Our Financial Professionals
We work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Jeff Foley, CFP®
Founder and Investment Advisor Representative
Paladin Financial
Jeff Foley, CFP®, is owner and founder of Paladin Financial located in Arden Hills, Minnesota. Jeff serves as an investment advisor representative, providing a holistic approach to wealth management and offering income planning, asset maximization, legacy planning and tax strategies.
Prior to founding Paladin Financial, Jeff served in corporate America for 20 years, leading sales teams and constructing progressive product and marketing platforms to help financial services professionals build diverse and sustainable business practices. He built an impressive resume that illustrates his broad understanding of the financial services industry and is committed to sharing his wealth of experience.
Jeff began his career in the financial services industry in 1997. He has his Masters of Science in Management from the American College (MSM) and is a Certified Financial Planner™ (CFP®), which is a testament to his ethics and professional responsibility to provide financial planning services as a “fiduciary”—acting in the best interest of his clients. Jeff has attained his Series 7, 24, 6, 63, 66 and 53 registrations and is licensed in multiple states.
Nikki Foley
Owner
Nikki Foley is owner and founder of Paladin Financial and lends expertise related to marketing, communications, business development, legal, and all things “people.” She is also the self-proclaimed “Director of Happiness” for the organization.
With nearly 20 years of experience in the financial services industry, she serves as a natural resource for clients and team members and is a valued leader for Paladin Financial. Nikki is insurance licensed in the state of Minnesota and is currently working toward additional accreditations.
Nikki is a graduate of Washburn University in Kansas where she focused on human interaction with degrees in communications and sociology, and she holds a Master of Science in Management degree with concentration in organizational development and human resources from Regis University in Colorado.
Nikki serves on the Gradient Gives Back Foundation board and on the Gentry Academy school board, and she volunteers her time for numerous youth activities.
Dori Petroff
Operations Manager
Dori Petroff is the Operations Manager with Paladin Financial. Dori supports the organizational operations of the firm by overseeing the administration, new business processes, project management, client relationships, and compliance.
With over 15 years of experience in financial services, Dori brings considerable knowledge and is a great resource for the Paladin Financial team. Dori holds her Series 6, 7, 63 and 66 registrations. Dori is a graduate of Winona State University with her bachelor’s degree in Business Administration. Outside of work Dori enjoys spending time with family and friends, camping, and fishing.
Jeff Quick
Investment Advisor Representative
As an Investment Advisor Representative with Paladin Financial, Jeff Quick works with clients to help them develop comprehensive strategies to help protect their assets, plan for retirement, and achieve their overall financial goals. Jeff began working in the banking and financial industry in 2005 and has gained a broad base of experience that includes serving as President of a tax preparation and marketing firm as well as working for an insurance wholesaler. Jeff holds his Series 6, 63 and 65 registrations and is a licensed insurance agent. This range of experience allows Jeff to bring a unique perspective to his clients. Jeff resides in St. Paul with his wife and four kids. He enjoys spending time with his family and friends, and coaching youth sports.
Matt Bryant
Investment Advisor Representative
As an Investment Advisor Representative with Paladin Financial, Matt Bryant partners to provide investment advice and comprehensive financial planning for clients of Paladin Financial. Matt began his financial services career in 2011 with Gradient Investments, a third-party money manager. In this role, he trained investment advisors across the United States and helped them to navigate the financial planning and investment landscape. Matt holds his Series 65 registration and is a licensed insurance agent. He is currently working to attain additional registrations to further support Paladin Financial and its clients.
Matt holds a Bachelor of Arts in Political Science, Economics, and International Studies from the University of Kansas. He is married to Amanda and has a son, Parker, and they all enjoy a busy house with two rescue dogs–Harley and Brooks–as well as a handful of chickens. Matt is an avid reader, enjoys listening to music, finds time to camp in northern Minnesota and Wisconsin, and is a sports enthusiast, staying loyal to his home teams in Kansas. Go Jayhawks! Go Chiefs! Go Royals!
Jaime Malm
Investment Advisor Representative
Paraplanners
Ellie Robison
Investment Advisor Representative
As an Investment Advisor Representative with Paladin Financial, Ellie creates a path to help secure her client’s financial future, whether starting fresh into a new career or transitioning to retirement or somewhere in between.
Ellie entered the financial services industry and quickly gained a solid understanding and foundation of financial planning by creating plans for independent advisors across the country. Ellie holds her Series 6, 63, and Series 65 registrations as well as her Minnesota Life and Health License.
Ellie has a background in design and marketing, which led her to find passion for personal finance and working with people. Ellie attended the University of Iowa and moved to the Twin Cities in 2017. She now enjoys everything Minnesota has to offer and frequently visits her immediate family in San Diego. Outside of her professional life, Ellie stays busy with traveling, exercising her creativity, and catching workout classes at LifeTime Fitness.
Zach Langemeier
Paraplanner
As a paraplanner and client services representative with Paladin Financial, Zach strives to create a welcoming experience for our clients through his intimate understanding of their financial plans and account holdings. Zach works alongside our Investment Advisor Representatives to help prepare financial plans, to facilitate account openings and transfers directly with our clients, and to serve as a resource for clients’ ongoing needs. His previous work experience includes an internship with McNeely Financial Services and Modern Woodmen.
Zach is a graduate from The University of Northwestern, St. Paul with a major in Finance and minor in Marketing. He is a licensed insurance agent and is currently studying to test and receive his securities industry registrations.
In his free time, Zach enjoys watching sports, spending time with family and friends, and staying active. He is preparing to marry, Ashley, and preparing to move into their new home.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
MARIANN MONTAGNE, CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.
Gradient Investments, LLC
We have strategically partnered with Gradient Investments, LLC, an independent, fee-only SEC registered investment advisor to provide our clients with professional money management services. Our firm and clients have unique access to Gradient Investments’ portfolio managers who bring a depth of market experience and insight and actively manage our clients’ accounts.
The Gradient Investments team can be seen regularly on national media outlets including CNBC, Fox Business, Bloomberg Barron’s, and The Wall Street Journal.
Stovall & Associates, LTD
Reducing taxes is a primary concern for many of our clients and is an integral part of our financial planning process. Through our partnership with the team of CPAs and tax professionals at Stovall & Associates, our clients are provided with tax planning, preparation and filing services.
Orchard Law Firm
As a local estate planning firm, Orchard Law serves a number of Paladin Financial clients by building an estate plan that will survive the test of time. Orchard Law can help you establish or update your estate plan and through unparalleled professionalism and the heart of a fiduciary.
Mardell D. Presler, LLC
The Law Office of Mardell D. Presler, LLC is a full representation law firm geared towards helping individuals and businesses navigate through Estate Planning as well as the changing landscape of Elder Law. It is their mission to keep our clients and their heirs out of the courts!
Paladin Wealth, LLC dba Paladin Financial and Paladin Insurance, LLC are not affiliated with the above-mentioned firms.