Background & Experience

With 3+ years of experience working on the Voyage Wealth Architects team, Tate Chalmers takes a holistic approach to financial planning when working with our clients. Dedicated to providing unique and tailored solutions, Tate uses his industry knowledge to provide a differentiated experience on our clients’ planning voyage. Delivering personalized advice, integrating planning tools, and modeling, and creating an actionable, client-centric roadmap for execution are a few of his specialties.

“The greatest feeling in the work we do is experiencing our client’s success alongside them. I love diving into the details behind each of our custom financial plans, ultimately tailoring recommendations and solutions to each client’s unique situation.”

Personal

Currently residing on the east side of Saint Paul, Tate stays busy outside of work with his 1-year-old dog named Milo. When he’s not busy chasing Milo around the yard, you will likely find Tate at the golf course, with friends, or exercising in his free time. As a diehard sports fan, Tate ensures he is up to date with all things Minnesota and Notre Dame. While never being more than a phone call away, Tate also enjoys the travels he takes across the world. A few of his favorite spots include London, Budapest, Cinque Terre, and Monaco. A passion for giving back to his community is an important aspect of his life as he enjoys volunteer opportunities with various nonprofit organizations across the Twin Cities. If you’re in need of a volunteer, just ask!

Connect with Tate

Education/Certifications

• Bachelor of Business Administration, Accountancy – University of Notre Dame
• RICP®
• FINRA Series 7 & 63
• Life, Accident & Health Licenses

Background & Experience

Jake Mathews joined Voyage Wealth Architects in May 2022 as our Financial Planning intern and transitioned to a full-time Financial Planning Associate in May 2023 after graduating from the University of Minnesota with his Bachelors degree in Applied Economics. In his role, Jake supports all areas of our financial planning process – everything from developing financial plans, to investment analytics, to client reporting & operations.

“I love the process of helping clients create a unique financial plan that ultimately helps them to achieve their goals.”

Personal

Jake lives in Minneapolis and loves being outdoors or playing sports in his free time. An avid soccer and Minnesota Loons fan, he also loves to fish, weightlift, and visit his family down in sunny Florida.

Education/Certifications

• Bachelor of Applied Economics – University of Minnesota
• Life, Accident & Health Licenses
• FINRA Series 7 & 63

Background & Experience

Prior to joining Voyage Wealth Architects, Sadie Bresnahan completed numerous financial planning and wealth management internships while pursuing her BA in Finance from the University of St. Thomas. Upon graduation, she joined Team Voyage in July 2023 as a Financial Planning Analyst and plays a key role in the behind-the-scenes analytics and modeling that go into crafting our custom financial plans.

“I love meeting and working with the Voyage clients and am honored to be part of a fabulous team that supports me in my pursuit to one day becoming a financial advisor.”

Personal

A Minnesota native and current Minneapolis resident, Sadie grew up playing hockey and watching the Minnesota Wild. In her free time, Sadie loves to golf, spend time with her family, and workout at Orange Theory. In the summers you will also find her at her family cabin and being on the lake with her dog, Milo.

Education/Certifications

• Bachelor of Arts, Finance – University of St. Thomas, Opus College of Business
• Life, Accident & Health Licenses

Background & Experience

Ian Stelter joined Voyage Wealth Architects in July 2024 after graduating from Bethel University with his Bachelors degree in Business Finance. As a Voyage Financial Planning Analyst, Ian supports the behind-the-scenes analytics, modeling and operations that go into crafting & delivering our custom financial plans.

“I love the world of advising – being able to solve problems and find opportunities. I especially love getting to know people, asking questions, learning from them, and adding value wherever I can.”

Personal

Born & raised in Minnesota, Ian currently lives in Eden Prairie where he enjoys spending time with close friends and family, as well as being involved in his local church. An avid adventurer and outdoorsman, in his free time you will often find him on the golf course, playing pickleball or going for a run.

Education/Certifications

• Bachelor of Arts, Business Finance – Bethel University

Background & Experience

Prior to joining Voyage Wealth Architects in June 2023, Krista Fragola spent the previous two decades leading market expansion strategy and channel partnerships for emerging growth companies in a variety of industries. As our Director of Growth & Engagement, Krista partners with our advisors to introduce Voyage and our unique service offerings to new markets, while also aligning those services with prospective clients’ needs. As a member of the firm’s leadership team, she’s also responsible for strategic business development operations and process efficiencies, ultimately ensuring the best possible experience for welcoming and onboarding Voyage clients.

