Congratulations
to both TONY PARR, Partner & BRIAN MCKNIGHT, Partner, as they have once again been recognized by Forbes Magazine as one of the 2023 Forbes Best-In-State Wealth Advisors and to JOHN RUDI, Partner, on his selection once more as one of the Top Next-Gen Wealth Advisors Best-In-State for both 2022 and 2023!
Meet the Team
The Parr McKnight Wealth Management Group has over 180 years of combined experience as trusted advisors. We are committed to help you plan effectively, invest wisely and map a realistic course for your future.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Katie Meek
Registered Client Relationship Manager
Katie specializes in client service and assists with day-to-day client needs. She is driven by delivering excellent service and creating positive experiences through her operational and administrative tasks.
Katie’s passion is putting clients first in her every day work and providing remarkable customer service in each client interaction.
Allie Northrop
Client Relationship Manager
Allie specializes in client service, as well as other operational and administrative tasks around the office. In addition, she is the point of contact for our Fire Department Relief Association clients. Whether it’s processing retirement income distributions, coordinating client deposits and withdrawals, managing account transfers or providing account reporting or tax documentation, Allie works proactively to ensure clients have a tremendous
service experience.
Allie’s goal is to ensure that all clients receive exceptional service.
Emily Dolan, FPQP ®
Senior Registered Relationship Manager
With over 10 years of experience in the financial services industry, Emily provides excellent client service, organization and communication to our clients and families. She has extensive experience working closely with ultra-high-net worth individuals, corporate executives and their families. Her in depth knowledge of investment products, restricted stock transactions and employee stock option transitions makes her an invaluable resource for clients. She values building and cultivating relationships with families while integrating second and third generations.
Emily believes in delivering personalized and proactive service for her clients, while being a part of clients’ lives in times that truly matter.
Mindy Prow
Senior Client Relationship Adviser
Mindy serves our clients in her role as a Senior Registered Relationship Advisor. She brings with her more than 15 years of client-focused relationship management experience within the financial services industry. Mindy has an extensive background with other financial institutions; this dynamic industry experience enables her to help clients with their needs while establishing comprehensive processes to enhance the client experience.
Mindy is dedicated to developing deep and authentic client relationships and she is committed to helping exceptional people live exceptional lives.
Emily Noyes
Wealth Management Assistant
Emily joined our team full-time in May 2022 after graduating from the University of St. Thomas. She brings fresh and new insights learned while completing her coursework to earn a Bachelor of Arts degree in Financial Management. Partnering with a senior advisor on the team, Emily is involved with the operational aspects of client portfolios.
Emily is passionate about lending a helping hand whenever it may be needed.
Marissa Moutain
Administrative Client Associate
Marissa is our Administrative Client Associate whose friendly face welcomes you to our office. She is the team’s point of contact for clients and strives to deliver excellent client service.
She takes great pride in helping our clients receive the personal service they deserve. Marissa feels very fortunate to work with a team who truly loves what they do.
Kelli Hill, JD, CFP®
Director of Wealth Strategies
Kelli Hill, JD, CFP®, brings over 25 years of experience in legal and financial services to her new role as Director of Wealth Strategies at Parr McKnight. Previously, she held leadership roles at Wells Fargo & Co. and Fiduciary Counselling, Inc., specializing in tax, trust, and estate planning for ultra-high-net-worth clients. Kelli holds a Juris Doctor degree as well as her Certified Financial Planner (CFP®) designation and is an adjunct professor at the Carlson School of Management. Outside of work, she enjoys outdoor activities with her family and is a proud Packers fan.
Kelli’s mission is to offer personalized financial planning and innovative solutions, ensuring families can grow, protect, and transfer their wealth with confidence, while making decisions that embody what is truly important to them.
