Meet the Team

Greg Mortenson; AIF

Greg Mortenson; AIF

Founding Partner

Greg Mortenson has over twenty five years of experience in working with closely held companies and business owners. Prior to entering into the financial services industry in 1992, Greg worked in the public accounting firm industry attaining his C.P.A. 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

Curt Swenson

Curt Swenson

Advisor

Curt is a Financial Advisor with Capstone Advisory Group. He entered the financial services industry in 1996, and has specialized in Estate and Retirement Planning for individuals and small business owners. 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