About Us
Guiding Your Financial Journey Across Generations
The Haddorff Team’s roots were planted in 1982 when Bob Haddorff transitioned from a career in teaching to establish a financial services practice grounded in trust and personalized care. His journey was inspired by a desire to support his fellow educators with sound investment options. In 2018, Bob's vision expanded as he united with his son, Ryan Haddorff, who brought a fresh perspective and more than 20 years of experience in the financial services industry. Today, the legacy continues with Ryan’s son, Luke, representing the third generation and carrying forward the family’s commitment to exceptional service. Together, they have cultivated a thriving practice that spans generations, blending decades of experience with innovative strategies to better serve their clients.
Guided By Our Values
At The Haddorff Team, we cherish the relationships we build with our clients and the legacy we help create. Our commitment to your financial journey is unwavering, and we look forward to growing alongside you, today and for generations to come. We are led by our core values:
Integrity & Accountability
The trust of our clients is essential. We hold ourselves personally and collectively responsible to do right and adhere to ethical principles in an environment of honesty and transparency.
Teamwork
Together, as a team, we strive to achieve what individuals cannot. Our individual strengths energize our joint efforts to improve the lives of the people we serve. We believe that financial well-being grows when it is built together.
Customer Service
We strive for the highest standards in all we do. We are committed to the timely and transparent exchange of information and ideas. Exceptional customer service is at the heart of everything we do—we’re committed to building lasting relationships by being responsive, transparent, and genuinely invested in your financial goals.
Company Culture
We take our work seriously. Our approach is grounded in a culture of respect, laughter, and genuine connection. Collective success is the foundation of lasting prosperity for our team and our clients.
What We Strive For
Our goal is to grow your wealth, your confidence, and your legacy. Rooted in a foundation of trust, integrity, and personalized care, we are committed to delivering exceptional service and fostering lifelong relationships. By understanding your evolving goals, we empower you to make informed decisions today and build lasting growth for tomorrow.
We're a Team of
Problem Solvers
Robert Haddorff
LPL Financial Advisor
CEO
I am the founding member, Partner, and Financial Advisor of The Haddorff Team. With over 44 years of experience in the financial services industry, I've dedicated my career to guiding others through the complexities of investments and financial planning. I pride myself on my top-notch service. If I am not away on a fishing trip or helping another client, I will always pick up the phone when you call!
Born and raised in Mound, MN, I am the youngest of four children. My siblings were my role models, and I strived to emulate the best qualities in each of them. Today, I reside in Eden Prairie, MN, with my wonderful wife, Ginger. Together, we have three adult children – Melanie, Ryan, and Ben – and nine incredible grandchildren: Luke, Makayla, Brooke, Tyler, Georgia, Riley, Leo, Charlie, and Will. They are the center of my world.
Before venturing into this field, I was a teacher and coach at Edina High School. When I was cut from teaching in 1982 due to seniority constraints, I found myself called to a career in finance. I transferred my love of numbers and teaching and was inspired to seek out the best investment products for my fellow teachers, setting me on my current path.
Like my son, Ryan, and grandson, Luke, I graduated from Gustavus Adolphus College, and it was there that I laid the foundation for my professional life. I am most passionate about helping people, and I firmly believe that the greatest values I can offer our clients are my knowledge, experience, and a genuine desire to support anyone no matter where they are on their journey.
To honor my family history of teachers and coaches, I established the Haddorff Family Foundation. We provide scholarships to outstanding student/athletes at my alma mater, Westonka High School, and other schools in the Twin Cities area.
Outside of the office, I enjoy fishing and hunting and regularly travel to Canada and Alaska with my fishing buddies. I like to think of myself as the greatest fisherman in Minnesota, and possibly the world!
Ryan Haddorff
LPL Financial Advisor
President
With over 28 years of experience in the financial services industry I am a Partner, Financial Advisor, and President of The Haddorff Team. Throughout my career, I've had the privilege of working alongside my dad, Bob, which has been an incredibly rewarding journey. My passion lies in helping clients pursue their financial goals and watching them grow as they progress through life and transition to the next stages.
Before embarking on my professional path, I graduated from Gustavus Adolphus College, which laid the groundwork for my career in finance. I have always found immense satisfaction in building long-lasting relationships with clients and being a part of their financial journeys.
