Mike is responsible for managing client relationships and company strategy at Innovative Planning Group. Mike received his degree in Economics from the University of Wisconsin-River Falls and maintains his Series 6, 7, 63, through LPL Financial and the Series 65 held through Great Valley Advisor Group.
Mike and his family enjoy being active in local charities, spending time on the lake, and getting in the occasional round of golf.
Aaron is responsible for managing client relationships, and company strategy. Aaron received two Bachelor of Science Degrees in Accounting and Finance from the University of Wisconsin-River Falls. He also maintains his Series 6,7, and 63, through LPL Financial and the Series 65 held through Great Valley Advisor Group.
Aaron and his wife, Adrianna, live in Maple Grove, MN. They have a son, Lincoln. They enjoy traveling, breweries, and spending time with family back on each other’s family farms in Southwest Minnesota.
Justin is responsible for maintaining, implementing, and monitoring Innovative Planning Group’s investment strategy. Justin is a CFA® charterholder, a member of the CFA Society of Minnesota, and holds degrees in Finance & Accounting from the University of Wisconsin-Eau Claire. Prior to joining IPG, Justin worked as an investment analyst, financial analyst, and accountant at various companies and LPL Financial. Justin maintains his Series 6, 7, 63, and 66 licenses held through LPL Financial.
Justin and his wife, Kylie, live in Plymouth, MN. They have a son, Rowan, and a golden retriever named Piper. They enjoy spending time outside - whether it’s taking Piper to the dog park, playing golf, or venturing north to the lake. They can also be found at various restaurants across the Twin Cities enjoying a date night together.
Nolan is responsible for helping manage client communications, marketing, technology initiatives, and onboarding new clients. He is a graduate of Hamline University with a Bachelor’s of Business Administration in Finance.
Nolan enjoys spending time with two different organizations, Special Olympics Minnesota and Hamline University where he serves on the Young Professionals Board of Directors as well as Hamline's Piper Athletic Association. Nolan is in charge of the Blue Ocean Invitational, a golf tournament Benefiting Special Olympics Minnesota Athletes. If he isn’t helping with something related to baseball or golf, you can find him at his lake house and spending time with family and friends.
Katie is responsible for helping grow and develop best practices and processes for our team and IPG Advisors. She helps our team and advisors with goal setting, vision work, business coaching, talent attraction, and systems. Katie is a connector by nature and truly loves working with others. Katie holds a degree in Business Management from Herzing University. Prior to joining Exeter, Katie worked as a business developer and talent acquisition director for almost nine years.
Katie and her husband, Casey live in River Falls, WI. They have four children, Cayden, Caleb, Camden, and Evelyn. They also have two mini schnauzers named Elvis and Presley. In her spare time, she loves being up north at their lake home and tavern in Danbury, WI. You can find her enjoying a day on the lake fishing and tubing, a long motorcycle ride with her hubby, cheering her kids on at numerous sporting events, a long walk with a friend, traveling, or helping in the community.
Trevor is responsible for assisting in the preparation of various client meeting topics, as well as implementing trading activities in accordance with the overall investment strategy. He graduated from the University of Wisconsin – Madison with a Bachelor of Business Administration, while majoring in Finance, and Management, and maintains his Series 7, 66, and SIE through LPL Financial.
Trevor lives in Hudson, WI. He enjoys being outdoors and spending time with his friends and family. Some of his favorite activities include kayaking, exploring the state park, and boating trips on the St. Croix River.