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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies 
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

R. Brian Raab

Senior Partner

(612) 701-4408

braab@trustmontgroup.com

R. Brian Raab is a financial advisor and Senior Partner of Comprehensive Planning Partners, LLC., a multi-disciplinary firm that specializes in creating customized solutions integrating your business, personal and financial goals....

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Akilah Mitchell

Assistant / Operations

9522888571

amitchell@trustmontgroup.com

Past Banking experience, now Assistant to Financial Advisor Brian Raab

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Josh Mccann

Scheduling coordinator / Financial assistant

6514027634

6513407799

jmccann@trustmontgroup.com

15 years of Financial planning assistance to the team
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