Our leaders create a collaborative atmosphere and encourage the best from our whole team. Through participating in the Strategic Coach program and the Genius Network, our leaders continue to grow, collaborate and offer you the best planning services possible.
Partner & President
Co-founder of Dare to Dream Enterprises
Author of 2 books – Imagine. Act. Inspire. A Daily Journal & Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To
Brittany’s ability to lead and create a killer culture amongst the Sweet Financial team has earned her the title of “culture queen.” Since joining Sweet Financial Partners in 2008, her goal has been to help create a well‐oiled machine so the entire team can focus their days on creating an exceptional client experience. Her love of people and conviction behind inspiring everyone she touches to live as the best version of themselves, has influenced her role as a coach for our Women Forward and Smarter Business platforms. She helps to empower our Women Forward members to realize their full potential and aids business owners in streamlining & systematizing their companies, all while engaging their teams.
Earning her bachelor’s degree in business management from Minnesota State University, Brittany has always had a passion for understanding how to most effectively run and grow a business. Her drive and ambition contributes to her entrepreneurial nature. She has taken her business building and team engaging insights and has worked with CEOs, entrepreneurs, business owners and authors alike. She has shared her expertise through her contribution to three published books and will continue on with her love for writing as she is set to publish two additional books in 2021.
As one of our fearless leaders, entrepreneur, author, wife and mama of three, she currently lives in Sherburn with her husband, David, two daughters Jersey and Stella and son, Vincent. In her free time you can find her enjoying the outdoors, reading a good book, coming up with design ideas for the never ending remodel on their home or playing with her sweet babies.
CLU®, ChFC®, MSFS
Founder & CEO
Creator of The Dream Architect™
Co-founder of Dare to Dream Enterprises
Creator of Elite Wealth Advisor Symposium
Author of 5 books – Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To, Imagine. Act. Inspire. A Daily Journal, Give & Grow: Proven Strategies for Starting an Running and Effective Study Group, Dream Architecture – Building a Retirement Beyond What’s Possible and The Ultimate Financial Advisor.
Bryan is a cultivator of opportunity and that is reflected in his passion for serving the clients of Sweet Financial Partners. Beginning his financial services career in 1979, Bryan has done more than create lasting wealth plans for the wonderful clients we’ve been so fortunate to work with. He has worked to create a movement in this industry to help people realize just how much they are capable of, and just how much they can put their money to work for them.
A Fairmont native, Bryan earned his master’s degree in financial services from The American College in Bryn Mawr, Pennsylvania, before embarking on what would be a lifelong career as a wealth management consultant. He established Sweet Financial Services in 1987 because he knew he wanted to create something lasting and impactful for the future. He saw an opportunity to help people not only accumulate wealth, but to maximize the opportunities and simplify the complexities that come with the distribution phase of life.
Being named to the Forbes Best-in-State Wealth Advisor list1, Inc Magazines Top 5000 list for fastest growing Private Companies2, and the Financial Times Top 4003 , the drive towards excellence is not foreign to Bryan.
Bryan’s hunger for continued education and growth is something that will never be fully satisfied. Which means that he has created a culture at Sweet Financial that is centered on continued personal and professional growth. This is also reflected in his work with clients as you will often catch Bryan sharing the capability and potential that he sees in others.
As a leader in our industry and a true giver by nature, Bryan, alongside his President Brittany Anderson, coaches other financial advisors from across the country on how to grow an ethical, sustainable practice all while building a company culture and a team that he feels is second to none. Bryan has also authored three books with another to release in early 2021. Get the details on Dare to Dream: Design the Retirement You Can’t Wait to Wake Up to HERE.
Setting aside all of Bryan’s accomplishments and wonderful contributions to our community and beyond, his biggest passion in life is to help his clients and team design a life that they can’t wait to wake up to, which is why he created Sweet Financial’s proprietary process, The Dream Architect™. His passion for helping people realize their biggest dreams in this life is reflected in his generosity, his push for greatness and his commitment to excellence.
To show his commitment to helping people realize what is possible Bryan has created two different foundations. The first is The Marilyn Borchardt-Sweet Foundation, which provides scholarships to the children of hard-working single moms, which he holds close to his heart after growing up with a single mom himself. The second is named after his aunt and uncle that he admired so much, The Roy & Jean Yeager Foundation. This provides monetary donations to various initiatives in the Blue Earth community, which Roy and Jean loved so much.
