The Cahill Team

    The Cahill Team

    High quality service and expertise is at the heart of our firm. Our team consists of a diverse selection of professional designations, experiences, skills, and strengths that come together to create an extensive set of knowledge and resources.

    Our firm’s advisors and staff professionals have designations that include Certified Financial Planner™, Chartered Financial Analyst®, Chartered Financial Consultant®, and Certified Public Accountant. Although each client will always work primarily with their chosen advisor, our team is available to add specialization and expertise across all clients through knowledge sharing, collaboration, and resource partnerships.

    Our team of Client Services Specialists is dedicated to providing the highest level of service to our clients. We are proud to have staff tenure that exceeds 20 years. Our clients enjoy seeing familiar faces when they visit our offices, and we enjoy the opportunity to get to know each of our clients.

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    The Cahill Team
    Service & Expertisetrue

    Email The Cahill Team

    The Cahill Team

    High quality service and expertise is at the heart of our firm. Our team consists of a diverse selection of professional designations, experiences, skills, and strengths that come together to create an extensive set of knowledge and resources.

    Our firm’s advisors and staff professionals have designations that include Certified Financial Planner™, Chartered Financial Analyst®, Chartered Financial Consultant®, and Certified Public Accountant. Although each client will always work primarily with their chosen advisor, our team is available to add specialization and expertise across all clients through knowledge sharing, collaboration, and resource partnerships.

    Our team of Client Services Specialists is dedicated to providing the highest level of service to our clients. We are proud to have staff tenure that exceeds 20 years. Our clients enjoy seeing familiar faces when they visit our offices, and we enjoy the opportunity to get to know each of our clients.

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    Jeff Ohe
  • CFP®
  • President

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    Jeff is the President and owner of Cahill Financial Advisors, Inc. He specializes in providing complex and innovative financial solutions to individuals and families to create a plan designed to realize long-term goals.

    Jeff and his wife Alley live in Edina with their four children. He is very active in the Edina community as a member of the Rotary Club of Edina and served as club President in 2014-2015 and serves on the board of the Edina Rotary Foundation. He also serves on the boards of the Edina Community Foundation, the Normandale Lutheran Church Foundation and the Goal Line Club. He is also a member of the Edina Chamber of Commerce and a past board member of the Southdale YMCA.

    Focus

    • Investment Analysis and implementation
    • Financial Planning
    • Retirement Planning

    Experience

    • President – Cahill Financial Advisors, Inc.
    • Private Wealth Manager – The KNW Group
    • Private Client Consultant – Charles Schwab Inc.
    • District Manager – Automatic Data Processing, Inc.

    Education

    • B.S. Finance University of Minnesota
    • Certified Financial Planner™

    Honors & Awards

    • “FIVE STAR Best in Client Satisfaction Wealth Manager” – Twin Cities Business & Minneapolis St. Paul Magazine, 2008, 2010, 2011, 2012, 2013, 2014, 2015 & 2016
    • Edina Sun Current Reader’s Choice Awards – Voted #1 Financial Advisor in 2012
    • Rotary Club of Edina – Volunteer of the year 2006-2007
    • Top 3 finalist for Best Financial Advisor in Edina Magazine best of 2015

    Memberships

    • Financial Planning Association
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    Rick L. Ites
    Principal - Wealth Management

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    Rick specializes in retirement and cash flow planning. One of his greatest professional accomplishments is the lasting relationships he has built with his clients that stretch 20 years and beyond. He has received numerous honors and awards in this industry and has more than 39 years of experience in investment management and accounting.

    Rick is actively involved in leadership roles at his church. He enjoys giving back to his community and is committed to charity work. His family is his pride and joy. When Rick is not at the office, he enjoys pursuing his passion for golf at their home in Arizona.