Nelson Moen, CFP®, ChFC®
Financial Advisor, Jr. Partner
Nelson joined the practice in 2016 and became a junior partner in the firm in 2023. He brings expertise in the areas of complex executive compensation packages (RSUs, NQSOs, ISOs, ESPPs, Deferred Compensation Plans, Etc...), estate strategies, succession planning, small business retirement planning, savings optimization, education planning and philanthropic planning. He prides himself on his commitment to understanding the passions, priorities and goals of our clients.
Nelson believes that a comprehensive wealth management plan is a key component to maximizing opportunity and happiness throughout our clients’ lives.
Tony Parr, CFP®
Partner
As the founding partner of The Parr McKnight Wealth Management Group, Tony has had the privilege of being a trusted advisor to families and institutions for over 30 years. He has been instrumental in assembling the team, defining the long-term vision, and putting in place the structure and processes to effectively deliver exceptional service for clients. Tony brings energy, enthusiasm and creativity to the team and to their family of clients. Recognized by Forbes Magazine as one of the BEST-IN-STATE WEALTH ADVISORS in 2020, 2021, 2022, and 2023. Tony also leads a weekly Lamplighters Bible study in Eden Prairie.
Tony wants to have a positive impact on the lives of other people and make his own little dent in the universe.
Brian McKnight, CFP®
Partner
Brian joined the practice in 1998 and is a founding member of The Parr McKnight Wealth Management Group. He plays an instrumental part in the team’s management of more than 55 public pension plans and is a portfolio manager for the team’s strategies. As a portfolio manager, Brian oversees, implements, monitors and adjusts the strategies based upon decisions made by the investment committee. Recognized by Forbes Magazine as one of the BEST-IN-STATE WEALTH ADVISORS in both 2021, 2022, and 2023 Brian also formulates advanced estate planning strategies that helps clients build, manage, preserve and transition wealth.
Brian’s mission is to help clients accomplish their goals in all facets of their lives.
Melissa Demirovich
Marketing and Client Engagement Coordinator
Melissa joined our team full time in May of 2023 after interning with the team while at Carlson School of Management. She brings a creative and strategic approach to business administration and marketing tasks with the knowledge gained from her marketing major and strategic management minor. Working closely with many members on the team, Melissa is a multidimensional team player.
Melissa aims to bring a compassionate and diverse perspective to every encounter with clients and team members alike.
Joe Enzler, FPQP®
Wealth Management Assistant
Joe joined the team as a Financial Services Associate after being an intern for over a year starting in 2021. Graduating from the University of Minnesota with a Bachelor of Science degree in Finance, Joe uses his knowledge to support the advisory team with operational aspects of client portfolios.
Joe is passionate about working hard to ensure our clients receive the care and service they deserve.
John Rudi, CFP®
Partner
As a partner of The Parr McKnight Wealth Management Group, John drives much of the planning and follow up involved in the client advisory process. Areas of focus include net worth management, asset preservation, estate strategies, education planning, and liability management. He also helps retirees plan for consistent and predictable streams of income. Recognized by Forbes Magazine as one of the TOP NEXT-GEN WEALTH ADVISORS BEST-IN-STATE in 2022 and 2023 , John is also constantly finding ways for the team to best utilize technology in an effort to make the planning process as clear and simple for clients as possible.
John strives to help clients realize that they have what it takes to be successful, financially secure, and live the life of their dreams.
Patti Kavanagh, FPQP®
Director of Relationship Management | Chief Administrative Officer
Patti has over 25 years of experience in the financial services industry and provides an elevated standard of care to our clients and their families. Working with the team and our clients’ attorneys and/or CPAs, she collaboratively plans long-term strategies to help oversee financial assessments and family needs. She is committed to working ethically, creatively, and resourcefully to elevate our clients’ life experience with us. She shares our client-first philosophy, and with her emphasis on relationship management, is an asset to our team. Patti holds the Financial Paraplanner Qualified Professional designation, as well as Life and Health Insurance licenses.
Patti is focused on deepening multi-generational relationships with our clients and continually strives to be attentive to their financial needs.