Our Team:

Michael J. Bailey, CRPC®

Michael has been a financial advisor for more than 8 years. He started his career in the financial services industry with RBC Dain Rauscher and has also held positions with Ameriprise Financial and Bancwest Investment Services.

Michael enjoys most outdoor activities and sports, in particular, golfing and snowshoeing.

Michael has achieved his Chartered Retirement Planning CounselorSM (CRPC®) designation. He also holds FINRA series 7, 63 and 66 registrations.

Britt Clanton, CRPC®

Britt has over seven years experience as a financial advisor, previously working with American Express/Ameriprise Financial. He became a financial advisor to help people make their money work as efficiently as possible and now excels at creating retirement plans that are tailored to each individual’s needs.

Britt is a graduate of Gustavus Adolphus College in Minnesota. In his free time, he enjoys traveling, playing golf and skiing.

Britt has achieved his Chartered Retirement Planning CounselorSM (CRPC®) designation. He also holds FINRA series 7 and 66 registrations.

Ghada El-Gamal, CRPC®, CFP®

Ghada received her B.B.A from the University of Wisconsin and worked with Wells Fargo Bank N.A. before Transamerica Retirement Management. She became a financial advisor to help clients feel comfortable and gain assurances for their financial future.

In her free time, Ghada enjoys spending time with her family, traveling to foreign countries, playing tennis, volunteering and cooking.

Ghada has achieved her Chartered Retirement Planning CounselorSM (CRPC®) and Certified Financial PlannerTM (CFP®) designations. She also holds FINRA series 7 and 66 registrations.

Mary Jackson, CLU®, ChFC®, CASL®, CRPC®

Mary started her career with Transamerica in 1994 working as a supervisor and project manager. She spent 16 years in marketing and sales for annuity products prior to her tenure with Transamerica.

In her free time, Mary’s number one interest is spending time with her young grandson. When not with him, she enjoys traveling, rock-climbing, and volunteering in various care and companioning areas.

Mary has achieved her Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. She also holds FINRA series 6, 7, 26, 63 and 66 registrations.

Travis J. Jacobs, CRPC®

After graduating from the University of St. Thomas in St. Paul, MN, Travis began his career in the financial services industry as a Financial Advisor with the North Star Resource Group.

Travis enjoys many outdoor activities including hiking, camping, boating, swimming and snowshoeing. In the winter he spends his free time working as a basketball referee for the Minnesota State High School League.

Travis has obtained his Chartered Retirement Planning CounselorSM (CRPC®) designation. He also holds FINRA series 7 and 66 registrations.

Keith Lunneborg, CRPC®

Keith has an MBA in finance and has focused his career on investment management and analysis for over 14 years. He has previously held positions with Bremer Bank and VALIC, Gradient Investments – where he served as the president and portfolio manager.

Outside of work, Keith remains extremely busy with his wife and three young boys, but when he can find the time he enjoys fishing, golfing and hunting.

Keith has achieved his Chartered Retirement Planning CounselorSM (CRPC®) designation. He also holds FINRA series 7, 63, and 65 registrations.

Jill Olson, CLU®, ChFC®, CRPC®

Jill attended Kirkwood Community College in Iowa and worked at Transamerica Capital Management for 18 years as a sales supervisor before joining Transamerica Retirement Management.

When not working, Jill enjoys reading, horseback riding and spending time with her family and friends.

Jill has achieved her Chartered life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) and and Chartered Retirement Planning CounselorSM (CRPC®) designations. She also holds FINRA series 6, 7, 26, 63 and 66 registrations.

Laura Pope, CFP®

Laura has over 14 years of experience in the financial services industry and has been a financial advisor for seven years. Her previous experiences include positions with Investment Centers of America and CitiStreet.

Originally from Michigan, Laura received her B.S. from the University of Michigan. As a University of Michigan graduate, she is a huge college football fan. Outside of work, Laura’s main priority is spending time with her husband and son. She also enjoys sailing, traveling, and teaching ballet classes.

Laura has achieved her Certified Financial PlannerTM (CFP®) designation. She also holds FINRA series 6, 7, 63 and 65 registrations.

Jesse Stokes, CRPC®

Jesse received his A.A. in Business Management from North Hennepin Community College. He began his career in the financial services industry with Wells Fargo Bank N.A., working his way from bank teller to personal banker and, finally, investment consultant with Wells Fargo Investments. Prior to joining Transamerica Retirement Management, Jesse also worked as a financial advisor with Ameriprise Financial.

His hobbies and interests include spending time outdoors fishing, golfing or boating and spending time with his family.

Jesse has achieved his Chartered Retirement Planning CounselorSM (CRPC®) designation. He also holds FINRA series 7 and 66 registrations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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HELPING PEOPLE RETIRE