Our Staff
Valtinson Bruner Financial Planning Staff
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Valtinson Tax Services
Larry Valtinson, ChFC
CERTIFIED FINANCIAL PLANNER™
Larry has been helping his clients meet their financial planning goals for the past 33 years. He attended the University of Minnesota School of Business. He became a Certified Financial Planner™(CFP®) through the College of Financial Planning in Denver, Colorado in 1989 and a Chartered Financial Consultant (ChFC) through the American College in Bryn Mawr, Pennsylvania in 1995.
Rob Bruner ChFC RICP®
CERTIFIED FINANCIAL PLANNER™
Rob loves sorting through financial data and crafting a plan that meets our client’s goals. He is especially passionate about developing retirement income plans. He strongly believes that a clear plan for providing monthly income leads to retirement happiness and fulfillment. Rob has been in the financial services industry for 20 years. He earned the Certified Financial Planner (CFP®) designation, Chartered Financial Consultant (ChFC) designation and Retirement Income Certified Professional (RICP®) designation.
Kellen Enright, CFP®, EA
CERTIFIED FINANCIAL PLANNER™, IRS Enrolled Agent
Kellen loves working closely with his clients to develop a deep understanding of their needs and goals. He enjoys using scenario modeling to educate his clients and help them make good financial decisions. He completed his financial planning degree at Minnesota State University – Mankato before earning the Certified Financial Planner® (CFP) and IRS Enrolled Agent (EA) designations. He has worked in the financial services industry since 2017.
Brandon Valtinson
Financial Planner
Brandon believes in using his financial planning expertise to simplify complex topics to help his clients gain understanding. He focuses on educating his clients to fully understand their options and why a strategy makes sense before implementation. Prior to joining Valtinson Bruner Financial Planning, Brandon spent eight years of his career working for one of the largest financial institutions in the United States. He held positions in customer service, treasury management, and finally as a treasury management consultant for local governments across the Midwest.
Julie Irving
Account Services Manager
Julie has worked with Larry since January of 2007. She comes from a legal background with an Associate’s Degree in Applied Sciences. As the Account Services Manager, she handles opening and transferring of accounts, distributions, as well as the maintenance of brokerage accounts. She also assists with our client’s medical and life insurance needs.
Aaron Dally
Chief Compliance Officer
Aaron joined Valtinson-Bruner Financial Services in October 2013 as an Administrative Assistant after working a number of years in banking & finance. He eventually became our Client Services Associate and is now our Chief Compliance Officer, making sure we properly follow the guidelines set out by the various regulatory agencies. Aaron also processes trades and assists in preparing for client meetings with Larry, Rob, Kellen, & Brandon. Talk to Aaron if you have general questions, want copies of documents, or need assistance gaining access to your accounts online.
Kelly Godfrey
Administrative Services
Kelly joined the Valtinson Financial Services team in August of 2017 and is the first point-of-contact at the front desk. She answers and directs phone calls and sets appointments. Kelly assists the Valtinson team with many of the administrative needs they have so they can concentrate on taking care of our clients.
Tyler Valtinson, EA
Managing Partner – IRS Enrolled Agent
Tyler is a staff accountant handling individual, business, and trust returns as well as new business formations. He is an Enrolled Agent which allows him to represent all taxpayers before the IRS. To become an Enrolled Agent, he had to pass a three-part comprehensive test covering Individual, Business, & Representation. As an Enrolled Agent, Tyler is required to complete 72 hours of continuing education every three years, ensuring that he keeps up-to-date with yearly changes to the tax code. He is also licensed in auto & home insurance.
Justen Valtinson
Managing Partner
Justen is a staff accountant handling individual, business, and trust tax returns as well as tax filings for payroll clients and new business registrations. He graduated from Metropolitan State University In 2013 with a Bachelor of Science in Business Administration. He is currently studying to become an Enrolled Agent.
Hayden Thom
Paraplanner
Hayden joined Valtinson-Bruner Financial Planning in June 2024 as a Paraplanner. As a Paraplanner, Hayden aids in the preparation and follow up for client meetings. Hayden has been working in financial planning since 2022 and earned an accounting degree from Anoka-Ramsey Community College and a finance degree from the University of Minnesota-Duluth.
Matt Jorgensen CFP®
Paraplanner
Matt enjoys being a “second set of eyes” for his clients, pointing out strategies they may not have been aware of. He does this by asking questions based on over 20 years of experience, and surrounds himself with the best resources available. He studied Business at Concordia College, Moorhead, MN and has been a CERTIFIED FINANCIAL PLANNER® professional for 15 years.
Varun Mehta
TAX ASSOCIATE
Varun completed his Masters education at Hamline University in St. Paul. He is currently working towards his Enrolled Agent certification.
Varun joined our team in August of 2021. He assists in tax preparation and client service.