Originally from Eden Prairie, MN, I now reside in Eagan, MN. I was blessed with 23 wonderful years of marriage to Jill Haddorff before her passing in 2020. Together, we raised four amazing children: Luke, Makayla, Brooke, and Tyler. It has been a joy to watch Luke start his journey at The Haddorff Team in 2023. In my free time, I enjoy playing tennis and basketball, as well as spending quality time with my family. These activities keep me grounded and remind me of the importance of balance in life.
Luke Haddorff
LPL Financial Advisor
I am a Financial Advisor at The Haddorff Team, where I provide comprehensive financial planning services to our clients. I have been working in the financial services industry since 2023 and have had the privilege of bringing three generations of Haddorffs into the business after Bob and Ryan Haddorff.
Before joining The Haddorff Team, I had the opportunity to work at the U.S. Open, which was an incredible experience. I have earned the Series 7 and Series 66 securities licenses, held through LPL Financial, which have equipped me with the knowledge and skills necessary to serve our clients effectively. My academic journey began with a B.A. in Financial Economics from Gustavus Adolphus College, where I developed a strong foundation in financial principles.
I am motivated by helping people plan for their financial future, and I particularly enjoy working with the younger generation. It is rewarding to guide them as they embark on their financial journey and help them understand how to manage their assets wisely. I believe that the greatest value I can provide for our clients is the combination of my knowledge in the field and the use of financial planning software to offer a clearer picture of their financial situation.
Originally from Burnsville, MN, I currently reside in Eagan, MN. Outside of the office, I volunteer with Younglife Capernaum, an organization that made a positive difference in my life during high school. In my free time, I enjoy playing tennis and spending time at our family cabin.
Lori Gile
LPL Financial Advisor
With over 20 years of dedication to clients in the Financial Services industry, I have built a career rooted in trust, empathy, and education. Since becoming a Financial Advisor in 2005, I’ve made it my mission to guide individuals and families through life’s financial complexities with clarity and confidence. I hold the Accredited Wealth Management Advisor (AWMA®) designation, reflecting my commitment to ongoing education and holistic wealth management. Above all, what sets me apart is my ability to truly listen. I strive to create a welcoming environment where clients feel comfortable sharing their dreams, concerns, and goals.
Prior to my career in financial services, I taught mathematics to at-risk youth—an experience that honed my ability to communicate complex concepts in a clear, relatable way. Whether clients are navigating retirement, planning for a child’s education, or facing unexpected life changes, I work to ensure they feel seen, heard, and supported without judgment, and have some fun in the process.
Originally from La Crescent, MN, I earned my degree from Viterbo University in La Crosse, WI, and now reside in Bloomington, MN, with my two children. Outside of work, you’ll often find me hiking, kayaking, camping, traveling, at sporting events, or enjoying live music. I’m especially fond of the North and South Shores and cherish time spent around the campfire with family and friends.
Kristi Adams, CFP®
LPL Financial Advisor
I've been working as a financial advisor since 2006 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2018. I'm passionate about helping my clients make confident financial decisions that reflect their values and support the life they want to live.
I meet each client where they are and work closely with them to put together the unique pieces of their financial puzzle. I’m especially passionate about helping families with generational planning—creating strategies that not only support their goals today but also build a strong financial foundation for future generations. It's incredibly rewarding to see my clients gain clarity, grow financially, and move forward toward their goals with confidence.
When I’m not working, I enjoy agate collecting, exploring state and national parks, and making the most of Minnesota winters by spending time outdoors. I also love spending quality time with my family—whether we're relaxing at our cabin up north, kayaking together, or just enjoying the peace and quiet. Every winter, I eagerly await the Saint Paul Pioneer Press Treasure Hunt for the Medallion—there’s nothing like the thrill of the search and the fun of solving the clues!
Rob Crowley
LPL Financial Advisor
I am a Financial Advisor and Insurance Specialist at The Haddorff Team, where I have dedicated over 15 years to the financial services industry. My primary responsibilities include insurance review and consultation, executing trades, performing rebalances, and engaging in comprehensive financial planning and analysis. I take pride in helping our clients pursue their goals by specializing in risk management alongside financial planning. Before joining The Haddorff Team, I honed my experience at a life brokerage, where I specialized in concierge insurance services.
