360 Financial's Team

If you would like to work with a financial planning and advisory team that cares about your happiness and future, please schedule a call with one of 360 Financial's advisors. You can schedule a 15-minute introductory call to ask questions and find out how we can help you.

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Mike Rogers

AIF®, President and Founder

Mike Rogers is the President and founder of Wayzata-based 360 Financial.

Brian Bohnsack

AIF®, Senior Vice President

Brian is the Managing Principal of the Elk River Office and carries life and health insurance licenses.

Will Grant

CFP®, CPWA®, Wealth Manager

Will crafts values-based financial strategies to help clients achieve their ideal life.

Dan Mahoney

CFP®, Senior Vice President

Dan, Senior Vice President of 360 Financial, has been a financial advisor for over twenty-five years.

Jeff Thompson

Senior Vice President

Jeff, Senior Vice President of 360 Financial, brings 22 years of financial planning experience to his clients.

Michael Urch

CFP®, Senior Wealth Manager

Michael advises his clients on insurance planning, investment planning, retirement income planning and more.

Ryan Trebil

CFA®*, Senior Wealth Manager

Ryan specializes in investment management strategies designed to build generational wealth for high-net-worth families.

Tom Whitnah

Senior Vice President

Tom, Senior Vice President of 360 Financial, has been providing financial and advisory services to clients for 32 years.

Patty Bohnsack

Office Manager

Patty manages day-to-day office operations at the Elk River office in human resources, payroll, and office management.

Danielle Cain

CFP®, Senior Client Service Manager

Danielle has more than 15 years of experience in banking, mortgage, insurance, and the financial services industries.

Kirsten Davidson

Office Manager

Kirsten started at 360 Financial in 1997, handling the busy phones, all day-to-day operations, and client support.

Troné Fossum

Director of Marketing

Troné has led an impressive career as a marketing project manager and content manager over the past 15+ years.

Theresa Goff

Senior Client Service Manager

Theresa is the Senior Client Service Manager at 360 Financial. She has been a member of our team since 2005 and has worked in the financial industry since 1989.

Erika Law

Wealth Management Assistant

Erika, as the Wealth Management Assistant, serves as an executive assistant to Mike Rogers, supporting the client development process.

Erin Selton

Client Service Associate

Erin is responsible for providing excellent client service by engaging with clients and collaborating with Financial Advisors.

Amy Lemke

Director of Operations and Compliance

Amy has been in the financial services industry for over 10 years, initially with a large firm.

Michele Meier

CFP®, Client Service Manager

Michele, CFP®, has been with our company since 2010 and brings with her over 20 years of experience in the financial planning industry.

Carrie Schmitz

Client Service Associate

Carrie is the lovely face you see when you walk in the door or who you hear on the phone at the Elk River office.

John Vanderpoel

Vice President of Finance and Compliance

John Vanderpoel joined 360 Financial in 2016 and is our Vice President of Operations and Compliance.