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Rich Gerczak, CFP®

Ballast Advisors Richard Gerczak, CFP®

Tel: 651.200.3110
[email protected]
3820 Cleveland Ave N, Suite 500
Arden Hills, MN 55112-3298
ballastadvisors.com

Richard Gerczak, CFP®

Managing Partner | Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ 

Rich is a Founding Partner of Ballast Advisors. As a Certified Financial Planner for the past 22 years, Rich has helped many families reach their financial goals.  Rich focuses his practice on helping clients invest soundly, minimize taxes, educate their children, retire comfortably and preserve their estates.  He also serves on the Executive and Investment Committees within the firm.

Rich has been recognized numerous times by local publications and organizations for his work as a Financial Advisor.  He has also served in many leadership roles for the development and training of other Financial Advisors.  He is an active community member serving in many church and civic organizations.  Rich has served on a few local non-profit boards, worked as a mentor for The Boys and Girls Club and served as a local school board member.

Rich graduated from the University of Wisconsin Madison with a degree in Business Administration and major in Accounting.  He began his professional career as an Accountant for a Fortune 500 company here in the Twin Cities.  He is a member of the American Institute of Certified Public Accountants (AICPA).

Rich resides in St Paul with his family.  He enjoys time at his family cabin, reading history books and spending time outdoors.

 

Steven Schmidt, CFP®, APMA®, ChFC®, CLU®

Ballast Advisors Steven Schmidt, CFP®, APMA®, ChFC®, CLU®

Tel: 651.200.3113
[email protected]
3820 Cleveland Ave N, Suite 500
Arden Hills, MN 55112-3298
ballastadvisors.com

Steven Schmidt, CFP®, APMA®, ChFC®, CLU®

Managing Partner | Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ 

Steve is a Founding Partner at Ballast Advisors. He is a seasoned investment manager with over 24 years of experience.  Since 1993 he has advised small business owners and professionals with wealth management in St. Paul, MN  and serves on the firm’s Executive and Investment Policy Committees.

Steve earned his Bachelor of Arts degree from Saint Olaf College in Northfield, MN.  In addition, Steve has earned designations as a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), the Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).  He is  a member of the Financial Planning Association (FPA).  

Steve and his wife Mari reside in Arden Hills, MN with their four children.  In his spare time he enjoys reading, spending time outdoors – including the Boundary Waters,  and golfing with family and friends.