NFP

Jay is a director of the Wealth Transfer team at NFP’s Minnesota office, formerly The KNW Group, where he was a managing partner and cofounder.

Jay began his financial services career in 1991 as a financial consultant with AXA/Equitable. In 2001, Jay cofounded The KNW Group, which rebranded to NFP in 2019. With over 30 years of experience, his specialty is working with families, closely-held businesses, and tax-exempt organizations.

In 2021 and 2022, Jay was named one of America’s top financial security professionals by Forbes. In 2022, he ranked #8 in Minnesota. This list recognizes specialists who are helping clients in a world in which wealth protection matters more than ever.

Jay earned his economics degree from Saint John’s University. He holds his Series 6, Series 7, Series 63 and Series 65 licenses. Jay also has his Life, Health and Variable Annuity Insurance licenses in several states. He is a registered representative with Kestra Investment Services, LLC and investment advisor representative with Kestra Advisory Services, LLC.

Jay is very active in the community. In addition to serving on the Children’s Minnesota Foundation board, he is a member of the Mount Olivet Board of Life and Growth. He is also a previous member of the Children’s Minnesota Legacy Advisors board. 

Marty Nanne is a managing director at NFP’s Minnesota office and leads the Wealth Transfer division. Marty was CEO and cofounder of The KNW Group prior to joining NFP. Marty’s passion is creating meaningful connections to help people achieve personal and business goals.

Marty has over 28 years of experience and specializes in providing solutions to business owners, families and individuals regarding estate preservation and distribution. He also specializes in business and charitable planning to support succeeding generations, business succession and charities.

Marty holds his licenses for Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser Law Exam) Securities Registration. He also is a certified LUTCF, a registered representative with Kestra Investment Services, LLC, and investment advisor representative with Kestra Advisory Services, LLC. In 2022, he made Forbes’ 2022 Top Financial Security Professionals List and ranked #4 in Minnesota.

Marty serves as chairman of the board for PartnersFinancial and is a board member for the PartnersFinancial Foundation. Marty also is a board member for Spring Hill Golf Club and the 3M Tour.

Marty supports several charities locally including Best Christmas Ever (BCE), Crohn’s and Colitis Foundation, Northside Boxing Club, Heroes Helping Heroes, Folds of Honor, Children’s Hospital Minnesota, Make-A-Wish, Humor to Fight the Tumor, Mind Over Matter and more. 

Steve Jans is the vice president of the Wealth Management team for NFP’s Minnesota office and is also a financial advisor and the managing director of the Financial Wellness Division.

For more than 25 years, Steve has worked closely with businesses to design financial wellness programs for their employees. Steve looks to empower employees through unbiased education to help them effectively manage personal finances and retirement savings. He also works with individuals and families to help design investment strategies that support them as they move toward their financial goals.

A graduate of St. Cloud State University, Steve earned a degree in political science with a minor in economics. He holds his Securities Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser Law Exam) registrations through Kestra Investment Services, LLC. He also holds Life, Accident and Health Insurance licenses.

Steve is actively involved in his community, coaching youth baseball and basketball. He also serves as the president of the St. Michael-Albertville Boys Basketball Association. Steve enjoys and cherishes the time he spends with his wife and three sons. Together, they enjoy golfing and spending time at their cabin.

Alex is a senior advisor on the Wealth Management team at NFP’s Minnesota office and has been in the financial services industry since 2014. Prior to assuming his role as a senior advisor, Alex joined NFP through the acquisition of The KNW Group in 2017 as a private wealth manager.

Alex provides individuals and corporate clients with personalized wealth management guidance through high-quality financial services, independent investment advisory services, and insurance consulting. Alex’s knowledge and his commitment to his clients provides them assurance and confidence that they are on track to achieve their financial goals. The trust of his clients is the asset he values the most.

With this knowledge, he is a consultant for other advisors, designing custom risk management strategies. His knowledge extends to buy/sell planning, key person insurance, executive recruitment and retention strategies, carve-out plans, and non-qualified plans such as deferred compensation and executive bonus strategies.

A graduate of Saint John’s University, Alex earned a degree in business administration and management. He holds licenses for Series 6 (Investment Company and Variable Contracts), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), and Series 66 (Registered Investment Advisor). Alex also holds life, accident and health insurance licenses.

Billy is a senior advisor on the Wealth Management team at NFP’s Minnesota office. He works with individuals and families providing comprehensive, personalized strategies to help them reach their financial objectives. He focuses on goal-oriented planning and investment management.

Billy covers all aspects of financial well-being — from budgeting and debt management to insurance and wealth management. He collaborates with tax and estate planning professionals to ensure truly comprehensive planning. NFP’s investment management team oversees over $5 billion of private wealth in their fiduciary capacity.

Billy applies more than 20 years of experience in helping clients achieve financial wellness. He also helps businesses implement financial wellness programs. A graduate of the University of Notre Dame, Billy earned a bachelor’s degree in finance. He holds his Series 7 and Series 66 securities registrations, as well as life, health and variable annuity insurance licenses.

