GRESETH FINANCIAL GROUP

For more than 25 years, Shawn Greseth has been helping investors and their families build confidence within their financial decisions to achieve their unique investment goals. He specializes in discretionary portfolio management, discovering each investor’s values, and stress testing customized investment portfolios using Envision®. He enjoys working with families to help reduce the fear and anxiety associated with making critical investment decisions. Shawn’s process of uncovering what each investor truly values helps enable him to work to deliver superior results in various market conditions.

Over the years, Shawn has aimed to build 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 all 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, likely enjoying some good food after a day of boating. Shawn is also an avid outdoorsman, and some of his favorite hobbies include fishing, biking, archery, waterfowl hunting, and big game hunting. In the winter, he also enjoys cross-country skiing and snowmobiling.

<sub>IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

Envision® methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2021 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.</sub>

In 2020, Grace Olson 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. She graduated from the Carlson School of Management in 2022. When she is not working, she loves to spend time with her friends and family, travel, be outdoors, and walk her dog, Daisy.

Heather joined Greseth Financial Group in March 2022 as a Client Relationship Manager. As a licensed general securities professional, she works with clients to maintain savings transfers and ensure requests are handled in a timely and efficient manner. Heather graduated from the University of Minnesota Morris with a double major in English and Spanish. She started her professional career as a Human Resources recruiter, but took time off after the birth of her first son. When she rejoined the workforce nearly 10 years ago, she began her career in financial services. In her previous roles, she worked with Larson Financial Group and Stifel Financial Corporation.  In her free time, she enjoys traveling and camping with her husband, John, their two sons – 11-year-old Roman and 8-year-old Vincent (Vinny) and their 12-year-old Golden Doodle, Manny.