Kelly Hart

Associate Business Consultant

651.756.0063

 - Lead the Training Team
 - AFA Compensation Agreements
 - Workflows & Meeting Prep
 - Project Management 
 - Initial Practice Assessments

Marie Tobin

Assistant

612.554.7259

 - Franchise Consulting Relationship       Management
 - Communications Review 
 - Jambalaya Recipes for Success


Debbie Weliver

Marketing Consultant

952.303.2917

 - Wholesaler Reimbursement
 - Client Communications 
 - Event Invitations & Planning
 - Marketing Plan Development 
 - Website & Social Media Support


Kim Kaluza

Recruiting Consultant

952.807.1044

 - Recruiting
 


Cece Wech, CRPC®

Compliance Consultant

952.857.1289

 - Hiring Support
 - BDLR Benefits 
 - Compliance Policies
 - Project Management 
 - Initial Practice Assessments

Jasen Braun, MBA, CFP®, CRPC®

Director - Practice Implementation

952.486.4250

 - Financial Planning Process
 - Menu of Services
 - Segmentation/Grading
​ - Practice Valuations
 - NaviPlan Expert



Aaron McPherson, 
CRPC®, BFA®, APMA®

Training Manager

651.206.1388

- Investment Research
- Model Development
- AFA/Staff Development
- Thomson One 



Our team offers depth and diversity in our combined skill and experience. You’ll enjoy the personal service and one-to-one interaction with your business consulting resource while also benefiting from the wider skillset of the team as a whole. Our team comprises ten professionals with backgrounds in many fields, so you’ll understand and feel comfortable with the guidance you receive and the strategies we recommend.

our team

Megan Ryan

HR Specialist 

952.994.0159

 - Employee Handbooks
 - Recruiting /Interviewing


Bernie DeLaRosa, ​CFP®, ChFC® CRPC®, CLU®, APMA®, CASL®

Managing Business Consultant

952.857.1242

 - Mergers/Acquisitions/Practice Sales
 - Legal Agreement Definition
​ - Advisor Leadership Skills
 - Initial Practice Assessment

Cate DeLaRosa

Associate Business Consultant

952.426.5550

 - Human Resources Support
 - Recruiting
​ - Performance Reviews
 - Initial Practice Assessments 
​ - Compensation & Benefits


Jon Goldstein, CFP®, ChFC®, MSPFS, CRPC®, APMA®, CLTC, CRPS®

Associate Business Consultant

608.831.3230

 - Host Investment Webinar
 - Investments Expert
​ - Investment Research
 - Model Management
​ - Premium Financing



Ally Sellner

Training Manager
952.228.6484
 - Staff Development 
 - Contact Manager
​ - Client Viewer & Advisor Mobile 
 - Online Client Experience

Dana Pettipiece

Training Manager

612.701.3073

 - Staff Development
 ​- Paperless Office

 - Online Client Experience
 - Contact Manager Expert


Jambalaya Group © ALL RIGHTS RESERVED. 

Gail Anderson 

Executive Assistant to Bernie

952.486.4221

 - Calendar management for Bernie
​ - Scheduling 





Amy Edwards

HR Specialist & Project Manager

612.210.8133

 - Project Management
 - Interviewing/Recruiting
​ - Performance Reviews
 - Initial Practice Assessment



Steve Hebert, CFP®

Training Manager

952.228.8575

 - Staff Development
 ​- NaviPlan Training

 - Portfolio Management Tool Expert
 - Thomson One 


Kris Hartland

Associate Business Consultant

727.421.9512

 - Marketing
 - Advisor Coaching 
 - Growth Programs
 - Tax Strategy & Planning