Your Voyage Team
YOUR TEAM OF EXPERTS
At Voyage Wealth Architects, you receive personalized attention and enhanced client service from a team of 15 professionals who are experts in their fields. From experienced financial planners & analysts, to CPAs, to knowledgeable client service managers, the Voyage team is here to serve you.
Through our team approach to wealth management, instead of having just one point of contact, you will have the support of our entire firm. Plus, we are building a generational firm, developing talent across all generations so you can rest assured that when it’s time for your kids and grandkids to start managing the finances, they will have a partner who knows the history & insight of your unique family.
Meet your Voyage team of experts below and use the buttons to learn more about our partners with the Northwestern Mutual Wealth Management & Sophisticated Planning Strategies Teams.
PARTNERS & ADVISORS
Brian Eder CFP®, CLU®, ChFC®, AEP®
Co-Founder and CEO
Background & Experience
With 20 years of financial planning and business ownership experience, Voyage Wealth Architects Co-Founder & CEO, Brian Eder, specializes in serving entrepreneurs, owners, and their families in all aspects of personal and business wealth planning. Brian is uniquely qualified to serve this market as he’s not simply an expert in financial planning, but he’s been the visionary behind building Voyage Wealth Architects from an idea that business owners deserve better into a company of 15 professionals. Recognized by Forbes as a Best-In-State Wealth Advisor and a Top Financial Security Professional, he has earned a reputation for helping owners and entrepreneurs live life abundantly.
“My role is amazing because I get to focus on growing & building our organization and still stay actively involved in providing advice & counsel to families and business owners. This unique role gives me perspective in helping other business owners because I understand what they’re dealing with as a peer, not just as an advisor.”
Personal
A resident of Lake Elmo, MN, Brian loves spending his free time golfing, cooking, reading, traveling and being with his family – wife, Gretta, daughters, Bea and Pearl, and their English bulldog, Hank Sparkles Jr. In addition to chasing their girls around, Brian and Gretta started a charity dedicated to helping those who’ve been impacted by brain injury.
Education/Certifications
- Bachelor of Arts, Finance & Management – St. John’s University
- CFP®, CLU®, ChFC®, AEP®
- FINRA Series 6, 7, & 63
- Life, Accident & Health Licenses
Forbes Best-in-State Top Financial Security Professionals list (July 2024), based upon data as of 12/31/2023. Forbes "Best-in-State Wealth Advisors" list (April 2024), based upon data as of 6/30/2023. Research and ranking provided by SHOOK Research, LLC. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Jesse Bergland CFP®, CLU®, ChFC®, CAP®, RICP®
Co-Founder and Partner
Background & Experience
With 20 years of financial planning and strategic leadership experience, Voyage Wealth Architects Co-Founder & Partner, Jesse Bergland, specializes in serving executives, business professionals, and their families in all aspects of personal wealth planning. As a trusted advisor with an extensive background in equity compensation, Jesse helps clients manage the complexity that comes with things like variable compensation, stock options, and business ownership. He has earned a reputation for helping clients find the right balance of enjoying the resources they’ve worked hard to build while making sure their money lasts in retirement.
“I love helping clients think through planning topics that are both emotionally and intellectually complex. A lot of advisors are good at the tactical and product side of our business, I’ve worked hard to develop a skill set that leans into the emotional side of money to better integrate the tactical solutions into a wholistic and comprehensive plan based on each client’s unique journey.”
Personal
Born & raised in Roseau, MN, now a Minnetonka resident with his wife, Britta, their two daughters, Willa and Izzy, and their family dog, a golden lab named Theo, Jesse and his family love to travel, golf, spend time on the lake, volunteer and get together with friends. Jesse also serves on the board for The Leukemia & Lymphoma Society Upper Plains Region and he and his wife, Britta, have established both an endowment fund and annual scholarships for students at the University of Minnesota Carlson School of Management.
Education/Certifications
- Bachelor of Arts, Finance & Entrepreneurship - University of Minnesota Carlson School of Management
- CFP®, CLU®, ChFC®, RICP®, CAP®, AEP®
- FINRA Series 6, 7 & 63
- Life, Accident & Health Licenses
Chris Crubaugh CFP®, CLU®, ChFC®, RICP®
Partner and Private Wealth Advisor
Background & Experience
Voyage Wealth Architects Partner, Chris Crubaugh, brings 15 years of financial planning experience and an expertise in pre-retirement planning, tax efficient distribution strategies, comprehensive goal-based financial planning and risk management. Chris is known for helping emerging & established professionals to craft their vision and then making sure they take the right financial steps to achieve their goals. Sometimes called a "marriage counselor" by his clients, Chris partners with families to craft & implement sound financial plans that consider things like retirement goals, planning for kids, and investment portfolio analysis.
“I love building relationships and connecting with people. Helping clients craft their visions, goals and dreams, then guiding them to take the necessary actions to make them a reality is one of my favorite parts of my role.”
