My Team

Mark Van Wagenen's concierge team works together to make the Wealth Management Consultative Process possible.  Most importantly, they provide a high level of support to our client family.

 
Bethany K Rivard

Bethany K Rivard

Director of Business Development
Office 612-758-7690

Bethany is the Director of Business Development. She joined Mark's practice in 2010, after working as an Associate Financial Representative at Northwestern Mutual.  Prior to Northwestern Mutual, she served as the Office Manager for a real estate investment firm.

Whether you are new to Mark's practice, or have been a client for several years, Bethany will help guide you through the Consultative Process. She provides elite servicing with scheduling, new insurance applications, assisting with underwriting servicing, and ongoing insurance account management. She is also responsible for event coordination and execution.

She holds her Minnesota Life, Accident, and Health Insurance license; with an Associate of Applied Science degree in Business Administration, from Minneapolis Business College.

 
Jay Allen Brunkhorst

Jay Allen Brunkhorst

Director of Investments & Planning
Office 612-758-7788

Jay discontinued his practice and merged with Mark Van Wagenen's in 2016, to become the Director of Investments and Planning.  His expertise comes from the experience and knowledge gained over the last 30 years in the financial planning industry, with a focus on 401k plan development and management.

You may get to know Jay as he works with Mark to develop your financial plan, regardless if you are a business owner or a couple that is close to retirement. He also works with Mark on asset selection, performance research, and implementation of investment strategies.

Jay holds his Series 7 and 63 licenses, CFP®, CLU®, CASL®, Minnesota Life, Accident, and Health Insurance licenses; with a Bachelor of Science degree in Business from the University of Minnesota. 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

 

Mark Alan Van Wagenen

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck