JANUARY 7, 2020 – Minnetonka, MN: Meristem Family Wealth recently named Renay Henderson, Andy Ohman, Anne Novak, Phil Strohm, Jimmy Sioris, and John Quinlan as Shareholders effective January 1, 2020.
Henderson CFP®, Client Advisor joined the firm in 2001; Ohman CPA, CFP®, Client Advisor in 2004; Novak CPA, PFS, CTFA, Client Advisor in 2005; Strohm, MSFS, Client Advisor in 2006; Sioris, MBA, Client Advisor in 2007 and Quinlan CAPI, Managing Director – Risk Management in 2008. As shareholders, these individuals will continue in their roles to help families across generations expand financial and human capital.
“We appreciate the dedication and long-term service of Renay, Andy, Anne, Phil, Jimmy and John to Meristem and look forward to continued contributions by these exceptional colleagues going forward,” said Charlie Maxwell, Chief Executive Officer of Meristem Family Wealth. “The addition of these shareholders is aligned with our long-term commitment to remain independently owned.”
Meristem Family Wealth was founded in 1999 with offices in Minnetonka, MN; Naples, FL; Scottsdale, AZ and Sioux Falls, SD. Meristem is an independent wealth management firm with more than $3.5B in assets under management. With Meristem engaged, prosperous families are poised to secure and extend their wealth, to make an impact for themselves, future generations and their communities.