Eden Prairie At-A-Glance

6640 Shady Oak Road, Suite 370
Eden Prairie, MN 55344

Phone: (877) 333-7535
Focus: Institutional Retirement, Wealth Management

Twin Cities - Eden Prairie, MN

Thank you for your interest in our services. While each client defines success differently, they all have the same expectations: to be treated fairly, with integrity, honesty and a commitment to excellence. The client relationships we foster, along with the financial solutions we deliver, are products of a collaborative approach built upon hard work, transparency and research. We’ll work to earn your trust every day. We look forward to meeting you to learn more about your goals and needs. 

Dan Stewart

Managing Director, Retirement Plan Consulting

763.231.7540

dstewart@sageviewadvisory.com

Helen Mason

Senior Associate, Retirement Plan Consulting

hmason@sageviewadvisory.com

Jim McDonald

Managing Director, Retirement Plan Consulting

763.231.7538

jmcdonald@sageviewadvisory.com

Matt Gulseth

Managing Director, Retirement Plan Consulting

763.231.7539

mgulseth@sageviewadvisory.com

Steve Woodley

Managing Director, Retirement Plan Consulting

763.231.7583

swoodley@sageviewadvisory.com