    Focus

    • Investment analysis and implementation
    • Retirement strategies
    • Education planning
    • Retirement planning
    • Cash flow planning

    Experience

    • Principal – Wealth Management – Cahill Financial Advisors, Inc.
    • Former CEO – Cahill Financial Advisors, Inc.
    • Former President and Owner – Cahill Financial Advisors, Inc.
    • Corporate Treasurer – Private Industry, Minneapolis, MN
    • Public Accounting – Deloitte Haskins Sells, New York City, NY and Minneapolis, MN

    Honors & Awards

    • “FIVE STAR Best in Client Satisfaction Wealth Manager” – Twin Cities Business & Minneapolis St. Paul Magazine, 2009, 2010 & 2011

    Education

    • B.A. Accounting – University of Northern Iowa CPA
    • CPA Certification – 1972 (Inactive)

    Memberships

    • American Society of Certified Public Accountants
    • Minnesota Society of Certified Public Accountants
    • Normandale Lutheran Church Foundation – Past President
    • Charles Schwab Advisory Board – Past Member
    • Normandale Lutheran Church Council – Past Member
    • Braemar Golf Association – President
    • Braemar Men’s Club – President 1999, 2010, 2013 & 2014
    • Luther Seminary – Financial Mentor
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    Richard W. Filippone
  • CFA
  • MBA
  • Principal - Managed Accounts

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    Rich has been working in the financial asset management industry for over 30 years. His past experiences at insurance companies, banks, trust companies, and investment advisory firms have garnered him a proven ability to manage asset portfolios. He has an extensive background in portfolio management with multi-market, multi-style strategies. He has received numerous honors and awards in his tenure and continues to give back by being a guest lecturer in college classrooms. He is also in the process of writing a book on common sense investing.

    Outside of the office, Rich and his wife, Joyce, are active members at their church. Rich was a USUBA tournament volleyball player for 15 years, followed by a Junior Olympic girls volleyball coach for 16 years with his wife. Rich’s newest addition to the family is a cockapoo puppy named Beau. His weekends include playing fetch and obedience training.

    Focus

    • Private portfolio management
    • Investment analysis
    • Equity growth and income production
    • Retirement planning
    • Financial planning

    Experience

    • Principal — Managed Accounts – Cahill Financial Advisors
    • Senior Vice President and Portfolio Manager – Piper Capital Management
    • Investment Vice President and Senior Portfolio Manager – Midway National Bank
    • Financial Analyst and Team Portfolio Manager – St. Paul Companies, Inc.

    Honors & Awards

    • “FIVE STAR Best in Client Satisfaction Wealth Manager” – Twin Cities Business & Minneapolis St. Paul Magazine, 2008, 2009, 2010 & 2011

    Education

    • B.S. and B.A. Business, Economics - Youngstown State University
    • M.B.A. Finance – Cleveland State University
    • Investment Advisor Series 65
    • Chartered Financial Analyst Level III
    • Chartered Market Technician Level I

    Memberships

    • Association for Investment Management and Research
    • Twin City Society of Security Analysts
    • Market Technicians Association – Alumni
    • Minnesota Business Economic Foundation Board of Directors – Alumni
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    Scott Oeth
  • CFP®
  • MSFS
  • ChFC
  • Principal - Wealth Management

    Email Scott

    Scott is a comprehensive financial planner and investment manager. He has a practice specialty in working with executives on equity-based compensation strategies, including stock options, restricted stock, non-qualified deferred compensation, and concentrated stock positions. Scott is also noted for his retirement planning and wealth accumulation abilities. In addition to working with clients in his practice, Scott has taught hundreds of financial professionals retirement planning wealth management strategies, both as an Adjunct Professor in the university setting and corporate training roles.  An award-winning advisor, Scott is frequently sought after as a speaker, media commentator, and has been called on as an expert witness.

    Outside of the office Scott does not play golf; he paddles, hikes, camps, and hits volleyballs! Scott and his wife, Linda, write about their outdoor adventures at www.BullMoosePatrol.com, and periodically lead outdoor group trips and teach wilderness skills and survival courses. Scott is an active volunteer with the local Boy Scout council, and with the Scout’s Northern Tier National High Adventure Bases. Scott captained the 2009 USA Volleyball AA National Championship team, has played in two NCAA Final Four Championships, and has been named a USAV & AAU volleyball All-American.