Personal
Chris grew up in Woodbury, MN, and now resides in Lake Elmo with his wife, Katie, their son, Charlie, and their daughter Izzy. One of his major passions is being a dad, but when he’s not with the kiddos you will find him golfing, cooking, traveling, snowboarding, going to sporting events, cheering for the Packers and spending time with friends.
Education/Certifications
- Bachelor of Arts, Finance – University of St. Thomas, Opus College of Business
- CFP®, CLU®, ChFC®, RICP®
- FINRA Series 6, 7 & 63
- Life, Accident & Health Licenses
Background & Experience
As the newest Voyage Wealth Architects Partner & with 10 years of experience in financial planning, Chris Koenig brings expertise in both the advising side and the analytical planning side of wealth management. Chris enjoys partnering with experienced professionals as they navigate emerging complexities that they don’t have a playbook for anymore. Often clients are looking for support, accountability, and delegation in areas of tax planning, variable compensation planning, wealth management, and risk management, along with sound fundamentals so that they can optimize their resources and live more abundant lives in accordance with their values. He is particularly passionate about behavioral finance – understanding how people think and feel about money, why they act the way they do and how a better understanding of our psychological makeup can drive desirable outcomes in financial planning.
“I love my role because the work we do matters. Clients share with us their goals and dreams, then trust that we will come up with creative solutions and hold them accountable to reaching them.”
Personal
Chris and his wife, Maddi, live in Rosemount, MN, with their daughter, Charlotte, and their dog, Cooper. In his free time, Chris enjoys spending time outdoors with his family, hiking, gardening, golfing, and taking weekend cabin trips.
Education/Certifications
- Bachelor of Arts, Communication Studies – University of Minnesota
- CFP®, RICP®, WMCP®
- FINRA Series 6, 7 & 63
- Life, Accident & Health Licenses
FINANCIAL PLANNING EXPERTS
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!
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
Brady Arnett joined Voyage Wealth Architects as a Financial Planning Analyst in July 2024 after graduating from the University of Denver with his Bachelors degree in Finance. In his role, Brady supports the behind-the-scenes analytics, modeling and operations that go into crafting custom financial plans & delivering a best-in-class client experience.
“I have always loved people and getting to know their background and stories – I look forward to putting this passion to work as I progress towards one day becoming a financial advisor.”
Personal
Raised in Woodbury, MN, and now a resident of Northeast Minneapolis, Brady loves spending time outdoors with friends & family, especially during the short Minnesota summers. Outside of work, most of his free time is spent on the golf course – a favorite sport and passion since he was a kid. He also took up fishing in college and looks forward to transferring those skills learned in the mountains of Colorado to the lakes here in Minnesota.
Education/Certifications
- Bachelor of Science, Business Administration in Finance – University of Denver, Daniels College of Business
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
CLIENT SERVICE PROFESSIONALS
Background & Experience
Tyler Patoka started his career in the insurance industry, working for two different property & casualty agencies in finance, sales & client service roles before transitioning to Voyage Wealth Architects in May 2022. As our Client Service Associate, Tyler supports clients throughout their financial planning journeys, focusing on delivering best-in-class service and assisting with the implementation of planning strategies.
“I'm excited to be part of a team and organization that has the kind of impact on the community as Voyage does and I love getting to know our clients.”
Personal
Tyler and his wife, Abbey, are Wisconsin natives and high school sweethearts who recently moved to the Twin Cities. In their free time, they love to do anything on the water (boat, surf, waterski, tube, etc…), play yard games & cards with family & friends, hike and travel. Tyler is also passionate about volunteering, coaching, and giving back to his local community.
Education/Certifications
- Bachelor of Arts, Finance & Management – University of Wisconsin Stevens Point
- Master of Business Administration, Applied Leadership & Decision Making – University of Wisconsin Stevens Point
- Life, Accident & Health Licenses
- FINRA Series 7 & 63
Background & Experience
With 10 years of financial industry experience and a previous career as a paraplanner for Ameriprise, Katie Kreidberg joined Voyage Wealth Architects in August 2024 as a Client Service Coordinator. In her role, she supports Voyage clients on their financial planning journeys and provides clarity and guidance as they implement their custom-crafted plans.
“My favorite part of my job is building relationships with clients and ultimately helping them through each step of their journey.”
Personal
After spending most of her life in Nevada, Katie relocated to Minnesota about 10 years ago and has become an avid fan of winter! A resident of Eden Prairie, Katie enjoys listening to records, puzzling, and spending time with her son, Zak, and her two cats, Pond & Dewey. In her free time, you can also find her twirling fire and fire dancing!
Education/Certifications
- Associate Of Applied Sciences, Culinary Arts – Truckee Meadows Community College
EXECUTIVE LEADERSHIP & SUPPORT
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