About

About BGM Wealth Partners

At BGM Wealth Partners, we help manage your financial life so you don’t have to. We work with entrepreneurs, executives, and other high-net-worth individuals and couples throughout the Minneapolis–Saint Paul area, helping them to live the lives they envision. We manage approximately $400 million in assets for 150-plus clients.

As an independent Registered Investment Advisor, we provide personalized financial and investment solutions made in your best interests. We buttress this commitment to your best interests with expertise that includes the industry’s most highly regarded certifications, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

In this way, we provide the solutions and expertise to help manage your wealth, reach your goals, and create the lifestyle you want.

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

    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.

    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.

  • Katie Frazier

    Katie Frazier, CFP®

    Associate Wealth Partner

    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

    • CERTIFIED FINANCIAL PLANNER™ professional
    • 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

    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

    Katie Frazier, CFP®

    Associate Wealth Partner

    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

    • CERTIFIED FINANCIAL PLANNER™ professional
    • 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

    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

  • Bill Friederichs, CFP®

    Associate Wealth Partner

    Bill Friederichs has had many gratifying moments in his career as a financial advisor—but his favorites have come when he helped anxious clients feel comforted that they and their finances would be just fine. As an Associate Wealth Partner, Bill works with our clients to clarify their goals and dreams, then puts a financial plan in place to help them achieve their objectives.

    Bill has had a lifelong interest in personal finance and got started in investing when he was still a teenager. After studying accounting and finance at Moorhead State University, he launched his career in financial services, providing comprehensive planning for clients ranging from entrepreneurs to medical professionals. Today, at BGM Wealth Partners, he builds plans to help meet clients’ diverse needs, including retirement income planning, college funding, portfolio allocation, and risk management analysis.

    Outside of work, the Lake Elmo resident stays busy with his family and in the community. Bill is a frequent volunteer, including serving meals to the homeless and had coached soccer and softball for years. He also enjoys skiing, biking, and traveling, especially to the Caribbean.

    Education and Certifications

    • CERTIFIED FINANCIAL PLANNER™ professional
    • B.S., Accounting, Business Administration and Finance, Moorhead
      State University

    Affiliations

    • Member, Financial Planning Association (FPA)

    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

    Bill Friederichs, CFP®

    Associate Wealth Partner

    Bill Friederichs has had many gratifying moments in his career as a financial advisor—but his favorites have come when he helped anxious clients feel comforted that they and their finances would be just fine. As an Associate Wealth Partner, Bill works with our clients to clarify their goals and dreams, then puts a financial plan in place to help them achieve their objectives.

    Bill has had a lifelong interest in personal finance and got started in investing when he was still a teenager. After studying accounting and finance at Moorhead State University, he launched his career in financial services, providing comprehensive planning for clients ranging from entrepreneurs to medical professionals. Today, at BGM Wealth Partners, he builds plans to help meet clients’ diverse needs, including retirement income planning, college funding, portfolio allocation, and risk management analysis.

    Outside of work, the Lake Elmo resident stays busy with his family and in the community. Bill is a frequent volunteer, including serving meals to the homeless and had coached soccer and softball for years. He also enjoys skiing, biking, and traveling, especially to the Caribbean.

    Education and Certifications

    • CERTIFIED FINANCIAL PLANNER™ professional
    • B.S., Accounting, Business Administration and Finance, Moorhead
      State University

    Affiliations

    • Member, Financial Planning Association (FPA)

    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

  • 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.

    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.