Specialist

Jim Wheeler

Jim Wheeler

Benefit / Insurance Consultant

Partick Heffernan

Patrick Heffernan, CLTC®, CEBS

Employee Benefits Director / Partner

Ellie Jones

Ellie Jones

Director of Operations and Financial Strategy

218-302-9346

Ryan Peterson

Ryan Peterson

Client Services Administrator

218-302-9341