GRESETH FINANCIAL GROUP
With you, the client, at the heart of our work, we have structured our team in a way that helps us ensure each member of our staff is up-to-speed on the latest developments in your life, both personal and financial. This means when you call our office or send us an email, regardless of who you’re speaking with, we can guide you in the right direction.
Shawn Greseth
- CIMA
- Managing Partner
Shawn Greseth
- CIMA
- Managing Partner
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.
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.
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.
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.
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Grace Olson
- Client Associate
Grace Olson
- Client Associate
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.
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Evan Runkel
- Client Associate
Evan Runkel
- Client Associate
Evan joined Greseth Financial Group the first week of October 2023 as a Client Associate. As a licensed securities professional he works with clients to ensure requests, transfers, and filings are handled in an efficient and timely manner. Evan graduated with a degree in business and a minor in economics. For over 5 years Evan was filing tax returns for corporations and individuals of all walks of life as an IRS Enrolled Agent. At the University of Pikeville in Eastern Kentucky he played basketball and enjoyed meeting and playing against individuals from all over the country. In his spare time, he enjoys being outdoors, camping, fishing, golfing, and spending time with friends and family.
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