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Kristi leads the Wealth Advisor Team at BCU Wealth Advisors and brings nearly 25 years of experience in financial planning and wealth management. As a leader, she is committed to fostering a collaborative, client-focused culture that empowers advisors to deliver exceptional service and thoughtful financial guidance. During her 15-year tenure with BCU, she has built her practice on a foundation of trust, transparency, and collaboration, helping clients navigate complex financial decisions while striving to deliver consistent, high-quality outcomes aligned with their long-term goals.
Beyond her professional responsibilities, Kristi is actively engaged in her community and serves on the Advisory Board of Camp Kesem for the Hamline University chapter in Saint Paul, supporting student-led initiatives that empower children impacted by a parent’s cancer. She earned a bachelor’s degree in Business Administration from North Dakota State University, holds life, health, and accident insurance licenses and maintains FINRA Series 7 and 63 registrations through LPL Financial and BCU Wealth Advisors. Check the background of this investment professional on FINRA's BrokerCheck.
With more than 35 years of experience in financial services, including the past 20 years at BCU Wealth Advisors, John is dedicated to understanding each client’s unique goals and circumstances. He partners with high-net-worth individuals and families to develop comprehensive financial plans and implement personalized investment strategies designed to help them pursue their long-term objectives. By taking a personalized, holistic, and disciplined approach to wealth management, John focuses on delivering clarity and financial confidence so clients can focus on what matters most in life.
John holds a bachelor’s degree in economics from the University of University of Wisconsin–Madison. An active follower of the financial markets and economy, he remains engaged with evolving trends and opportunities that may benefit his clients. He is licensed in life, health, and long-term care insurance and maintains FINRA Series 6, 7, 63, and 66 registrations through LPL Financial and BCU Wealth Advisors. Check the background of this investment professional on FINRA's BrokerCheck.
Whether clients are building wealth, planning for retirement income, or creating a legacy for future generations, Bryan is committed to understanding their unique goals and developing strategies tailored to their needs. Bryan brings more than 25 years of experience as a financial professional, with the last 20+ years at BCU. His diverse background provides him with a broad perspective on both personal and business financial planning.
Bryan holds a bachelor’s degree in Management Technology from Purdue University and an MBA from University of South Carolina. He is licensed in life, health, and long-term care insurance and holds FINRA Series 7, 63 and 66 registrations through LPL Financial and BCU Wealth Advisors. Check the background of this investment professional on FINRA's FINRA's BrokerCheck.
Ivan is dedicated to helping clients achieve their financial goals through personalized guidance and comprehensive planning. Drawing on several years of experience in the financial services industry, he takes a client-centered approach, working closely with individuals and families to understand their unique objectives, evaluate available strategies, and develop tailored plans that support long-term financial well-being. Since joining the BCU Wealth Advisors team in 2025, Ivan has remained focused on building trusted relationships and helping clients navigate important financial decisions with confidence.
Ivan earned an Associate of Arts degree from McHenry County College in 2018 and a Bachelor of Science in Economics, with a minor in Business Administration, from Northern Illinois University in 2020. He holds FINRA Series 7 and Series 66 registration through LPL Financial and BCU Wealth Advisors. Outside of work, Ivan enjoys maintaining an active lifestyle through fitness, hiking, sports, and spending time with family and friends. Check the background of this investment professional on FINRA's BrokerCheck.
Luis has more than 13 years of experience helping individuals and families pursue their financial goals through personalized wealth management and comprehensive financial planning. He is passionate about helping clients prepare for and navigate retirement, developing tailored strategies focused on wealth accumulation, retirement income planning, investment management, and long-term financial security. Since joining the BCU Wealth Advisors team in 2024, Luis has continued to provide thoughtful, client-centered guidance designed to help clients build confidence in their financial future and achieve their retirement goals.
Luis earned an MBA from California State University, Los Angeles and a Bachelor’s degree in Political Science with an emphasis in Economics from San Francisco State University. He holds FINRA Series 7 and 66 registrations through LPL Financial and BCU Wealth Advisors, and maintains California life and health insurance licenses. Outside of work, Luis enjoys outdoor activities, golf, and spending time with family. He is also passionate about supporting animal rescue and welfare organizations. Check the background of this investment professional on FINRA's BrokerCheck.