What motivates me most in my role is the opportunity to get to know our clients better and understand what is truly important to them. I am passionate about helping clients pursue what they have worked for their entire life and ensuring they feel good about the process. Along the way, we also manage to have a little fun. I firmly believe that the greatest value I can offer our clients is putting the right pieces in place to create an actionable plan. This approach helps reduce insecurity about the future by clarifying what our clients want and how to pursue it.
Outside of the office, I find joy in spending quality time with family and friends, who are the most important aspects of my life. Balancing my professional responsibilities with personal connections allows me to maintain a well-rounded perspective, which I bring to my work with clients.
Mikel Dumonceaux, BFA™
LPL Financial Advisor
I joined The Haddorff Team in 2025, bringing nearly two decades of experience in financial services and a passion for comprehensive financial planning—helping clients clarify their vision, set meaningful goals, and create strategies to pursue them. Since starting my career in 2008, I’ve served as a Wealth Advisor, Vice President, and Partner, and in 2024 I earned my Behavioral Financial Advisor (BFA) designation—combining technical expertise with an understanding of how emotions and behavior influence financial decisions. My approach blends strategic planning with personalized guidance, ensuring each client’s plan adapts as life evolves.
Before working in finance, I proudly served in the United States Navy, where I learned the value of discipline, integrity, and teamwork—principles that continue to guide my work with clients today. I remain active in the veteran community as a lifetime member of VFW Post 494, supporting and honoring those who have served.
Outside of work, I enjoy staying active through biking, golfing, and firing up the grill for a backyard BBQ with family and friends. I also love winding down by the fire pit with my wife, Katie, and our dog, Sadie—those moments keep me grounded and remind me what matters most.
Colleen Wancenried
Executive Assistant
I have over 20 years of experience in the financial industry. I have been the Executive Assistant to my favorite advisor, Ryan, for 19 years. If you’ve worked with Ryan, you have likely worked with me! I help clients with everything from scheduling appointments to opening accounts to answering your questions. I have experience in 403b accounts. I regularly assist advisors in helping our educators and government employees navigate their qualified plans.
Outside of the office, I enjoy travel (favorite country- Italy, favorite state- Vermont, and favorite city- New Orleans), live music (I’ve seen 3 Dog Night, Bon Jovi, Def Leppard, Cheap Trick, Billy Joel, Elton John, Tom Petty, and more), making jewelry, and knitting (more of yarn collector than a knitter!). I love live theater and the arts of all kinds. I currently live happily with my two favorite roomies: my cats, Quinn and Silly Goose. I’m looking forward to many future adventures such as an Alaskan cruise, a helicopter ride over the Twin Cities, and a train ride through Canada.
Ben Munyon
Account Services Specialist
I’m proud to be the first Account Services Specialist at The Haddorff Team. Prior to joining the team in 2022, I worked at JP Morgan Chase and have been a registered financial professional since 2021. After connecting with the Haddorff Team through a mutual acquaintance, I was immediately drawn to their client-first approach and collaborative culture—making the decision to come on board an easy one. The majority of my time is spent behind the scenes with your new accounts, requests, work orders, maintenance, and paperwork. Although, you may occasionally find me greeting you from our main line or a transferred call to assist with your questions and requests. I try to keep my expertise open and flexible to fill in any gaps the team may need around our office.
I am proficient with new technologies emerging in our field. In my experience, LPL is at the forefront of the financial industry’s technological edge. Having a background in electronics sales, these advancements never scare me when presenting themselves. I truly enjoy our technological advancements, and I am constantly learning about the new tools and systems. Our team understands no matter how proficient you are, technology moves fast, and I am here to help.
Being part of The Haddorff Team means I get to work alongside an incredible group of colleagues while also having the flexibility to be present with my growing family. My wife and I recently welcomed our first child, and we’re absolutely loving this new chapter of life! We’ve always made it a priority to travel and see the world at least once a year — and now, we can’t wait to share those adventures with her!
I feel incredibly fortunate to work with the best clients in the industry from all walks of life. Our team is dedicated to keeping clients informed, empowered, and confident in their decisions. I am very excited and thankful to be able to serve such great clients and be a small part of this growing operation!
