Broker Check

Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Chuck Block

Wealth Advisor

612-446-3740

612-568-9752

Chuck@tworiverswm.com

Chuck has been in the Financial Planning business since 2006. He has obtained his Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC) designations. As a Wealth Advisor, Chuck is dedicated to helping his clients...

Read more

Jason McConnaughay

Operations Manager

(612) 446-3739

612-568-9752

Jason@tworiverswm.com

Jason joined our team in December 2017. He is an integral part of our day-to-day operations, as he oversees our client correspondence for scheduling, account maintenance changes, and is happy to help answer insurance and investment...

Read more