Jamie provides personalized financial planning and wealth management designed to help clients pursue their goals while managing risk. With more than seven years of experience in the financial services industry and as a member of the BCU Wealth Advisors team since 2023, he takes a relationship-focused approach, working closely with clients to develop and adjust strategies as their needs evolve. He has a particular focus on comprehensive financial planning and helping executives navigate the complexities of equity compensation, retirement planning, and investment management. By aligning these elements within a broader financial strategy, Jamie helps clients make informed decisions and work toward long-term financial success.
Jamie earned a Bachelor’s degree in Business Administration from Clarke University. He holds life and health insurance licenses, along with FINRA Series 7 and 66 registrations through LPL Financial and BCU Wealth Advisors. Jamie serves on the board of the Fellowship of Christian Athletes and enjoys spending time with his family. Check the background of this investment professional on FINRA’s BrokerCheck.
Amanda brings more than 20 years of experience in financial services, with a focus on client service, retirement planning, annuities, and investment strategies. She is dedicated to understanding each client’s unique needs and delivering clear, personalized guidance to help them make informed financial decisions with confidence. Since joining the BCU Wealth Advisor team in 2019, her approach emphasizes communication, collaboration, and long-term relationship building.
Amanda holds FINRA Series 6, 7, 63, and 65 registrations through LPL Financial and BCU Wealth Advisors. Outside of work, Amanda enjoys spending time with her family, supporting her son’s baseball activities, and traveling. Check the background of this investment professional on FINRA's BrokerCheck.
Ted brings nearly 30 years of leadership and business experience to his work, grounded in a deep conviction that comprehensive financial planning can meaningfully shape people’s lives. Since joining the BCU Wealth Advisors team in 2011, he has guided clients through complex financial decisions with clarity and purpose, helping them build confidence in their long-term direction. He also played an instrumental role in forming the firm’s RIA, strengthening its ability to deliver highly personalized planning and investment strategies for ambitious families pursuing long, comfortable, and fulfilling lives.
Ted earned a bachelor’s degree in Finance from Penn State University and is an Investment Adviser Representative with BCU Wealth Advisors. He is not affiliated with LPL Financial. Check the background of this investment professional on Advisor Check.
Heather has more than 30 years of experience helping corporate executives, business owners, families with special needs children, and individuals achieve their financial goals. Since joining BCU in 2017, she’s focused on developing customized financial plans and investment strategies designed to address each client’s unique needs. By combining disciplined investment management with holistic financial planning, Heather helps clients navigate complex financial situations in multiple states and builds confidence in their financial future.
Heather earned a bachelor’s degree from Southern Methodist University and an MBA from DePaul University. Heather holds FINRA Series 6, 7, 63, and 66 registrations through LPL Financial and BCU Wealth Advisors. Heather enjoys gardening, cooking, yoga and time with family while serving at the Church of the Holy Spirit and Ray Graham Association for special needs adults. Check the background of this investment professional on FINRA's BrokerCheck.
With more than 12 years of experience in financial services and as a member of the BCU Wealth Advisors team since 2018, Jon helps clients navigate retirement planning, investment management, tax strategies, estate planning, and insurance decisions with confidence. He is passionate about educating and empowering clients to make informed financial decisions and develop strategies aligned with their long-term goals. Serving clients in more than 20 states, Jon leverages technology, including video conferencing and secure electronic document delivery, to provide a seamless, convenient, and personalized client experience.
Jon earned a finance degree from the University of Wisconsin Oshkosh, is a member of the Financial Planning Association (FPA), and holds FINRA Series 7 and 66 registrations through LPL Financial and BCU Wealth Advisors, along with his state insurance licenses. Outside of work, Jon enjoys spending time with his family, exploring new places through travel, and pursuing an active lifestyle. Check the background of this investment professional on FINRA's BrokerCheck.
Advisors associated with BCU Wealth Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of BCU Wealth Advisors; or (2) solely investment advisor representatives of BCU Wealth Advisors, and not affiliated with LPL Financial.
Insurance products are offered through LPL or its licensed affiliates (CA Insurance License #0518721 or 0B91442). Investment advisory services are offered through BCU Wealth Advisors, LLC, a registered investment advisor and separate entity from LPL Financial. BCU Wealth Advisors, LLC is a wholly-owned subsidiary of BCU. BCU is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BCU Wealth Advisors, and may also be employees of BCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BCU or BCU Wealth Advisors. Advisory services, securities, and insurance offered through BCU Wealth Advisors, LLC, LPL Financial or its affiliates are:
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