Meet Our Team

Who We Are

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

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.

Glen Tautges, AIF®

Financial Adviser

As an Accredited Investment Fiduciary®, Glen is focused on doing what is in his clients’ best interest at all times. He sees investment management as just one piece of every client’s larger financial puzzle and prefers to focus on each client’s overall financial picture. For Glen, financial planning is about helping people reflect on their goals and dreams, and then finding the right tools to help them get there.
 
Glen joined DeGraaf Financial in 2014, bringing with him 14 years of client service and charitable planning experience. Prior to DeGraaf, he served as director of philanthropic services at the Central Minnesota Community Foundation, which administers more than 600 charitable funds totaling more than $140 million. Glen is also an active member of the Central Minnesota Estate Planning Council and Leave a Legacy of Central Minnesota.
 
Glen understands that the first question most clients ask is whether they will have enough to meet their needs, but he knows that a successful plan helps people look beyond that to their dreams—and ultimately the legacy they want to leave behind.  Glen believes in guiding clients to and through retirement—whatever that looks like for them--whether it is travel and adventure, spending time with family and friends, supporting the next generation or their favorite causes, or leaving their community a better place when they are gone. Glen seeks to understand each client and help them meet their unique goals utilizing his investment knowledge, charitable and estate planning experience, and connections with local tax and legal professionals.
 
Glen is a 1996 graduate of Saint John's University, where he competed in NCAA Cross Country and Track (and he says he’s been meaning to get back into shape for 25 years now).  He enjoys sharing meals with friends, playing cards, traveling, and taking walks with his wife Jenny, who is a teacher in Sartell where they live.  Glen and Jenny have two children: William, a sophomore at the University of St. Thomas, and Annabelle, a junior at Sartell High School.
 
To learn more about partnering with DeGraaf Financial, please reach out to any member of our team to set up a complimentary wealth review.

Laurie Moser

Financial Adviser

Laurie joined the DeGraaf Financial team in 2000 and has spent the last 20+ years helping clients. Our clients are more than clients to her, they are more like an extended family. As an advisor, she is dedicated to making sure clients are informed and understand how everything works. She feels the most important aspect of any client relationship is communication and works hard to ensure that clients feel comfortable.

In her spare time, she enjoys sewing, gardening, and her dog, Dickens, who makes her stay active. However, her favorite role is grandmother as her seven grandchildren are frequent visitors.

To learn more about partnering with DeGraaf Financial, please reach out to any member of our team to set up a complimentary wealth review.

 

Robert Brooks

Financial Adviser

Growing up on a family farm, Rob believes that determination is key to achieving one’s goals and approaches retirement planning no differently. Whether you are looking to retire tomorrow or in 20 years, putting together a plan with a holistic view of your life can help determine where you are, and develop goals for where you want to be. Understanding that no two plans are exactly alike, Rob creates plans that guide clients on their path to success through realistic and attainable goals. Whether you meet with Rob or any of the talented advisors on the DeGraaf Financial team, we are here to help you to and through retirement, the DeGraaf Financial way.

Rob joined DeGraaf Financial in 2019 after coming from the banking and health insurance industries. Along with holding his FINRA Series 66 securities registration, Rob earned his Chartered Retirement Planning CounselorSM designation in 2021, which specializes in helping clients through their pre- and post-retirement needs, as well as issues related to asset management and estate planning. Rob earned a BS in finance degree from St. Cloud State University and currently lives in Milaca, MN, with his wife, Heather. Away from the office, Rob and his wife enjoy getting outdoors, including camping and hiking on the North Shore, helping out on the family farm, and perpetually attempting to keep the deer and rabbits out of their garden (determination!).

To learn more about partnering with DeGraaf Financial, please reach out to any member of our team to set up a complimentary wealth review.

Talbot Millar

Office Administrator

Talbot joined the DeGraaf Financial team in January of 2020 after five years in the customer service/hospitality industry. As office administrator, Talbot assists the team with client reports, maintaining client data, appointment scheduling, and making sure everything is in order behind the scenes. She is looking forward to continuing to grow with the DeGraaf financial team while building relationships with all of DeGraaf’s clients.