Billy volunteers in his church, his children’s school and the Higher Ground homeless shelter in Minneapolis. He passionately supports organizations that promote stable housing for all. Billy lives in Minneapolis, MN with his wife and three children and feels incredibly fortunate to enjoy their personalities every day. He also likes trivia, crossword puzzles, athletics and card games, volunteering, and traveling.

Chuck Bracht is vice president, Business Development, on the NFP Wealth Management team. Chuck has over 39 years of experience and has held many different roles in the industry, including as president of his firm from 1993 to 2010 and vice president prior to the company joining NFP in 2018.

Chuck specializes in retirement planning, asset allocation, estate planning and life insurance. He assists individual clients in their estate planning, which is especially important in light of upcoming changes in the estate tax exemptions. Longer life spans significantly impact the retirement calculus; to address that, Chuck assists our individual clients in their long-term asset allocation and cash flow planning. His extensive experience and breadth of knowledge provides his clients confidence that their financial goals will be achieved.

Chuck is involved in his communities and serves as chairman of the finance committee for VCPORA, a nonprofit organization in New Orleans that is dedicated to the quality of life and historical preservation in the French Quarter.

Chuck is a wine and food enthusiast and likes cooking. He also enjoys skiing, biking, Airstreaming and traveling. Chuck resides in Texas and loves being home, but he also enjoys spending time at his places in Steamboat Springs, CO, and New Orleans, LA.

David joined NFP as senior vice president in May of 2023. As a CERTIFIED FINANCIAL PLANNER™ professional, investment advisor, insurance broker, estate planner and employee benefits specialist, David brings a wealth of financial knowledge to each client and their unique challenges.

He has over 40 years of experience and commitment to his work, having founded the firm David A. Marcus and Associates prior to its acquisition by NFP. David excels in helping clients protect their current wealth and create long-term futures. His experience, talent and dedication allow him to deliver clear and focused planning to his clients, which he will continue to do in his role at NFP.

David specializes in business and estate planning with an emphasis on preserving and building estates through forward-looking financial strategies. He is well-versed in individual and business financial issues and stays on top of the constant changes in the financial landscape. His expertise, resources and exceptional track record enable him to help clients meet their insurance, investment, pension and personal financial planning needs.

David earned his bachelor’s degree in business administration with honors from Arizona State University. He currently holds Series 7 and Series 63 securities licenses.

Jim is currently a senior consultant and investment advisor. He has 49 years of domestic and international business experience with multinational financial services organizations, small entrepreneurial biotech, pharmaceutical and internet companies.

Before joining NFP, Jim founded Adam Consulting, a firm designed to assist small medical and technology companies by applying broad-based business experience in the areas of strategy, finance, business development, corporate governance, planning and execution. His many years of experience offer him a perspective that he channels into his many successful client relationships. Staying true to himself and his clients keeps him focused on demonstrating his core values.

Jim is an investment advisor representative and holds a Series 7 and Series 66 designation. He uses his wealth of experience to serve his clients as a trusted advisor.

Jim is a US military service-disabled veteran and served three years in the Air Force in Southeast Asia. 

Mack is an advisor on the Wealth Management team at NFP’s Minnesota office. Mack has an active role in the financial planning and development of investment strategies to help clients meet their short and long-term financial goals. He also serves as an investment committee member at NFP. Mack’s breadth of knowledge and expertise makes him a valuable resource to clients.

Mack started at NFP in 2018. Prior to assuming his role as an advisor he was a senior associate on the Wealth Management team and has been in the financial services industry since 2017.

A graduate of Saint John’s University, Mack earned a degree with a double major in accounting and economics. Mack is a CFP® Professional. He also holds his Series 7 (General Securities Representative Qualification Examination), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam) licenses.

Mack is an Alumni Class Committee Member at Saint John’s University. He enjoys golf, hockey and traveling.

Michael is a senior advisor on the Wealth Management team at NFP’s Minnesota office. Serving as an independent personal CFO, Michael specializes in helping high-net-worth families and business owners collaborate with trusted advisors to provide unified and objective advice on their key decisions.

Michael has over 11 years of experience and started at NFP in 2010. Michael’s ability to provide insight and solutions to help clients accomplish financial goals earned him a place on Fortune Magazine’s Five Star Wealth Managers Under 40 list in 2020.

Michael earned his bachelor’s degree in business with minors in economics, art and coaching from Saint John’s University and earned his MBA at the University of St. Thomas. Michael is a CPWA® and CFP®. He also holds his licenses for Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination), as well as Life, Health and Accident licenses.

Michael is involved in his community and is a board member on the Mounds Park Academy Alumni Association Board, where his wife, Ashley, is also a mental health counselor. Together, they have two daughters, Claire and Natalie. Michael enjoys running, biking and hiking. He also enjoys cooking, traveling and Minnesota sports.

Ronald is an investment advisor with 35 years of experience in the industry. He is passionate about his work with clients, paying close attention to details and building long-term relationships.

