About

About BGM Wealth Partners

BGM Wealth Partners is an independent Registered Investment Advisor that manages approximately $300 million in assets for its 150-plus clients located in Minneapolis–Saint Paul.

Meet the Team

  • Jon T. Meyer, CFP®

    Wealth Partner and COO

    Jon T. Meyer joined BGM Wealth Partners as a partner in June 1999. Today, Jon is Chief Operating Officer of the wealth management firm, handling day-to-day operations, coordination of all client issues and long-term strategy. As the Investment Manager, he is responsible for the individual client portfolios and is a member of the investment committee. Jon is also a co-founder of Cornerstone Private Asset Trust Company, LLC, which provides trust services.

    Jon has been quoted on practice management and financial planning issues in the Journal of Financial Planning, Financial Advisor, Minneapolis Star Tribune, The Wall Street Journal and USA Today. He was born in Melrose, Minnesota, and attended Crosier Seminary Preparatory High School. Outside of the financial world, Jon is married with four children. He enjoys golfing, cooking, reading, traveling and running, and has participated in three marathons.

    Education and Certifications

    • CERTIFIED FINANCIAL PLANNER™ professional
    • B.A., Political Science, University of Minnesota, Morris

    Affiliations

    • Member and Former Board Member, Financial Planning Association, Minnesota Chapter
    • Member, Investment Advisory Committee, Archdiocese of St. Paul & Minneapolis
    • Member, Pension Board of Trustees, Archdiocese of St. Paul & Minneapolis
    • Member, Finance Committee, St. Michael’s Catholic Church, Prior Lake
    • Member and Past President of Sales and Marketing Executives, Toastmasters Club 2019

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

  • Daniel A. Boeckermann, CPA, PFS

    Dan was born and raised in Melrose, Minnesota, and graduated from Melrose High School in 1967. He attended Moorhead State University in Moorhead Minnesota where he graduated with a B.A. in Accounting in 1971. He received his Certified Public Accountant license in 1972 from the State of Minnesota. He became a Personal Financial Specialist (PFS) in 1987. He passed his SEC Series 65 exam in 1996 and became a Registered Investment Advisor. He was one of the first 25 CPAs in the nation to receive the PFS designation from the American Institute of Certified Public Accountants, and received the third highest score in the nation on the 1987 PFS Examination.

    Dan has extensive experience serving as an individual trustee for many types of trusts and as a personal representative for estates.

    Dan worked for a local CPA firm in Moorhead, Minnesota, from 1970 to 1972 when he and three other individuals co-founded Boeckermann, Fiebiger, Swanson & West in Moorhead, Minnesota, in October 1972. In 1980 he moved to Minneapolis to start a new office for the firm. In 1982 he co-founded the firm of Boeckermann Grafstrom & Mayer, P.A., Certified Public Accountants. In 1996, he co-founded BGM Wealth Management, LLC to provide investment advisory services to clients. In 1999, he co-founded BGM Financial Resources, LLC to assist clients with insurance needs. In 2000, Cornerstone Private Asset Trust Company, LLC was started to provide corporate trust services to clients. Boeckermann Grafstrom & Mayer and affiliated companies currently have four owners and in excess of 30 other personnel. Dan is Chairman of the Board and Executive Director of the companies.

    Dan served on the Riverside Bank Board of Directors from January 1995 to August 1999 when the bank was sold. During that time he was Chairman of the Audit Committee and the Funds Management Committees. He also served on the Executive Loan Committee. From September 1999 to September 2000, he was a member of the Associated Bank of Minnesota Board of Directors, Executive Loan Committee, Funds Management Committee and Audit Committee.

    In November 2001, Dan co-founded Venture Bank where he serves on the Board of Directors and the Executive Loan Committee. He is also Chairman of the Board.
    Dan is a member of the American Institute of Certified Public Accountants, Minnesota Society of Certified Public Accountants, The American Institute of Certified Public Accountants, the American Institute of Certified Public Accountants Personal Financial Planning Division and the American Institute of Certified Public Accountants Management Advisory Services Division. Dan is licensed as a Certified Public Accountant in Minnesota and North Dakota.