    Experience

    • Principal — Wealth Management – Cahill Financial Advisors
    • Adjunct University Faculty
    • Certified Financial PlannerTM Program
    • Minnesota State University, Mankato
    • University of Wisconsin, River Falls
    • Advisor
    • Advanced Planning Committee Chair
    • Vector Wealth Management
    • Advisor, Investment Policy Committee – White Oaks Wealth Advisors
    • Sales Consultant – American Express Financial Advisors
    • Manager of In-Store Banking – The Park Bank

    Honors & Awards

    • 50 Most Experienced Independent Financial Advisors – Business Week
    • Trusted Financial Advisor – Minnesota Law & Politics
    • “FIVE STAR Best in Client Satisfaction Wealth Manager” – Twin Cities Business & Minneapolis St. Paul Magazine
    • 5 Star Advisor – Paladin Registry

    Presentations

    • Finncial Planning Association (FPA) National Conference, 2014 – “Building a Practice Specialty”
    • Financial Planning Association National Conference, 2008 – “Financial Plan Construction”
    • Financial Planning Association National Conference, 2007, 2008 – “Concentrated Stock Management/Behavioral Finance”
    • National Active Retired Federal Employees Association (NARFE) – “Retirement Planning”
    • University of St. Thomas, Executive Education – “Wealth Management”
    • Target Corporation, Financial Fitness Symposium – “Investment Management”
    • Thompson West/Reuters – “Identity Theft”
    • IMN NYC
      “High Net-Worth Real Estate Investing”
      “Private REITs”
      “Tenants In Common”
      (panelist at each conference)

    Education

    • B.S. Corporate Finance – Ball State University
    • MSFS, Master’s of Science, Financial Services – Richard D. Irwin Graduate School, The American College
    • Certified Financial PlannerTM
    • Chartered Financial Consultant (ChFC)

    Memberships

    • Financial Planning Association – National Consumer Advisory Group
    • Boy Scouts of America –Northern Star Council President’s Cabinet, Eagle Scout Alumni Network, Instructor, Northern Tier National High Adventure Bases
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    James W. Bryan
  • CFP®
  • ChFC
  • Principal - Wealth Management

    Email James

    James is a principal at Cahill Financial Advisors, Inc., specializing in comprehensive financial planning, goal oriented investment management.

    Since entering the financial services industry in 1993, his knowledge as an advisor, tenure as a small business owner and experience caring for an elderly parent have proven to be assets to his clients. He has been quoted in local and national news columns and recognized for excellent advice and service throughout his career.

    James joined Cahill Financial Advisors in 2009 after establishing his career in the broker-dealer industry, and he has never had a second thought over his choice to advise under the Fiduciary Standard.  “Next to my decision to become a financial advisor, my transition to Cahill has been the best decision of my career.  The fee-only advice model reduces conflicts of interest and creates a greater emphasis on the quality of advice we give our clients.  Equally as important, the team here at Cahill Financial Advisors shares my passion for high quality service and advice.”

    James and his wife Laura live in Edina with their three children.  He is an avid non-fiction reader and enjoys traveling to National Parks and places of historical interest.  Outside of the office, he enjoys family time, outdoor recreation, movies, and attending college sporting events.

    Focus

    • Comprehensive Financial Planning
    • Tax Planning
    • Estate Planning
    • Investment & Risk Management
    • Retirement & Education Planning

    Experience

    • Principal — Wealth Management – Cahill Financial Advisors
    • President – Bluestone Wealth Strategies, Inc.
    • Financial Advisor – Ameriprise Financial, Inc.
    • Sales Consultant – American Express Financial Advisors
    • Life Underwriter – The Prudential Insurance Company of America

    Education

    • B.L.A. – Texas Tech University
    • Certified Financial PlannerTM
    • Chartered Financial Consultant (ChFC)

    Honors & Awards

    • “FIVE STAR Best in Client Satisfaction Wealth Manager” – Twin Cities Business & Minneapolis St. Paul Magazine, 2008, 2015 and 2016.
    • Service Ethic Award for Providing Extraordinary Service – American Express Financial Advisors, 1999
    • Recognition for Exceptional Advisor Satisfaction – American Express Financial Advisors, 1998
    • Quoted in several publications including Forbes, U.S. News & World Report, and The BBC.