Talbot is an active member of the St. Cloud Area Chamber of Commerce NEXT – Emerging Leaders group, where she continues to value the connections made and opportunities to further her professional development and community involvement.

Talbot received her associate degree at St. Cloud Technical & Community College where she also played volleyball and graduated with her BS in psychology from St. Cloud State University.

When not at the office, Talbot enjoys spending time on the water with family and friends, playing in volleyball leagues, going to concerts, traveling, and trying new things.

Andrew Wheeler, CFP®, AIF®

Financial Adviser

As a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Investment Fiduciary®, Andy feels it is his responsibility to educate and grow his clients’ total financial well-being, and his sincerity mixed with humor makes him a great fit for such a difficult topic to navigate. His goal is to have proper financial planning added to all undergraduate curriculums, so it becomes an annually reviewable piece of peoples’ lives like doing your taxes every April 15th.

Andy has more than 17 years of industry experience and has been with Commonwealth Financial Network® since 2008.  He has been honored as a President’s Club producer, an accomplishment reserved for top advisors affiliated with Commonwealth, for the past five years. His financial experience is noted by colleagues from local organizations and publications, where he is often interviewed or asked to contribute to stories regarding the financial industry. 

He spent much of his youth participating in numerous team sports, concluding with being named a four-time Big-Ten All-Academic team member and captain of the 2001–2002 UW-Madison Wisconsin Badgers men’s hockey team. The team mentality now flows over into his professional career, and he credits his success to the support and creativity of his amazing Wheeler Associates team. Together, they have created an environment that supports and encourages their clients’ financial well-being.

Andy views his relationships with all his clients as a partnership, where both parties need to be engaged and held accountable while respecting and valuing the other's contributions. It is paramount for a successful partnership for Andy to understand a client's entire financial foundation, which is why he requires financial planning for his clients to help with investments, insurance, and other areas of need.

Outside of work, Andy spends his free time with his son Landon and daughter Addison by chasing them around to their sports teams or theater productions. He and his wife, Becky, enjoy traveling together and discovering the next best adventure. Andy served on the Duluth YMCA board for 10 years and as board chair and past chair for the final three. He loves to be outdoors in all four seasons, running, fat-tire biking, golfing, and skiing.

To learn more about partnering with DeGraaf Financial, please reach out to any member of our team to set up a complimentary wealth review.

Ryan Coole

Qualified Plan Director/Financial Adviser

Ryan has always been a bit of a geek when it comes to numbers. From sitting in 4th grade trying to complete the multiplication tables in the shortest amount of time to win the $1 bill from the teacher, his insatiable love of math was born. This started Ryan down the path appreciating the value of a dollar. He attributes his start in business to his grandfather Robert “Bob” DeSanto, the former owner of the Casa de Roma. Every Sunday was spent with his grandfather watching NFL football until his passing in 1997. The respect and care for money were driven home by Grandpa Bob and Ryan has bestowed the same care of money to the clients of DeGraaf Financial. Ryan focuses much of his time assisting qualified plans and participants achieve their retirement goals. Whether he is leading a meeting with a retirement plan committee or helping an individual wealth management client create a financial plan, Ryan takes great pride in putting the client first.

Ryan has been a part of the DeGraaf Financial team since 2019. He holds the Chartered Financial Consultant® and Chartered Retirement Plans Specialist® designations as DeGraaf Financial's qualified plan director. He brings broad expertise to the qualified and nonqualified plan space, from the sponsor to the participant. He excels in the management, process, and compliance of retirement plans. His commitment to education in this field has opened an innovative stream of revenue for DeGraaf Financial and he was recognized in 2020 as a “Top 500” 401K advisor in the US by Financial Times Magazine.