  • Ellen Osthus Fee, CFP®

    Associate Wealth Partner

    Ellen Osthus Fee joined BGM TruNorth Wealth Partners in 2015. As an Associate Wealth Partner, she assists clients with retirement, cash flow, and estate planning. She collaborates with CPAs to coordinate tax planning with investment recommendations. Ellen especially enjoys working with clients who are both engaged and receptive.

    After working for a hedge fund, Ellen realized that she missed the personal connections and impact of helping others that she had experienced while doing intensive behavioral therapy with autistic toddlers. While working in trust administration at Wells Fargo, she discovered the financial planning profession and realized that it combined the opportunity to help others with her analytical skills. Ellen started working with high net worth clients at Accredited Investors, LLC, and then honed her comprehensive financial planning skills at McGladrey Wealth Management, LLC. Her decade in the industry has flown by as she has enjoyed creating meaningful relationships.

    Ellen lives with her spouse and daughter in St. Paul. She enjoys traveling and time spent in Northern Minnesota and Wisconsin.

    Education and Certifications

    • CERTIFIED FINANCIAL PLANNER™ professional
    • Bachelor’s Degrees, Economics and Family Studies, St. Olaf College

    Affiliations

    • Member, Financial Planning Association, Minnesota Chapter
    • Member, FPA Career Development Committee

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

  • Ashley Reiter, AIF®

    Associate Wealth Partner

    As a financial planner for BGM Wealth Partners, Ashley Reiter helps clients manage all the facets of their financial lives. She thinks of financial planning as a journey, and her role in the journey is to serve as a partner, helping to guide clients toward their goals. In the process, she thrives on the relationships that are forged and the clarity and comfort she helps provide.

    Ashley got started in wealth management by handling back-office functions such as trading, brokerage operations, and account and cash management. She has since stepped out from behind the curtain to serve as a main point of contact for clients, but her mission remains the same: to help clients enjoy their life now with the peace of mind that they can enjoy their future too. To further that goal, Ashley—who already has an Accredited Investment Fiduciary® designation—is working toward certification as a CERTIFIED FINANCIAL PLANNER™ professional.

    Ashley lives in St. Paul with her husband and daughter. When she is not in the office, she enjoys time with her family, friends and two rescue dogs. One of her favorite activities is playing guitar and singing, and though she admits she is a bit shy about performing, she has been in a few bands. She also enjoys reading and spending time in the mountains.

    Education and Certifications

    • Accredited Investment Fiduciary®
    • B.A., Journalism, The Master’s College

  • Katie Frazier

    Katie Frazier

    Associate Wealth Partner

    Katie Frazier

    Katie Frazier has a passion for helping people—a calling that prompted her to choose financial planning as her career. Although people may typically think of doctors or teachers when they consider the helping professions, she knew financial planning would combine her love for numbers with the ability to help people in tangible ways. On a typical day at BGM Wealth Partners, Katie helps clients meet goals such as planning for retirement, reducing their taxes, and giving to their favorite charities.

    Katie started her working life as a food scientist before making the transition to financial planning. She initially focused on back-office responsibilities, such as processing paperwork for new accounts and creating reports for client meetings. In 2017, she joined BGM Wealth Partners, where she is thrilled to work one-on-one with clients every day. Her most gratifying moments come when people come in worried about their finances but leave with peace of mind because they now have a plan of attack to address their concerns.

    Outside of the office, Katie volunteers as a tax preparer for Prepare + Prosper tax clinic. She devotes the rest of her free time to her husband and young daughter while working on home projects inspired by HGTV or the DIY Network.

    Education and Certifications

    Completing Experience Component for CERTIFIED FINANCIAL PLANNER™ Designation

    B.S., Food Science and Technology, University of Nebraska-Lincoln

    Affiliations

    Volunteer Tax Preparer, Prepare + Prosper

    Member, Financial Planning Association (FPA), Minnesota Chapter

    Member, FPA NexGen Committee

  • Lisa Curtis

    Client Service Associate

    Lisa Curtis joined BGM Wealth Partners in 2014 as a Client Service Associate. Prior to joining BGM, Lisa spent six years working as an Executive Assistant for a company focused on leadership development. Lisa is originally from Eau Claire, Wisconsin, and currently resides in Maple Plain, Minnesota, with her husband, Steve. They have two grown daughters, Kasey and Kalley. In her free time, Lisa enjoys spending time with family and friends and volunteering at church and in her community, and is always looking for her next DIY project.