    Presentations

    • MIT Club of Minnesota Personal Finance Panelist: “Planning for Retirement and College Tuition”  2012
    • College Possible & Best Prep Financial Matters: “Money Matters” 2015, St. Louis Park High School, Robbinsdale Cooper High
    • College Possible & Best Prep Financial Matters: “Budgeting 101″ 2012, Bloomington Kennedy High School
    • MN Business Ventures & Best Prep Financial Matters: “Investing 101″ 2011, St. Cloud State University

    Memberships

    • Financial Planning Association
    • Texas Tech Red Raider Mentor Network – Active Volunteer
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    Nick J. Hohn
  • CFP®
  • Principal - Wealth Management

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    Nick is a Principal with Cahill Financial Advisors, Inc., and a Certified Financial PlannerTMprofessional. He specializes in fee only holistic wealth management with a focus on developing a clear, comprehensive financial strategy for wealth accumulation, protection, and distribution designed to coordinate your financial objectives. As a fiduciary, he provides the standard of care by putting his clients’ interests first above all else.

    Outside of the office, Nick lives in Minnetonka with his wife Gina and their three kids. In his free time, he enjoys spending time on the golf course, attending local sporting events and working on various projects around the house.

    Focus

    • Financial planning
    • Investment and risk management
    • Retirement planning
    • Estate planning
    • Stock option execution analysis/strategies

    Experience

    • Principal – Wealth Management – Cahill Financial Advisors
    • Wealth Manager – All Star Financial
    • Financial Advisor – Ameriprise Financial

    Education

    • B.S. Financial Planning – Minnesota State University, Mankato
    • Certified Financial PlannerTM

    Honors & Awards

    • “FIVE STAR Best in Client Satisfaction Wealth Manager” – Twin Cities Business & Minneapolis St. Paul Magazine, 2008, 2009,  2010, 2014 & 2015

    Memberships

    • Financial Planning Association
    • Epilepsy Foundation of Minnesota Finance Committee
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    Diane Park
  • CFP®
  • CPA
  • CDFA
  • Principal - Wealth Management

    Email Diane

    Diane is a principal at Cahill Financial Advisors, Inc., specializing in comprehensive financial planning, tax planning, and estate planning.

    Diane has provided trusted, objective and competent advice to Fortune 500 executives, family offices, entrepreneurs and high net worth individuals. In addition, Diane has served on several non-profit boards including the Anoka Area Chamber of Commerce Board of Directors. She is active in her family’s business succession and legacy planning.

    Diane is committed to developing long-term relationships with clients by partnering with them to ensure their financial goals are continually monitored and updated. “Working with you helps me sleep better at night,” is one of the greatest compliments Diane has received in her career.

    In her free time, Diane enjoys spending time with her husband watching their four children’s sporting events. She also enjoys golf, running and traveling.

    Focus

    • Comprehensive Financial Planning
    • Tax Planning
    • Estate Planning
    • Investment and Risk Management

    Experience

    • Principal – Wealth Management – Cahill Financial Advisors
    • Financial Advisor – Wade Financial Group, Inc.
    • Financial Planning Manager – Accredited Investors, Inc.

    Education

    • B.A. Accounting – University of Minnesota
    • Certified Financial PlannerTM
    • Licensed Certified Public Accountant (CPA)
    • Certified Divorce Financial Analyst (CDFA)

    Honors & Awards

    • “FIVE STAR Best in Client Satisfaction Wealth Manager” – Twin Cities Business & Minneapolis St. Paul Magazine 2011, 2012 and 2015.
    • Quoted in several publications including Wall Street Journal, Investment News and More.

    Memberships

    • Financial Planning Association
    • American Society of Certified Public Accountants (AICPA)
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    Rebecca Jacques
    Senior VP - Client Services

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    Becky is an experienced office manager and client services specialist. She brings with her over 35 years of business experience. Her passion for delivering excellent service has been the heart of what Cahill Financial Advisors, Inc. stands for and the service our clients have come to expect. Her caring and compassionate personality has fostered long lasting client relationships.

    When Becky is not working, she enjoys spending time with her family; collecting antiques, going on walks, and golfing with her husband, Ken.

