Our Team

With over two decades in wealth management and business leadership, Mike’s expertise far exceeds simply managing wealth for clients. He is deeply committed to partnering with business owners and high-net-worth families to help them navigate their complex and dynamic planning needs. He focuses on developing close relationships with clients based on humility and deeply shared trust. Aligned with an extensive network of specialists in tax, law, and investment banking, he delivers a high level of sophistication and collaboration. Whether guiding a client through a business succession or exit, liquidity creation, tax-mitigation, or next-generation wealth transfer, Mike thrives on providing bespoke solutions and client-first fiduciary advice to suit each family’s unique set of values and goals.

Education & Designations

• Bachelor of Arts, Management & Entrepreneurship – St. John’s University
• Accredited Investment Fiduciary® (AIF®)
• Certified Exit Planning Advisor® (CEPA®)

Community Involvement

Mike is passionate about giving back to his community, and he is an active member of the Knights of Columbus, Council 18545, and volunteers with the Cedar Lake Conservancy. He is also a 10u hockey coach for the Northern Lakes Lightning.

Personal Life

Mike and his wife Erin live on Cedar Lake in Aitkin, Minnesota, in the heart of the Greater Brainerd Lakes Area, where his family has resided for five generations. Mike and Erin are proud parents to three daughters—Macey, a busy teenager, and Lainey and Riley, middle-school-aged twins. When he’s not spending time with his family at the lake or at their various activities or coaching his girls’ hockey team, Mike is often found in the great outdoors. He especially enjoys time at the “Ryan hunting shack” or the fishing cabin on Rainy Lake, snow skiing, and snowmobiling. He is also an avid cook and reader, continually studying the next great book on business, investing, or thought leadership.

With more than 20 years of experience, Wes focuses on helping clients achieve their investment goals by designing custom strategies that reflect their values and vision of success. He enjoys working with successful business owners and families, and he takes a comprehensive approach to wealth management by partnering with clients’ attorneys and accountants. He specializes in business valuations, succession planning, tax mitigation strategies, legacy planning, and 401(k) plan consulting, and his mission is to guide clients toward optimal outcomes that endure for generations.

Education & Designations

• Bachelor of Science, Economics – University of Minnesota
• Accredited Investment Fiduciary® (AIF®)

Community Involvement

Wes is a committed member of the greater Aitkin community, having spent time serving numerous boards and organizations. He is an assistant softball coach, and he is active within the Knights of Columbus, Council 18545.

Personal Life

Wes and his wife Rebecca live in Aitkin with their children Grace, Lydia, and John. They are an active family, and Wes enjoys cheering on his kids at all their extra-curricular activities. In his free time, you can often find him outdoors, whether on the lake or in the woods going after whitetail deer.

Jennifer is an industry veteran with nearly 30 years of experience spanning financial services, commercial lending, and banking. Throughout her career, she has learned that being an advisor is about more than numbers; it’s about serving people. She takes a truly personal approach, getting to know each client, their life, their values, and their priorities, so their financial decisions support what matters most. She loves educating clients and inspiring them to achieve their goals, and her greatest satisfaction comes when a client discovers they have choices they didn’t even know existed—a process that requires both expertise and careful attention to the client’s unique situation.

Education & Designations

• Bachelor of Science, Business Administration & Finance
• Series 7 license
• Series 66 license
• Life & Health license

Community Involvement

Jennifer is grateful to be part of a family dedicated to education and community. Her husband Daryl has spent nearly 30 years as an enthusiastic elementary-school teacher and coach, inspiring students and athletes to discover the joy of learning and achieving success. Together, Jennifer and Daryl enjoy supporting school events and initiatives that bring families together and strengthen the community.

Personal Life

Jennifer is happiest when spending time with her husband Daryl and their three boys. Whether she’s in the gym cheering on her sons at a basketball game, traveling to her childhood home on the Whitefish Chain to fish, or visiting Daryl’s family farm in Bagley for four-wheeling, duck hunting, or deer hunting, Jennifer treasures every moment spent with family. She finds joy in the simple things, like sharing a meal and laughter with friends and family, trying out a new recipe, or enjoying a good cup of coffee.

William is committed to supporting his clients throughout their financial journeys. He loves every opportunity to engage with them, and he strives to exceed their expectations as he designs comprehensive and goal-oriented financial plans for their retirement. With meticulous attention to detail, he conducts thorough needs-analyses and leverages an all-encompassing planning structure to ensure his clients’ needs are met in every area and season of life. With nearly 15 years of experience in business leadership and client management, he has a knack for making clients feel heard, understood, and cared for.

Education & Designations

• Bachelor of Arts, Communication & Management – St. John’s University
• Series 65 license
• Minnesota insurance producer license

Personal Life

Outside of Triton Wealth, William spends most of his time outdoors with his wife Courtney. When they’re not on Cedar Lake fishing or surfing, they enjoy golfing, fitness, cooking wild game, and making memories with family and friends.

Laura appreciates excellent client experience and delivering the same. She enjoys listening and understanding client’s needs, asking curious questions, and making a positive impact in client’s lives. Laura has over 30 years of diverse business management experience, including 16 years in the financial services industry.

Laura graduated from the University of Minnesota – Twin Cities and holds life, annuity, and health insurance licenses.

After spending many summer weekends “up north” on Clear Lake near Aitkin, MN, Laura, and her husband Brett moved up to the Aitkin area where they have lived for over 20 years. In her free time Laura enjoys exercising their three dogs, boating, biking, golf, pickleball, more pickleball and then a lot more pickleball. 

Karlie serves as a Client Relations Associate, bridging the gap between comprehensive financial planning and exceptional client care. With over a decade of experience in high-touch client service roles, she brings a relationship-first approach to every interaction.

Since joining Triton, Karlie has focused on enhancing the client experience by streamlining processes, supporting account operations, and ensuring every client feels heard, understood, and supported. While her professional background prior to Triton was rooted outside the financial industry, her extensive experience as a first point of contact, answering questions, solving problems, and building meaningful relationships, has translated seamlessly into her role.

Known for her personable nature, strong communication skills, and keen attention to detail, Karlie is dedicated to delivering efficient, high-quality service with a personal touch.

Outside of work, Karlie enjoys staying active and spending time outdoors with her family. In June 2025 she relocated to Aitkin from North Dakota and is enjoying getting to know the community. She is getting married in August 2026 and is excited to become a stepmom to two daughters. Together, she and her fiancé stay busy with activities and enjoy making memories at the lake, camping, and exploring the outdoors with their goldendoodle.