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Wayzata Branch

Donald Warner, MSFS, CLU, ChFC

Chief Executive Officer/Advisor

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Don was born and raised in the small town of Princeton, MN. He attended the University of Minnesota Carlson School of Management. Upon his graduation in 1975, with a B.S degree in Finance, he began his career in the financial planning...

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Grant Lindaman

President/Advisor

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Grant was born and raised in the small rural town of Aplington, Iowa. He attended Arizona State University and graduated in 1975 with Bachelor of Science Degree from the College of Business. He began his Financial Planning career...

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Benjamin Johnson

Advisor

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Ben Johnson joined New Era Financial in 1995. He is married to Michelle and has two children, Grace, and Peter. After interviewing with several financial services firms, Ben chose to work for New Era Financial. Three major reasons why...

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Craig Meuer

Advisor

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Craig grew up in Bismarck, ND and moved to Minneapolis in 1986 to study architecture and engineering. He worked in the field of mechanical engineering for five years and soon he realized his career interests laid elsewhere. He decided...

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Gene Larkin

Advisor

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Gene was born and raised in New York and graduated from Columbia University in 1984 with a degree in Economics. He was drafted by the Minnesota Twins in the 20th round of the 1984 MLB draft and played 2 1/2 years in the minor leagues...

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Geoff London

Advisor

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Geoff grew up in a small farming community in Nebraska. He attended the University of Nebraska, graduating with a B.A. degree in business. In 1972, Geoff received his MBA in finance and investments from the University of Nebraska as...

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Patrick Houlton

Advisor

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Pat is a graduate of St. Norbert College, DePere Wisconsin. After graduation he played briefly in the NFL and then worked for the state of Wisconsin as a master level social worker prior to embarking on his financial planning career...

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Karen Roehrich

Client Relations Coordinator

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Karen (Kari) was born and raised in the small town of Cook, Minnesota. She graduated from Mankato State University in 2006 with a Bachelor of Science degree in Business management. After graduation, Kari began her career in financial...

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Amy Ziegler

Administration

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Amy has been with New Era since 1995. She works closely with Charles Schwab and the daily organization and maintenance of those accounts under New Era’s management. She grew up in the Wayzata area and currently lives in...

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Melissa Paone

Administration

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Melissa has worked with New Era since 2006. She focuses her time on the Schwab business aspect of New Era. She now lives in Maple Grove with her fiance and two sons. In her free time, she enjoys spending time with her big Italian...

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Samantha Young

Administration

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Samantha has worked for New Era since 2001. She is involved in the compliance program. She grew up in Southern Minnesota and currently resides in the West Metro with her husband and two children. In her spare time, she enjoys spending...

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Riley Hartman

Administration

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Riley joined New Era in June of 2016. She provides administrative support to the advisors and staff. She was raised in small town Maple Lake, Minnesota and currently resides in the West Metro. Outside of work, she enjoys staying active...

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