“I love helping new people and families go from first being introduced to Voyage to officially becoming clients. It’s amazing to be part of such a dynamic, growth-oriented team who truly puts our clients first.”

Personal

Krista lives in the Lake Minnetonka area with her husband, Jamie, and travels frequently to watch her twin daughters, Ruby & Frankie, play college soccer. As a recent empty nester, Krista has enjoyed getting back into some of her favorite personal hobbies which include running/walking local trails, paddle boarding on Lake Minnetonka, downhill skiing and getting together with friends.

Education/Certifications

• Bachelor of Arts, Business Management & Corporate Wellness – University of St. Thomas

Background & Experience

After spending 15 years as an attorney in both private practice and in-house legal counsel roles guiding clients on M&A, corporate governance, highly regulated industry compliance, and more, Dan Quam joined Voyage Wealth Architects in April 2024 as our Chief Operating Officer. In his role, Dan works alongside the Voyage Partners to craft meaningful solutions for our clients, to ensure smooth and efficient internal operations across the firm, and to ultimately help Voyage deliver best-in-class wealth management and financial planning for our clients.

“I’m excited to apply my experience to help Voyage Wealth Architects build a truly unique and world class wealth management firm.”

Personal

Dan lives in Lakeville, MN, with his two daughters, Madelyn & Charleigh, where he is also a proud member of the Lakeville Fire Department and a nationally registered EMT. In his free time, Dan enjoys being outdoors and at the cabin with his daughters, doing everything from fishing and boating to running and playing golf. He’s also an avid sports fan, regularly cheering for the Badgers and the Packers!

Education/Certifications

• Masters of Business Administration – Hamline University School of Business
• Juris Doctorate, Data Privacy & Cybersecurity – William Mitchell College of Law
• Bachelor of Arts, Political Science – University of Wisconsin-Madison
• State of Minnesota, Admitted
• U.S. District Court - Minnesota, Admitted
• Firefighter/NREMT

Background & Experience

After spending 14 years in the travel management industry doing everything from traditional integrated marketing to communications, advertising & promotions, Abby Schmidt joined Voyage Wealth Architects in March 2021 as our Director of Marketing. In her role, Abby focuses on telling the Voyage Wealth Architects story, building our brand within the wealth management industry, improving our overall client experience, and leading our charitable gifting strategies. With her MBA background, she is also an important member of the firm’s leadership team, overseeing areas like HR/people experience, firm culture, strategic project management and more. 

“I love getting to bring the Voyage Wealth Architects story to life and seeing that message resonate with client, prospects, industry partners and future employees.”

Personal

A native Iowan turned Minnesotan, Abby calls Eden Prairie home and loves spending her free time with her husband, Andrew, and their two daughters, Madeline and Isabelle. Family walks, park play dates, cheering for MN sports teams, playing softball, traveling and anything involving the beach or water are on her list of favorite things to do.

Education/Certifications

• Bachelor of Arts, Marketing & Finance – University of St. Thomas, Opus College of Business
• Master of Business Administration, Marketing & Management – University of Minnesota, Carlson School of Management

Background & Experience

Prior to joining Voyage Wealth Architects in February 2024 as our Executive Assistant to the Voyage Partners, Krystal spent a number of years as an office manager in the luxury fashion industry and as an executive assistant for an investment firm in New York. Her pristine attention to detail, impressive organization, and talent for multi-tasking are what keep the Voyage office running smoothly. She not only makes the Partners’ lives operate more efficiently, but the entire Voyage team!

“I love providing support to such a dynamic team and view my role as a partnership dedicated to excellence for our clients and overall growth for our firm.”

Personal

A native Minnesotan who spent stints in Chicago & New York, Krystal and her fiancé, Dante, recently relocated back to her home state. A resident of St. Paul, Krystal loves spending time outdoors hiking, fishing, grilling and going to the cabin. She’s also a self-described foodie who loves trying new restaurants and recreating her favorite dishes. Fun fact – she and her finance have a Senegal Parrot named Barry.

Education/Certifications

• Bachelor of Arts, Fashion Business – Columbia College Chicago