CFP®, ChFC®, CLU®
~ Brett Anderson, President St. Croix Advisors
~ Brett Anderson, President St. Croix Advisors
I am a proud graduate of Augsburg College in Minneapolis, Minnesota. Where I earned my BA in Business Administration. I continue to live as an Auggie by participating in various Augsburg activities and events. I obtained my Certified Financial Planner certification (CFP®) from the CFP Board of Standards, received my Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College in Bryn Mawr, Pennsylvania. In addition to passing all necessary state and federal security and insurance exam requirements.
My education has been undoubtedly beneficial, it’s the real-life experiences that have proven most influential, like owning my own business and taking a few of life’s curveballs myself. I’ve also benefited from the immense array of client experiences and the knowledge that’s come from helping them draft successful wealth management strategies. I sincerely enjoy working with each of my clients in creating the financial plans that allow them more freedom in their choices.
Over the years, I have also volunteered with the Carlson School of Management as part of their mentor program to help others achieve their professional goals. Along the way, I’ve had some great teachers both in and out of the classroom, who have helped make me the professional I am today. I am a firm believer that age is not necessarily a factor in being a mentor. Learning is an experience that can take place anytime, anywhere. I believe life is all about giving back; therefore, I try to help whenever possible.
I am a volunteer board member for the St. Croix Economic Development Corporation in Hudson WI where the mission is to encourage and assist economic development and capital investment, to enhance tax base, to create jobs, and to assist businesses in expansion, retention and/or location within the economic development area. Previously, I served six years as a board member for Store to Door in Roseville, MN. Whose goal is to help homebound elderly individuals maintain their independence in their own homes. Their typical client is a woman in her 80’s who has outlived her husband and just requires some assistance in getting groceries to maintain her independence. A truly wonderful organization.
Now to get personal! I have two kids, Nicholas and Mackenzie. Nick, a graduate of North Dakota State University with a Masters in Architecture, is hard at work building his professional career in California. Mackenzie graduated from East Ridge High School and enjoys outdoor activities, including going to summer camp. I have been married to a very understanding woman, Annette, for over 30 years. She encourages me to follow my passion and dreams every day and I am forever thankful that I found such a wonderful person.
Our family resides in Woodbury, Minnesota where the winter months are cold and it snows frequently. We do enjoy the change of seasons, we’re not so sure about the winters anymore. Many of my clients have winter homes to escape the snowy months, and I can see why they find it so appealing. January, February, and March, I certainly try to spend time with my clients at their winter homes in warmer locations for our regular reviews and updates. I always let my clients know that I’m happy to come see them rather than stay here in the cold tundra. I certainly won’t outstay my welcome.
In My Free Time…
St. Croix Advisors has given me the opportunity to enjoy spending more time with my family, especially my kids. Together, we’ve visited more than 40 Minnesota State Parks and have about 15 to go; our goal is to visit them all. In the summer, I like to spend time working around the house and especially in my yard. I take pride in my green golf course—weed-free lawn—for which my neighbors frequently give me a hard time. For getaways, Bluefin Bay is by far one of the greatest places our family has discovered. We frequently spend long weekends there to escape. There are real wood-burning fireplaces in every room—in fall and winter, there is nothing better!
Then there’s my other boy, Riley, a big black lab who runs the house and is a complete bed hog, even in a king size bed. He loves going on long walks and sunbathing around the house as the sun moves east to west each day. If only we all had it that good! The day he came home he already had his financial house in order, the rest of his life planned out, a great retirement strategy in place. Read more of his story.
Senior Portfolio Manager for Steele Capital Management, Inc.
Senior Portfolio Manager for Steele Capital Management, Inc
I have had the privilege of working with Brett for over 17 years through the partnership of St. Croix Advisors and Steele Capital Management. Through that time, our complimentary skills have created positive traction for the benefit of our shared client relationships.
I received my undergraduate degree and M.A. in Accounting from the University of Iowa. (Go Hawkeyes!) It should be obvious with my background as a CPA, but I really enjoy crunching numbers. My areas of expertise include investment management, along with a financial planning background that keeps Brett on his game.
Steele Capital Management maintains a solicitor arrangement with St. Croix Advisors. Clients should review each firm’s Form ADV Part 2 for further information about this relationship and whenever St. Croix Advisors utilizes outside investment management and selection of investment advisory services.
Chief Retirement Planning Officer
I’m ready! What’s the next step?