    Focus

    • Client Services
    • Client Reports
    • Firm Accountant

    Experience

    • Senior Vice President – Client Services – Cahill Financial Advisors, Inc.
    • Office Manager – Gene Johnson & Assoc., Edina, MN
    • Senior Buyer, Dayton’s Department Stores – Tabletop Division, Minneapolis, MN

    Education

    • B.A. Home Economics Education – St. Olaf College, Northfield, MN
    • Accounting Level II Certificate – College of St. Catherine’s, St. Paul, MN
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    Crystal Totten
    CCO & Operations Manager

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    Crystal joined our team in 2011.   She works closely with Cahill principals and staff professionals in a partnership to maintain a strong culture of compliance to regulatory policies.  With a focus on internal organizational systems and technology integration, Crystal enjoys the opportunity to make it possible for the advisors to spend less time on back-office tasks and more time with clients.

    In addition to these roles, Crystal organizes our Cahill Community Investment program, and loves the opportunity to connect with local organizations who are working to improve the lives of the Twin Cities community.

    When Crystal is not in the office, she enjoys photography, cooking, exploring the Twin Cities music and arts culture, travel, and spending time with her family.

    Focus

    • RIA Compliance - policy development and implementation
    • Organizational strategy and workflow integration
    • Technology adoption

    Experience

    • Client Services Specialist – Cahill Financial Advisors, Inc.
    • Client Services, Financial Planning Admin – Collaborative Alliance

    Education

    • B.S. Differentiated Educational Environments for Diverse Learners University of Minnesota, Twin Cities
    • National Regulatory Services Investment Adviser Core Compliance Program

    Memberships

    • Spero Academy Board Member
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    Jeanna Fifer
  • CFP®
  • Financial Planner

    Email Jeanna

    “I don’t necessarily like to just find answers but rather offer solutions or concepts and come to a decision together. When I work with people I prefer to educate and inform, allowing us to build a strong foundation and enrich the relationship. ”

    In her role as Financial Planner with Cahill Financial Advisors Jeanna is responsible for helping clients and advisors with financial planning.  She focuses on building financial plans and monitoring the implementation of our recommendations. She came to Minneapolis in 2004 to attend the University of Minnesota and studied Economics.  She enjoys going back to South Dakota to visit family and spend time enjoying all the great state has to offer.  Jeanna feels Minneapolis is a wonderful place to live and is so glad to share experiences with awesome friends and her husband, Will.  She works hard at adding to the world around her.

    Focus

    • Development and Implementation of Financial Plans
    • Client Service

    Experience

    • Associate Financial Planner – Cahill Financial Advisors, Minneapolis, MN
    • Financial Planning Specialist – White Oaks Wealth Advisors, Minneapolis, MN
    • Financial Planning Intern – Cornerstone Wealth Advisors, Edina, MN

    Education

    • B.A. Economics
      Management (Minor) – University of Minnesota
    • Certified Financial PlannerTM

    Professional Involvement

    • Financial Planning Association - 2016 President (MN Chapter)
    • Financial Planning Association – Financial Education Committee Member
    • Financial Planning Association – NexGen Committee Member
    • CFP Board  - Women’s Initiative Advocate

    Community Involvement

    • Big Brothers Big Sisters of the Greater Twin Cities - Big Sister 2009-2016
    • Minneapolis Foundation  - Fourth Generation Member
    • BestPrep - Financial Matters Volunteer
    • Jeremiah Program - Life Skills Volunteer
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    Kevin O'Laughlin
  • CFP®
  • CFS®
  • Financial Planner

    Email Kevin

    Kevin is a comprehensive financial planning and investment manager with 19 years of experience helping families make informed financial decisions that align with their personal values. Kevin specializes in helping executives navigate, and create context around, the unique complexities of equity-based compensation and concentrated position planning on the path to achieving their goals.

    A past board member of the Financial Planning Association of Minnesota (FPA), Kevin remains an active volunteer and committee member. A sought-after expert in Financial Planning and Investment Management, Kevin has appeared in numerous publications, including Wall Street Journal – MarketWatch, Minneapolis Star Tribune, KARE-11 TV, Esquire Magazine, Minnesota Parent, and Minneapolis Southwest Journal.

