Ann came to AIS to streamline our office functions and assist with planning support. She has been an invaluable resource when it comes to event planning, office structure, and day to day operations. Ann has a degree in Speech Communications from St. Cloud State University. Jason and Ann have been married for 16 years and have 3 children. Ann shares Jason's passion for the St. Cloud Community and has been a great asset to our firm with her knowledge of the area and enthusiastic demeanor.
Andy joined the AIS team in 2012. He has over 20 years of business and risk management experience. He left a Fortune 100 company prior to coming to AIS. Andy graduated from St. John’s University in 1993 with a degree in Communications and is currently working toward his Certified Financial Planner designation. Andy is actively involved in several volunteer activities in the community including Downtown Rotary, Finance Council for St. Joseph Catholic Church, Junior Achievement, and coaching his son’s baseball team. He shares in AIS' passion for the community.
Mike Sipe, CFP®, CPA - Retired Founder
Mike has more than 35 years of financial industry experience. He is a Certified Financial Planner and Certified Public Accountant. Mike was a partner with a CPA firm for 18 years before he accepted a job as the Vice President of Investment Advisory Services for a national broker/dealer. After more than five years in that position, Mike left "big business" to establish AIS Planning and dedicate his time to providing financial planning and investment advisory services to accredited investors and business relationships. Mike is a registered investment advisor with the Securities Exchange Commission
Cathy Juilfs, CFP®, CEBS, AIFA® - VP -AIS Planning
Cathy has more than 20 years of experience in financial services, predominantly specializing in the coordination, implementation, and support of corporate retirement plans. In 1999, Cathy left her career with a national broker/dealer to assist Mike in developing and managing retirement plan relationships at AIS. Cathy spends much of her time working with retirement plan administrators and providing personal planning sessions to individual plan participants. Cathy received her designation as a Certified Financial Planner in March 2005 and also holds a specialty designation as Certified Employee Benefit Specialist.
In December 2007, Cathy was awarded the designation of AIFA - Accredited Investment Fiduciary Analyst, which will allow her to conduct fiduciary audits and train AIS clients on their fiduciary responsibilities and procedures for meeting them. Cathy is a registered investment advisor with the Securities Exchange Commission.
Thom Kieffer, CPA, CTFA - VP & Senior Trust Officer, Winona National Bank Trust
Thom has served as Senior Vice President and Senior Trust Officer at Winona National Bank since June 1996. He is a Bank Director and also serves as Secretary. In addition to leading trust and retirement plan services for WNB, Thom also oversees two affiliated organizations: Employee Benefits Group, LLC in Mendota Heights and Accredited Investor Services, LLC in St. Cloud. Thom began his professional career in 1985 as a Tax Specialist with RSM McGladrey. He has been working in the bank trust and retirement plan services business since 1989. Thom received an Associate of Arts degree from Mesabi Community College in 1983, and went on to receive a Bachelor's of Science in Accounting from St. John's University in 1985.
Jason Hallonquist, CFP® Vice-President-AIS Planning
Jason joined AIS Planning in 2001 to share his passion for developing individual client relationships and providing personalized financial advice. Prior to AIS, Jason spent 10 years working in various capacities at a national broker/dealer. Jason also has a passion for the St. Cloud community and has been active with various leadership roles in the Chamber of Commerce, Community Foundation, and serving on the Board of Directors, Finance Committee and Investment Committee for a local battered woman's shelter. Jason earned a Bachelor's degree in Finance from St. Cloud State University in 1991, became licensed to transact investment and insurance products in 1993, and received his designation as a Certified Financial Planner in September of 2003.
Caitlin joined the AIS Life Wealth Planning team in 2012. She graduated from St. Cloud State University with a degree in English and Human Relations. She joined AIS as a Planning Support Specialist to assume many of the firm's day-to-day functions to allow the Life Wealth Planners to focus on client relationships. Caitlin has a background in customer service, risk management, sales and marketing.