Michele L. Martin
When it comes to understanding the nuances of wealth management, Michele’s background in corporate banking and financial services plays an essential role. As president of Lurie Wealth Advisors, Michele oversees the design and delivery of our comprehensive wealth management and financial solutions to each of our clients. She works with each client to design a customized executable strategy for the integration of cash flow, portfolio management, tax planning, liability and risk management.
Michele has a BA in economics and political science from Gustavus Adolphus College, and an MBA® from Drake University. She holds FINRA Series 7, 63, 65, 9, 10, and 24 securities registrations, and is a member of the Minnesota Financial Planning Association. In 2010, she was recognized as an “Industry Leader, Women in Business” by the Minneapolis/St. Paul Business Journal.
An active community volunteer, Michele currently serves on the board of trustees for the Minnesota Landscape Arboretum. She and her husband, Bob, have two children and live in Plymouth, MN.
Brian L. Thorkelson
Chief Investment Officer
An accomplished, forward-thinking investment management professional, Brian’s extensive experience working with equities, fixed income, and alternative asset classes through many market cycles drives his wealth management recommendations for each of his clients. Committed to developing strong, positive working relationships, he focuses on developing customized, comprehensive investment programs based on his deep understanding of individual goals and priorities.
Brian has a BA in computer science from Gustavus Adolphus College and is a member of the CFA® Institute and the CFA® Society of Minnesota. He holds FINRA Series 7, 63, and 65 securities registrations. He has been featured in numerous investment publications including Barron’s and Investor’s Business Daily.
Rosemary L. Barenz
Client Service Associate
Growing up in a family business gave Rosemary a unique perspective of what customer service means. Throughout her career, with experiences working at Wall Street brokerage firms and private hedge funds to busy call centers and corporate training, she brings a well-rounded view from all sides of the spectrum. Rosemary embraces a solid commitment to serve clients’ needs.
Rosemary has a BA in music from Luther College, and a Master of Music from the University of Cincinnati. She holds FINRA Series 7 and 63 registrations.
Rosemary lives in Minneapolis.