Cari Bakken
Director of Operations
As the Director of Operations at The Haddorff Team, I primarily work behind the scenes in support of our employees to help the daily operations run smoothly. With over 20 years of experience in the financial services industry, and 15 years with The Haddorff Team, I have developed a deep understanding of the intricacies involved in maintaining efficient and effective operations.
I am a graduate of the University of St. Catherine and I currently reside in South Minneapolis with my partner and two children. I enjoy travel, nature, puzzles, and am rarely without a home improvement project (or several). My strong passion for justice influences both my personal and professional life.
Balancing my role with The Haddorff Team with my personal interests and family commitments allows me to bring a well-rounded perspective to my work. I am beyond grateful to get to work with such an authentic bunch of people and an organization that values integrity as much as I do.
Katie Dumonceaux
Operations Manager
I've been working in the financial industry since 2012, bringing over a decade of experience and a genuine passion for helping clients. I earned my Bachelor of Arts in Business Management, with a Minor in Management Information Systems, from Augsburg College. My background in business management has equipped me with the skills to build strong client relationships while providing valuable support to advisors. My blend of technical knowledge and business expertise helps me connect with clients, understand their needs, and provide seamless support to advisors.
I’m dedicated to delivering excellence and always strive to exceed expectations, with integrity at the core of everything I do. I'm committed to providing exceptional service to every client, ensuring their needs are met with professionalism, care, and attention to detail. My goal is simple—to exceed expectations every time. I believe integrity is the foundation of strong relationships, and I work hard to ensure every client feels valued and supported.
Outside of the office, I enjoy spending time with family and friends, going on walks with my husband and our dog, Sadie, and seeking out fun activities whenever I can. I bring the same enthusiasm to my personal life as I do to my work—always looking for ways to connect, engage, and create meaningful memories. I bring an upbeat personality and a can-do spirit to everything I do.
Nancy Thompson
Office Manager
With over 19 years of experience in the financial services industry, I bring both expertise and a client-centered approach to my role as Office Manager for The Haddorff Team. I focus on managing the office environment and supporting our team to ensure every client interaction is seamless and positive. I take pride in creating an organized and welcoming environment for both clients and colleagues.
Before beginning my career in financial services, I worked in property management, where I developed strong skills in organization, communication, and client relations. These experiences, along with my background in office management, have given me the ability to anticipate needs, solve problems quickly, and help our team operate efficiently.
Originally from the St. Cloud area, I now live in White Bear Lake with my husband. I enjoy time with my family and extended family, whether we’re enjoying family gatherings, time at the lake, watching sports, or simple moments together. Outside of work, I enjoy staying connected to my community and spending as much time as possible with the people I love. I’m grateful to be part of such a dedicated team that truly values the people we serve.
Justin Jasperse
Customer Service Assistant
952-206-4622
I joined The Haddorff Team at the start of 2026 as a Customer Service Assistant. I have worked in the financial industry since graduating from Northwestern University in 2022 with a bachelor’s degree in Philosophy. My unique background in critical thinking and research has enabled me to find success in the detail-oriented world of finance. My greatest strengths have been in finding new ways to leverage our software to streamline daily tasks and deliver exceptional results to our clients.
I am passionate about expanding my knowledge of financial services and striving to meet the demands of our ever-changing technological landscape. My previous experience in the commercial real estate industry prepared me for the fast-paced world of financial services. I am thrilled to collaborate with my colleagues and help you build the best foundation for your financial goals!
I currently reside in Burnsville, MN, where I also grew up. Outside of work, I am passionate about trivia and have been involved in trivia competitions in the Twin Cities & Chicago as a competitor, staffer, and question writer over the past decade. My favorite categories are world literature, history, and pop culture. I am also an avid traveler and have been fortunate enough to spend time in Japan, Spain, and Greece. In the future, I would love to visit my mother’s family in the Visayas region of the Philippines.
Sutton Strander
Customer Service Specialist
I joined The Haddorff Team at the end of 2025 as a Client Service Specialist. With a strong interest in personal investing and a background as a project manager, it was a no brainer to bring my interest and expertise into the financial field with The Haddorff Team.
As a former constituent of the marketing and advertising industry, I was motivated to help individuals build their wealth rather than corporate entities. I am excited to help you in any way I can as I work towards becoming a financial advisor!
When I’m not in the office, you can find me on the running paths and hiking trails, trying new foods with my fiancé, or finding a quiet nook to read a good fantasy novel.
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