We Look Forward to Speaking with You
Douglas Box, CFP, ChFC, BFA
CEO/Financial Advisor
612-313-7524
dougb@boxfinancialadvisors.com
Doug is the majority shareholder and visionary for Box Financial Advisors. After attending the University of Minnesota in 1995 Doug joined his father Phil Box and they built the firm on strong core values. Doug’s mission to guide...
Jessica Peshek
Client Service Associate
612-313-7524
Jessica@boxfinancialadvisors.com
Jessica joined Box Financial Advisors in May of 2021 as a client service associate. She is the main point of contact for all of Cyrus Shabaz's and Dan Harrington’s clients and will assist with any client service needs.
Joe Macken
Financial Project Specialist
Joe Macken joined Box Financial Advisors as a Financial Project Specialist 2021.
Melissa Box
Client Service Associate
melissa@boxfinancialadvisors.com
Melissa Box joined Box Financial Advisors as a client service associate in September 2021. She is the main point of contact for all of Doug Box's and Eric Hedberg’s clients and will assist with any client service needs.
Nathan Soltau
Business Processing Specialist
Zach Stockdale-Green
Trading Associate
612-313-7524
Zach Stockdale-Green joined Box Financial Advisors in June of 2021 as a Business Processing Specialist.