Broker Check

Our Team

Advisors

Douglas Box

Douglas Box, CFP, ChFC, BFA

CEO/Financial Advisor

612-347-8686

Cyrus Shabaz

Cyrus Shabaz, CFP

Financial Advisor

612-347-7812

Jeff Severtson

Jeff Severtson

Financial Advisor

612-436-3744

Dan Harrington

Dan Harrington, CFP, ChFC, CLU

Financial Advisor

612-347-7837

Chris Hasling

Chris Hasling, CFP, MSFS, RICP, CAP, CLU, ChFC, AIF

Financial Advisor

612-347-8687

Eric Hedberg

Eric Hedberg, CPA/PFS, CFP

Integrator/Financial Advisor

612-347-7805

Matthew Bearth

Matthew Bearth, CFP

Financial Advisor

612-347-8614

Mike Box

Mike Box, CFP

Trading Associate/Assistant Advisor

612-347-8602

Client Service Associates

Amber Crowley

Amber Crowley

Client Service Associate

612-347-8634

612-313-7524

Jessica Peshek

Jessica Peshek

Client Service Associate

612-842-0972

612-313-7524

Melissa Box

Melissa Box

Client Service Associate

612-405-5961

Operations and Business Processing

Megan Box

Megan Box

Operations Team Lead

612-842-0967

Bekah Flaming

Bekah Flaming

Business Processing Consultant

612-347-8629

612-313-7524

Nathan Soltau

Nathan Soltau

Business Processing Specialist

612-504-7325

Planning & Trading

Sarah Ta

Sarah Ta, CFP

Planning Analyst

612-347-8651

Joe Macken

Joe Macken

Financial Project Specialist

612-234-2975

Mike Box

Mike Box, CFP

Trading Associate/Assistant Advisor

612-347-8602

Zach Stockdale-Green

Zach Stockdale-Green

Trading Associate

612-200-3273

Administration

Douglas Box

Douglas Box, CFP, ChFC, BFA

CEO/Financial Advisor

612-347-8686

Eric Hedberg

Eric Hedberg, CPA/PFS, CFP

Integrator/Financial Advisor

612-347-7805

PROFESSIONAL DESIGNATIONS

Box Financial Advisors is committed to the ongoing education of our advisors. All of our financial advisors maintain certain professional designations. The designations maintained among the advisors include:

  • Behavioral Financial Advisor™ (BFA™)
  • Certified Financial Planner® (CFP®)
  • Chartered Advisor in Philanthropy® (CAP®)
  • Chartered Financial Consultant® (ChFC©)
  • Chartered Life Underwriter® (CLU®)

You can find more detailed explanations of the standards and educational requirements for the designations HERE.