Greg Hanson
President
Greg is a financial consultant with over 15 years of experience. He founded APD Financial Services in 2002 with this vision: provide expert financial guidance and exceptional customer service to all clients.
Greg knows that financial planning is about more than money. It is about you - your values, your goals, and your legacy. He specializes in creating a comprehensive plan for each individual client, taking into account all aspects of your situation, your employment, lifestyle, family, and finances. Greg is passionate about helping people. His experience, values, and knowledge enable him to help clients achieve their goals. Many professionals, small business owners, and retirees rely on him for his expert advice and services.
Greg attended the University of Minnesota and earned his bachelor of science in finance. Greg holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network® as well as an insurance license.
Outside of work, Greg devotes his free time to his wife Lisa and their two sons, Cal and Tyler. He enjoys coaching many of their sports teams as well as golfing, hunting, and traveling.
Brenda Carlson
Client Service Manager
Brenda's experience and knowledge make her a true asset to APD Financial Services. Brenda handles scheduling, setting-up new accounts, and transferring assets as well as attending to ongoing client needs. She also ensures all paperwork and documents are in proper order, following projects from start to finish.
Prior to joining APD Financial Services, Brenda attended the Spencer School of Business for travel and tourism, and she worked with Greg at Offerman & Company in the operations department. She holds FINRA Series 7 and 63 securities registrations.
In her free time, Brenda enjoys tai chi and reading, especially about WWII. She also has two cats, Pierre and Bandit, who keep her company at home.
Jody Welton
Marketing
Jody joined APD Financial Services in 2004. She is responsible for creating and implementing marketing and client communication materials. She prepares client reviews, creates the newsletter, and manages client events and the website.
Prior to joining APD Financial Services, Jody worked in a variety of industries ranging from ammunition to motorcycles. She also spent eight years in the advertising department at Piper Jaffray. Jody graduated from St. Cloud State University with a bachelor of science in communications. She holds FINRA Series 7 and 63 securities registrations.
In her spare time, Jody enjoys spending time with her husband and daughter, cooking, gardening, and motorcycling.
Lisa Hanson
Bookkeeping
Lisa works part-time and is responsible for bookkeeping and benefits administration. Prior to APD Financial Services, Lisa worked with Greg and Brenda at Offerman & Company.
Lisa graduated from the University of Minnesota with a bachelor of arts in Spanish and a teaching certification. She recently started substitute teaching while Cal and Tyler are at school.
Outside of work, Lisa enjoys spending time with Greg, Cal and Tyler. She also enjoys arts and crafts, scrap booking, traveling, and playing with their dog Poquita.
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