While Bryan currently works with a select few number of clients directly, his biggest contribution here at Sweet Financial Partners is in his work as the visionary for the practice. He is always looking for new and improved ways to enhance our client experience and take the business to the next level of excellence. While wealth management is what we do, Bryan has paved the way for our team at Sweet Financial to inspire our clients to realize their dreams are possible. As that is truly who we are.
1 The Forbes ranking of Best-In-State Wealth Advisors 2020, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award.
2 The 2016 Inc. 5000 is ranked according to percentage revenue growth when comparing 2012 to 2015. To qualify, companies must have been founded and generating revenue by March 31, 2012. They had to be U.S.-based, privately held, for profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2015. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2012 is $100,000; the minimum for 2015 is $2 million.
3 The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S.
If you’ve ever had the pleasure of interacting with Ty you know immediately one thing is certain, Ty loves people and thoroughly enjoys fostering meaningful relationships. His focus on always being helpful to his clients and our team alike, is shown through his dedication to providing innovative, practical advice to help your financial goals align with what you want most in life. As a member of the Sweet team since 2003 and a partner in the firm since 2011, Ty is committed to listening to what matters most in people’s lives and learning which values and goals they hold dear.
After earning his Bachelor of Arts in financial economics from Gustavus Adolphus College, Ty joined The Retirement Group at Merrill Lynch, where he held various positions, specializing in defined contribution and defined benefit plans.
He is a Chartered Financial Consultant® (ChFC®) and has earned the Accredited Investment Fiduciary professional® designation (AIF® ) awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.
Ty lives in Fairmont with his wife, Sarah, and their twin daughters, Maggy and Libby, are both in college. In his free time, you can catch him on his boat, snowmobile, or hanging at home with family and friends.
Partner, Director of Wealth Services & Wealth Advisor
Oliver’s knack for simplifying the complex and generating creative planning strategies for our clients has earned him the unofficial title of the “smart guy” in the office. All jokes aside, Oliver thrives in creating opportunities in even the most complex cases, and in painting a picture that allows the client to make informed and educated decisions. Since joining our Sweet Financial team in 2007, and becoming a partner in 2013, Oliver has worked closely with the advisors in the office to help our clients create the retirement they can’t wait to wake up to. As the leader in the planning and investment department, he thoroughly enjoys meeting with clients and helping put their money to work for them.
Oliver is a graduate of the University of Northern Iowa, where he earned bachelor’s degrees in both finance and real estate. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor.
What some may not know about the poised and often reserved Oliver, is that he enjoys driving race‐car and has been an avid hockey player and coach for much of his life. He lives in Fairmont with his wife, Emily, and sons, Jace and Van.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
CPWA® | Certified Private Wealth Advisor | The CPWA® designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on private wealth management topics and strategies for high-net-worth clients. The designation is administered through The Investments & Wealth Institute (“IWI”) formerly known as the Investment Management Consultants Association. Prerequisites for the CPWA® designation are a Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA®, CIMC®, CFA®, CFP®, ChFC®, or CPA license; have an acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements and five years of professional client-centered experience in financial services or a related industry. CPWA® designees have completed a rigorous educational process that includes self-study requirements, an in-class education component, and successful completion of a comprehensive examination. CPWA® designees are required to adhere to the institute’s Code of Professional Responsibility and Rules and Guidelines for Use of the Marks. CPWA® designees must report 40 hours of continuing education credits, including two ethics hours, every 2 years to maintain the certification
CEPA® | Certified Exit Planning Advisor | Exit Planning Institute owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Tina is an absolute master of implementation which is why we were so excited for her to join our Sweet Financial Partners team in February 2020. With her love of bringing projects to completion, she thrives on simplifying the complex and consistently finding even better ways to execute on tasks. She is a natural organizer, loves helping people and the challenge each project offers.
Tina lives by the core values of the company as she demonstrates what is means to strive for excellence, work as a team, always maintain a client focus and does everything with the highest of integrity.
Tina graduated from Buena Vista University in Storm Lake, Iowa with a bachelor’s degree in business management. She began her career holding various roles with a global industrial & medical gas company where she earned her Six Sigma Black Belt Certification. Tina enjoys spending time with her family and traveling. She lives in Fairmont with her husband, Jeff and daughter Charlotte.
Our Leadership Team offers tips and advice for your financial planning.
