For more than 30 years, Shawn has been helping investors and their families build confidence within their financial decisions to achieve their unique investment goals. Shawn specializes in discretionary portfolio management, discovering each investor’s values, and stress testing customized investment portfolios. He enjoys working with families to reduce the fear and anxiety associated with making critical investment decisions. Shawn’s process of uncovering what each investor truly values enables him to deliver superior results in various market conditions.

Over the years, Shawn has built a strong reputation within the industry for helping investors understand the complex and irrational nature of today’s financial markets. This skill set empowers him to help investors remain calm during market fluctuation so they will not compromise long-term results.

Shawn started Greseth Financial Group because he wanted to focus all his efforts on finding the best investment solutions for each investor he serves. Before launching his own practice, Shawn worked for several well-respected financial institutions, including Merrill Lynch, Carlson Companies, GE Capital, McGladrey and Pullen Coopers, and Lybrand.

Above everything else, Shawn is a family man who loves spending time with his wife, kids, extended family, and friends. During the summer months, you will probably find Shawn out on the lake surrounded by friends and family, enjoying some good food after a day of boating. Shawn is also an avid outdoorsman, some of his favorite hobbies include biking, archery, waterfowl hunting, and big game hunting. In the winter, he also enjoys cross-country skiing and snowmobiling.

Since 2018, Mindy has focused on building strong and trustworthy relationships with the clients of Greseth Financial Group. Mindy is well-known for providing premium service for every client and having genuine care and compassion for the multi-generational families we care for at Greseth Financial Group. Before joining our team, Mindy spent several years working with other financial institutions, including Ameriprise, Merrill Lynch, and AG Edwards & Sons. This dynamic industry background enables her to anticipate client needs while establishing unique processes to enhance the client experience.  

Outside the office, Mindy loves to travel and explore new parts of the world. She believes it is essential to broaden your perspective by experiencing the different cultures and lifestyles of people from around the world. Some of Mindy’s other hobbies include cooking, trying new restaurants, and spending time with her friends and family.

In 2020, Grace joined the Greseth Financial Group team as a Client Associate. She focuses on providing operational and administrative support for the team while creating outstanding service experiences for our clients. Grace’s excellent organization and time management skills help ensure smooth operations within the office for both clients and her fellow team members. Outside the office, Grace loves being outdoors. Some of her favorite outdoor hobbies include hiking, rollerblading, swimming, gardening, and walking her dog, Daisy.

Max Greseth joined the family practice in 2020 to learn more about managing the practice, building client relationships, and providing technical and administrative support to the team. Max is currently a Junior studying at South Dakota State University. Outside the office, Max loves to stay active and be outdoors. He frequently enjoys boating and having bonfires with his friends. Some of his favorite hobbies include hunting, fishing, trap shooting, golf, frisbee golf, bowling, riding horses, cooking, and even playing guitar.

Lex joined the practice in 2020 focusing on client communications and cultivating deeper, more meaningful relationships with clients and prospects. He truly enjoys interacting and getting to know each of our clients on a personal level. Lex is a graduate of the University of Minnesota, where he studied Communication, Management, and Mass Communication as a member of the National Society of Collegiate Scholars. When Lex is away from the office, you’d probably find him hiking, camping, or spending time with his friends.