Ronald focuses on stock portfolio management and technical analysis. He takes careful consideration in offering advice that is based on each client's respective personal situation. This consideration provides a greater level of support and a strong array of resources to help clients achieve their short-term and long-term financial goals.

Ronald partners with clients to regularly monitor life situations to be proactive in considering any portfolio changes. He makes it his goal to provide open and ongoing communications to help to develop and maintain appropriate investment strategies.

Before joining NFP, he previously worked for Morgan Stanley, Citigroup and Lehman Brothers. He holds a Series 6 investment license, Series 3 commodity license and Illinois Life Insurance License. Outside of work, he enjoys gardening.

Sara is an assistant vice president of Operations and an advisor on NFP’s Minnesota Wealth Management team. As an advisor, Sara is actively involved and responsible for managing client relationships. She works with clients to develop a financial plan to help them meet their financial goals. Additionally, Sara manages all aspects of the Operations department within the Wealth Management division.

Sara started at NFP in 2017 and has been in the financial services industry since 2010. Prior to joining NFP, Sara held roles as an associate financial representative and associate wealth management advisor.

A graduate of the University of Wisconsin – La Crosse, Sara earned her bachelor’s degree in marketing with a communications emphasis. Sara is a CFP® professional. She also holds her Series 7 (General Securities Representative Exam), Series 66 (Uniform Combined State Law Exam), and Life, Accident and Health licenses.

Sara enjoys being outdoors, camping, and spending time with her family and friends.

Steve is a Certified Financial Planner™ with over 30 years of experience in the healthcare and finance industry. Steve manages comprehensive financial planning by identifying financial needs, providing solutions and setting goals while keeping budget in mind.

Steve has extensive experience providing consulting and advice in financial planning, health, life, dental and disability insurance for individuals as well as large and small corporations. His holistic approach to providing insurance solutions, expertise in forecasting market trends and desire to cultivate long-term relationships makes him a partner you can rely on. He is a nationally recognized expert who has been featured on Fox News.

Prior to NFP, Steve owned and operated Casico, a Managing General Underwriting firm and lead the company to $12 million in stop-loss premium. He was directly responsible as the COO for the financial turnaround of The Preferred Plan, the first PPO in Illinois; a family-owned business.

Outside of work, Steve enjoys traveling, spending time with family and cycling all around the world. He is also a wine enthusiast and enjoys trying new food and wine pairings.

Steven is a senior advisor on the Wealth Management team at NFP’s Minnesota office. Steven advises individuals and families with retirement projections, income planning, tax planning, and investment oversight and allocation. He also oversees qualified retirement plan investments and provides participation education for qualified retirement plans.

Steven has been in the financial services industry since 2009 and has experience serving as a resource and advisor for clients. Prior to his role as a senior advisor, Steven started at NFP early in 2014 as registered client service representative and as an account manager in 2015.

Steven earned his degree in business management with a minor in economics at Hamline University and earned his MBA at the University of St. Thomas. Steven is a CRPS® professional and holds his Series 66 (Uniform Combined State Law Exam) license.

Steven enjoys many sports including hockey, golf, hunting and fishing.

Steven is a vice president on the Wealth Management team of NFP’s Minnesota office. Steven is an investment advisor for corporate retirement plans, and regularly meets with leadership to manage the fiduciary process for the benefit of their employees.

He also coordinates education and financial planning as part of wellness programs for corporate clients. This provides a high touch and more personal experience for employees giving them support to measure and stay on track for financial and retirement planning. Steven’s skills in individual retirement income planning include cash flow analysis, investment management, income tax review and family legacy planning.

Steven started in the financial services industry in 2000 and has many years of advisory experience. He earned his degree in Finance and Economics at St. Cloud State University and his Master’s degree in Finance at DePaul University. He is a CFP® professional and holds his Series 65 and Series 66 licenses.

Steven is involved in his community and is part of Lord of Life Lutheran Church and Redeem Christian Academy. Steven and his wife, Alison, have two children, Cole and Eddie. He also enjoys canoeing and hiking in the boundary waters and home gardening.

Taylor is a senior advisor on the Wealth Management team at NFP’s Minnesota office. Taylor has been with NFP for over ten years and is an expert in helping her clients reach their financial goals. She specializes in retirement planning for individuals and families by coaching them through life’s challenges and rewards.

Taylor advises clients by identifying quality and diversified investment options to utilize in their portfolios. She has a wealth of knowledge and guidance that helps her clients feel confident, informed and in control of their financial future. In addition, she has an active role in helping businesses develop and implement financial wellness programs to assist in educating their employees.

A graduate of the University of Minnesota, Taylor earned a degree in entrepreneurial management and marketing. She holds her Securities Series 7 (General Securities Representative Qualification Examination) and Series 66 (Uniform Combined State Law Examination) registrations through Kestra Investment Services, LLC. Taylor also holds Life, Accident and Health Insurance licenses.

Taylor enjoys being active through golfing, playing tennis and running. She also enjoys traveling and spending time with her family and friends.