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Paul L. Parnell, APMA®, CRPC®

Ballast Advisors Paul L. Parnell, APMA®, CRPC® Wealth Advisor

Tel: 651.478.4644
[email protected]
683 Bielenberg Drive, Suite 208
Woodbury, MN 55125-1715
ballastadvisors.com

Paul L. Parnell, APMA®, CRPC®

Managing Partner | Wealth Advisor 

Paul is a Founding Partner of Ballast Advisors.  He has over twenty-three years of experience in guiding clients and helping them prepare for a sound financial future. He specializes in financial planning, including wealth management solutions and risk reduction strategies for a select group of families, professionals, business owners, and retirees. Paul also oversees the general business and strategic direction of the firm. He serves on the firm’s Executive and Investment Policy Committees.

He is an Accredited Portfolio Management Advisor (APMA®) and holds the Chartered Retirement Planning Counselor (CRPC®) designation. He is a member of the Financial Planning Association. He serves on several local boards, including the board of directors for the Woodbury Community Foundation, where he works to enforce their mission connecting people and organizations with causes that matter.  

Paul resides in Woodbury, MN with his wife, Gloria and children.  In addition to spending time with his family, he enjoys golfing, reading and running.

 

Scott Peterson

Ballast Advisors Scott Peterson, Wealth Advisor

Tel: 941.621.4015
[email protected]
223 Taylor Street, Suite 1214
Punta Gorda, FL 33950-3901

ballastadvisors.com

Scott Peterson

Wealth Advisor

Scott has twenty-seven years of experience in the financial services industry and has been working as a financial advisor for the past twelve years.  At Ballast Advisors, Scott strives to educate clients and assist in making progress toward their financial goals and dreams. He develops sustained and actionable solutions through his hands-on approach to financial planning. He plays an important role in guiding our investment strategy, portfolio management and providing ongoing financial planning to new and existing clients. Prior to becoming a financial advisor, Scott worked in fixed income trading for Ameriprise Financial and Washington Square Securities. 

Scott graduated with a Bachelor of Arts in Economics from St Olaf College in Northfield, Minnesota. 

 

Andrea Nease

Ballast Advisors Vice President, Operations

Tel: 651.478.4644
[email protected]
683 Bielenberg Drive, Suite 208
Woodbury, MN 55125
ballastadvisors.com

Andrea Nease

Vice President, Operations and Compliance

Andrea is the Vice President of Operations and Compliance Delegate of Ballast Advisors. She is responsible for oversight of service delivery, compliance, and overall operations for the firm.

Andrea earned her Bachelor of Science degree from Florida State University and has a Masters degree in Organizational Ethics and Compliance from the University of St Thomas School of Law.  She also received a Graduate Certificate in Strategic Risk and Responsibility from St. Thomas’ Opus College of Business.

 

 

Patrick Groff

Tel: 651.478.4644
[email protected]
683 Bielenberg Drive, Suite 208
Woodbury, MN 55125-1715
ballastadvisors.com

Patrick Groff

Financial Planning Specialist

Patrick is a Financial Planning Specialist in our Woodbury office. He lives in Forrest Lake with his wife. During his free time, he enjoys spending time with his family or being out on the lake.

 

Kathryn Bergloff

Ballast Advisors Kathy Bergloff Client Service Manager

Tel: 651.478.4644
[email protected]
683 Bielenberg Drive, Suite 208
Woodbury, MN 55125-1715
ballastadvisors.com

Kathryn Bergloff

Client Service Manager

Kathy has been in office administration since 1994.  Her focus is on supporting our Client Service Managers in the Woodbury, MN and Punta Gorda, FL  locations. She is committed to building relationships, providing timely client service, and ensuring an excellent client experience.

Kathy lives in South Saint Paul, MN with her husband Bill and her dog Elsa.

 

Melinda Bradley

 

Tel: 941.621.4015
[email protected]
223 Taylor Street, Suite 1214
Punta Gorda, FL 33950-3901
ballastadvisors.com

Melinda Bradley

Client Service Manager

With over 15 years in customer service, Melinda ensures not only that the clients needs are met, but thrives to make each one feel special. Melinda lives in Port Charlotte, FL with her husband and Boston terrier, Myles. In her free time, she enjoys going to the beach, exploring new parks, and cheering on her St. Louis Cardinals.