    Kevin is a graduate of Gustavus Adolphus College, where he was a two-time NCAA Division III All-American swimmer. Kevin calls SW Minneapolis home and enjoys spending time with his young kids, Quinn (6) and Ryan (4) and family dog (Rico). When away from the office and not involved in kids activities Kevin can be found biking, golfing, paddling, rock climbing or just simply spending time outdoors.

    Focus:

    • Financial planning
    • Executive compensation
    • Investment and risk planning
    • Estate planning
    • Retirement transition planning
    • Retirement withdrawal strategies

    Experience:

    • Financial Planner – Cahill Financial Advisors
    • Financial Advisor – GEN Financial Management
    • Financial Advisor – Affiance Financial

    Education:

    • B.A. Management and Political Science – Gustavus Adolphus College
    • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    • Certified Fund Specialist (CFS®)

    Memberships:

    • Financial Planning Association
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    Jill Vilkama
    Portfolio Administrator

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    Jill brings a vast array of experience to the Cahill team.  In addition to complex portfolio management and market execution experience, she also has an accomplished history of financial operations, financial planning and client service.  She has extensive knowledge of trade execution in both domestic and international markets and in alternative investments. This combination of knowledge and experience allows for her to bring a unique and valuable skill set to her role as Portfolio Administrator.

    Outside of work Jill is usually found spending time with her family.   She is also currently focusing on finishing her degree at Augsburg College.  She enjoys all of the lakes and parks in Roseville, but also loves to travel.  She has recently taken up a passion for cooking new recipes, and redecorating her home along with her husband.

    Focus

    • Portfolio Accounting
    • Trading

    Experience

    • Portfolio Administrator – White Oaks Wealth Advisors, Inc.
    • Director of Operations & Clients Services– White Oaks Wealth Advisors, Inc.
    • Financial Planning Associate– White Oaks Wealth Advisors, Inc.
    • Head Equity Trader & Portfolio Assistant – Windsor Financial Group
    • Senior Institutional Trust Administrator (Global Custody) – Wells Fargo NA
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    Greer Scriver
    Client Services Specialist

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    Greer is an experienced client services specialist who has over 20 years of business experience. She has been delivering excellent service to our clients at Cahill Financial Advisors since 1998. Her attention to detail and dedication to the company have been instrumental in the quality of service she provides.

    When Greer is not in the office, she enjoys hiking, decorating, gardening and going up to the cabin with her family.

    Focus

    • Client services
    • Account processing and servicing
    • Estate transition support
    • Client communications

    Experience

    • Client Services Specialist – Cahill Financial Advisors, Inc.
    • Sales Manager – Dayton’s Department Stores, Minneapolis, MN

    Education

    • B.A. Home Economics – St. Olaf College, Northfield, MN
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    Shelly Fayard-Rerat
    Client Services Specialist

    Email Shelly

    Shelly joined our team in October of 2015.  In her role she works closely with clients and advisors, and is dedicated to providing each client with a superior experience each and every time.

    In addition to Client Services, Shelly also organizes our Cahill Community Investment program.  She has an extensive background in community involvement and partnering with several philanthropic organizations.

    Shelly resides in Edina with her three children.  In her free time she enjoys being with her family, baking and exploring MN.

    Focus

    • Client Services
    • Account processing and servicing
    • Client Communications
    • Advisor and Operations Support
    • Cahill Community Investment Program

     Experience

    • Customer Care Associate – Edina Realty
    • Project Manager / Office Manager – Blue Horizon Solar

    Education

    • University of Southern Mississippi – English Literature
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    Rachel Thorson
    Client Services Specialist

    Email Rachel

    Rachel joined the team in 2016. In her role, she works closely with advisor, James Bryan, to ensure a positive client experience.

    Rachel lives in Edina with her husband, two children and golden retriever. In her free time she likes to spend time with family and friends. She also enjoys home renovation, gardening, exploring new restaurants, travelling and running around the lakes with her dog.

    Focus

    • Client Services
    • Account Processing and Servicing
    • Customer Communication
    • Advisor Support

    Experience

    Rachel worked in the field of Human Resources in many different roles and industries for 13 years. 

    Education

    • Villanova University – Human Resources Management Certificate and SPHR Certification
    • University of St. Thomas – Master in Human Resources and Change Leadership
    • University of Minnesota-Bachelor in Communications

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