A graduate of the University of Minnesota Duluth, Ryan received his BA in accounting while manning the Bulldog blue line for four unforgettable years. When he isn’t at work, you can usually find Ryan on the ice rink coaching hockey or sitting on the soccer field watching his daughters play. A Duluth East native, Ryan and his family of four beautiful women—Jodi (wife), Madison, Bailey, and Nora—reside in Lakeside (5 if you count Black Lab Juno). Ryan’s hobbies outside of his full-time job as the family cheerleader include searching for the rare “5” hours to fit in golf and solo Minneapolis day trip concerts.

To review or inquire about an ERISA qualified/nonqualified plan issue/question or to learn more about partnering with DeGraaf Financial, please reach out to any member of our team to set up a free look under the hood.

Tiffany Tomassoni, CFP®

Investment Adviser and 401(k) Education Specialist

Tiffany is a financial adviser and the 401(k) education director at DeGraaf Financial, where she helps individuals, businesses, and their employees plan for their retirement and other financial goals along the way. She joined the DeGraaf Financial team in May 2019 and came from the finance, teaching, insurance, and sales industries. Over the years, she has developed a knack for using those teaching abilities and applying them to the financial industry by helping individuals and families plan for their future.

Tiffany is currently on the events committee for the Northern Lights Foundation which helps raise funds for grants that are provided to local families who have children diagnosed with a life-threatening illnesses. She is also a participant in Never Surrender’s ALS Black Woods Blizzard Tour which is a 300+ mile snowmobile ride that raises funds for ALS.

Tiffany is a proud Iron Ranger, born and raised in Hibbing, MN. She attended college at the University of Minnesota, Duluth, and graduated in 2011 with a degree in education and a minor in psychology. She has been in the Twin Ports area for more than 16 years and truly enjoys the people, businesses, and everything it has to offer.

Tiffany and her husband, Dante, currently live in Hermantown where they are raising two highly energetic toddlers: Cecilia and Crosby. When she is not chasing toddlers around, she enjoys spending time on the lake up north, attempting to improve her horrible golf game, trying out new recipes, snowmobiling, skiing, attending wine club, bocce ball league, and book club. She loves to try new things and check items off her bucket list—a couple of the more notable items checked off that list were running Grandma’s Marathon, skydiving, and becoming a mom. 

To learn more about partnering with DeGraaf Financial, please reach out to any member of our team to set up a complimentary wealth review.

Jordan Walling

Financial Adviser and Manager of Operations

Jordan thrives on the ever-changing dynamics related to finances and planning as no two clients or financial situation is alike. Losing his mom at the age of nine has taught Jordan the importance to live in the here and now, while still being fiscally responsible for what lies ahead. Learning to enjoy the current day-to-day picture of life while recognizing the importance of planning for your future wisely, living within your means, and avoiding excessive debt has become his blueprint for the financial world.

Jordan has been a part of our team since 2019 with several years of experience in the banking, information technology, and sales industries. As manager of operations, Jordan is responsible for making sure everything is in order behind the scenes. His problem-solving skills, analytic thought process, and ability to find solutions outside of the box make him a strong addition to our investment team as he heads up our investment committee.

Jordan received his associate degree at Mesabi Range Community and Technical College before moving to Duluth to pursue his degree in business management from The College of Saint Scholastica where he met his wife, Taylor. Although Jordan is from Eau Claire, Wisconsin, and Taylor is from Cottage Grove, Minnesota, they decided to make the Twin Ports their permanent home.

As a die-hard fan of the Minnesota Vikings, Jordan is used to the difficulties of Minnesota sports but also loves his Boston Red Sox thanks in part to looking up to Nomar Garciaparra as a young athlete. When Jordan and Taylor are not running around trying to keep up with their boys, Greyson (4) and Everett (1), they can be found at one of their favorite concerts, outdoors taking in everything the Twin Ports has to offer, or active with their dogs Sadie (boxer) and Kona (lab). Other times you can find Jordan on a local softball diamond, getting in a round of golf, or enjoying all things Bulldog hockey with Greyson.

To learn more about partnering with DeGraaf Financial, please reach out to any member of our team to set up a complimentary wealth review.