Our leadership team is your leadership team.

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.

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.

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

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.