CONTACT US

We're ready to help

If you are ready to explore how an ESOP can help you with your succession planning strategy, then our team is ready to provide personalized service to meet the unique needs of your business. Get started by completing the contact form below and we will be in touch.

 

Neil M. Brozen
President

 612-747-8671 

Mary Johnson
Executive Vice President,
Client Services

612-564-1834 

Alex Perry
Director, Client Services

612-564-7255

Mary Wertz
Chief Strategist

612-823-2473 

Austin Semple
Controller

612-564-1825 

Audrey Jobson
Trust Administrator

612-564-1845 

Kelly Irizarry
Director, Trust Administration

612-564-1767 

Natasha Sourova
Executive Assistant to
Neil M. Brozen

612-564-1847 

 

 
 
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