Archives: Team Members

Tom Gunderson
6 May 2022
Tom Gunderson
Prior to joining ViaWealth Tom served as Senior Managing Director, Co-Head of Investments at Wells Fargo Private Bank, and Senior Investment Strategist at Oxford Financial Group. Both roles involved managing the wealth investment platform and […]
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Shelley Johnson
6 May 2022
Shelley Johnson
Shelley brings more than 10 years of financial services experience to her role as the Director of Operations, focusing on overseeing the operating procedures across the company. Prior to joining ViaWealth, Shelley was a Director […]
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Cooper Bricks, CFA
6 May 2022
Cooper Bricks, CFA
Cooper is the Business Development Analyst for ViaWealth, focused on financial analysis and valuation work in support of the business development efforts of the firm. Prior to joining ViaWealth, Cooper spent two years on the […]
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Matt Zimmerman
6 May 2022
Matt Zimmerman
Matt is Chief Growth Officer and a member of the executive leadership team for ViaWealth focused on growth via strategic partners, business development, and talent acquisition. Prior to joining ViaWealth, Matt was a Vice President […]
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Jeff Rosenthal
6 May 2022
Jeff Rosenthal
Jeff was born and raised in Kansas City and attributes his success in life to his parents, who raised him with strict Midwest values. Jeff excelled academically as well as being a multisport athlete. His […]
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Reid Larson
6 May 2022
Reid Larson
Reid was born in Kansas City and lived there until he was three years old when his family moved to Minnetonka, MN. Reid enjoyed being raised in Minnesota and continues to embrace the Midwest values […]
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Lance Larson
6 May 2022
Lance Larson
Lance was born in Kansas City and lived there until he was four years old when his family moved to Minnetonka, MN. Being raised in Minnesota was a wonderful experience for Lance; he looks back […]
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