Whether you consider yourself to be at the beginning of your career, almost ready to retire, just starting a family, sending kids off to college or thinking about how you’re going to leave a legacy – we’re here to help you develop a financial plan that connects the steps of your life journey – regardless of where you are on the path.
At Aligned Wealth Planning Group, we strive to build trusted relationships that make a significant impact on the lives of our clients. We provide thoughtful solutions and insightful advice to complex financial issues.
That may sound complicated but we make it easy because we do the heavy lifting. We collaborate with you to develop a strategic plan that meets your needs today and evolves as you move through life.
When making decisions, we listen first – we want to understand your “why” – knowledge is critical in our being able to help you. Honesty and integrity are at the cornerstone of our approach – they set our foundation for how we approach every interaction, financial plan, investment portfolio and client relationship.
Our client relationships are built on the utmost respect and responsibility. We’re focused on building long-term connections where open communication, transparency, confidentiality and superior client service are at the core.
When it comes to developing your plan and making adjustments along the way, we’ll be by your side to help you make logical, informed decisions when our basic human instincts make us want to do the emotional and sometimes irrational thing. We believe in the importance of acknowledging our emotions and balancing that with logic to allow for more comprehensive decision making.
We listen intently to understand your needs, goals, challenges and the “why” behind it all. We conduct a deep dive analysis into understanding your total financial picture. Then we develop a holistic, personalized plan that meets your today and is positioned for your tomorrows. And we meet regularly and continually monitor and adapt your financial plan as your life evolves.
Have questions about fees? Please ask us. The value we bring and our transparent fees result in a win-win for our clients.
Certified Financial Planner
Location: Minneapolis, MN office
As a fiduciary, independent advisor and CERTIFIED FINANCIAL PLANNER™ with nearly two decades of experience, Brady has poured his life into helping clients with their financial planning. He started in the industry straight from college and deeply enjoys building individual financial plans, getting to know each client beyond their balance sheet and developing multi-generational family relationships.
Brady is a self-proclaimed analytical spreadsheet geek and caring, financial psychologist. Brady discovered his enthusiasm for numbers at a young age, learning statistics from the backs of baseball cards and always keeping score for family card games. As the son of two educators, Brady values lifelong learning and empowering others with information. Brady attended the University of Wisconsin - La Crosse where he obtained his Bachelor of Science degree in Finance and a minor in Economics. Additionally, Brady holds his series 7 and 66 registrations along with insurance licenses in numerous states.
Outside of the office, Brady and his partner Mark enjoy their time in Golden Valley by grabbing dinner with friends, taking in a play or attending a local sporting event. Want to spark a conversation? Tell Brady about your most recent travels, last 18 holes of golf, fantasy sports teams, or how badly your March Madness bracket was busted this year.
Geoff Klein, BFA™, CRPC®
Location: Mankato, MN office
As a financial planner and certified Behavioral Financial Advisor™, Geoff helps clients plan for the unexpected and the certainty and uncertainty of life and market and economic trends. Geoff takes a rigorous approach to his planning and understands the importance of designing a financial plan that is continuously monitored to navigate life’s changes as future events unfold.
The importance of planning for the unexpected is deeply personal for Geoff. He became interested in finance as a boy when he had a job at his Dad’s office putting labels on envelopes which contained client’s monthly statements. Geoff naturally wanted to be like his Dad and as he got older, he realized the important impact his Dad’s personal financial planning had on the family when he died at age 51. Geoff had just turned 15 and his brothers were 12 and 19. Thanks to thorough financial planning, his Dad had life insurance to protect the family. It was hard enough to lose a parent without also adding a massive lifestyle change – thankfully, they were able to avoid the latter. Geoff takes his personal experience and applies his learnings to help client be prepared for the times when they need a plan the most.
Geoff graduated from Minnesota State University, Mankato with a Bachelor of Science degree in Finance with an emphasis in Personal Financial Planning. He obtained his Chartered Retirement Planning Counselor designation and his certification as a Behavioral Finance Advisor™ to better equip him with the tools and perspective to advise clients when they are faced with intense and often competing emotions around financial decisions.
When he is not in the office, Geoff enjoys playing competitive golf and spending time with his wife Jana and boys, Owen and Palmer. He also serves on the Board of Directors of the LeSueur Country Club and the Minnesota Golf Association.
Client Experience Coordinator
Justin “JB” Bernacki is focused on providing top level client service. He thrives on solving problems for clients behind the scenes and helping them in real-time.
JB delivers five years of experience in the financial services industry in addition to his time in retail management. Additionally, he was both a middle- and high school social studies teacher where he founded and coached the John Marshall mock trial team.
JB lives in Midtown Phillips-Minneapolis with his wife Grady, and he is the ultimate cheerleader for his son Theo. His downtime is spent cooking with his cast iron skillet, crocheting and quizzing his son on presidential trivia.
That’s why we’ve partnered with AdvisorNet and offer direct access to some of their industry leading solutions.
We partner with AdvisorNet Insurance to offer our clients a full array of customized protection planning solutions, including Medicare, life, disability, and long-term care insurance.