Meet the Team

Greg Mortenson; AIF

Greg Mortenson; AIF

Founding Partner

Greg has over thirty years of experience in working with closely held companies and business owners. Prior to entering the financial services industry in 1992, Greg worked in public accounting and attained his C.P.A. designation in 1991. Full bio

Scott Siverhus

Scott Siverhus

Founding Partner

Scott has over twenty years of experience in the financial planning and wealth management arena. He has assisted hundreds of families with defining their estate planning goals and designing tailored approaches to accomplish their objectives. Full bio

Patrice MacGibbon

Patrice MacGibbon

Advisor

Patrice has been implementing creative planning strategies for individuals and retirement plan employees for over twenty years. Patrice has assisted clients in all aspects of financial planning, risk management and goal achievement. Full bio

Sam Schuette

Sam Schuette

Advisor

Sam Schuette has more than 14 years of experience helping clients plan to reach their financial goals. Sam’s passion for relationship building stems from his drive to be your partner in discovering financial success every day and through life’s milestones. He Full bio

Carl Dale

Carl Dale

Client Relations Manager

Carl is a graduate of Lakeville High School and the University of St. Thomas and has been in the financial services industry for ten years in a variety of capacities. Much of his previous work experience was with a local financial services company managing the client relationship for a number of... Full bio

Juli Simmons

Juli Simmons

Operations Specialist

Juli Wunder Simmons is an Operations Specialist with Capstone Advisory Group. She provides expert client service, ensuring a low-stress experience for existing and new clients throughout the account setup process. Prior to joining Capstone in April 2015, Juli worked in multiple industries,... Full bio

Lynn Fering

Lynn Fering

Client Relations Specialist

As client relations specialist, Lynn Fering supports Capstone Advisory Group’s partners and financial advisors with client meeting preparations. She is driven to exceed client expectations with superior service. Prior to joining Capstone, Lynn worked in marketing for a national financial... Full bio

James Battmer

James Battmer

Chief Investment Officer

James Battmer currently serves as Chief Investment Officer for Resources Investment Advisors. In his role, James is responsible for providing executive oversight of the firm’s investment strategy and execution, in addition to overseeing all institutional and high-net-worth client accounts.... Full bio

Brandon Kempin

Brandon Kempin

Portfolio Manager

Brandon Kempin received his Chartered Financial Analyst designation in 2018 and currently serves as the Portfolio Manager for the Portfolio Management team at Resources Investment Advisors. Brandon has been part of the Portfolio Management team for the past 7 years. In his role, Brandon is... Full bio

Carey Morrison

Carey Morrison

Senior Wealth Strategist

Carey Morrison is a member of the Portfolio Management team and works with Wealth Management clients and Resources Investment Advisors partner firms. He has 29 years of experience in the industry. Prior to joining Resources Investment Advisors, Mr. Morrison was a Vice President at Tower Wealth... Full bio

Matt Windemuller

Matt Windemuller

Assistant Portfolio Manager & Analyst

Matt Windemuller received his Chartered Financial Analyst designation in 2019 and currently serves as the Asst. Portfolio Manager & Analyst for the Portfolio Management team and Allocation Committee at Resources Investment Advisors. Matt has been in the financial industry for 6 years. In his... Full bio

Phil Troyer

Phil Troyer

Vice President of Compliance

Phil has been working with Resources Investment Advisors since January 2015. He helps with the formation of plan governance documents and fiduciary processes. Phil has managed a national ERISA law practice and previously served as General Counsel for NRP Financial and NRP Advisors, a... Full bio