Our Team

Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Advisor Team

Dan Erdmann

Financial Advisor

(763) 312-6098

Dan.Erdmann@RoyalAA.com

Al Johnson

Financial Planner

(763) 225-9717

AJohnson@RoyalAA.com

Melissa Machlitt, CRPS, CRPC

Financial Advisor

(763) 307-4676

Melissa.Machlitt@RoyalAA.com

Stephanie Johnson, AWMA (r), AAMS (r)

Financial Advisor

763-307-4371

Stephanie.Johnson@RoyalAA.com

Tyler Armstrong, CFP (R), AIF (R)

Financial Advisor

(763) 290-1742

Tyler.Armstrong@RoyalAA.com

Advisor Support

Kate Farrelly

Client Service Associate

(763) 760-8909

Kate.Farrelly@RoyalAA.com

Jessica Deshaw

Client Service Associate

(612) 449-1416

Jessica.Deshaw@RoyalAA.com

Corey Lotzer, CRPS (r)

Client Service Associate

Corey.Lotzer@RoyalAA.com

Krystine Berens

Client Service Service

(763) 248-3159

Krystine.Berens@RoyalAA.com

Sharon Oberg

Operations Specialist

(763) 226-3487

Sharon.Oberg@RoyalAA.com

Donna Meyer

Client Service Associate

(763) 331-5115

Donna.Meyer@RoyalAA.com

Andy Bell, CMT, CIMA (r) *

Managing Member, Shores Edge Financial LLC

Michelle Wayman, CPA *

Tax Advisor, TruNorth Tax, LLC

(763) 458-5816

Michelle.Wayman@TruNorthTax.net

Behind the Scenes

As your financial advisor, I play a role in your life’s most meaningful moments. You trust me to assess your needs, understand your concerns, and offer the most relevant recommendations to address your unique situation.

I do not take your trust lightly and strive to earn it every day - and I am not alone in my commitment to you!

I am supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind—your success. I think it is important that I introduce them to you.

I am affiliated with Affiliated Advisors, an independent wealth management firm that provides me with back office, technology, regulatory and operational support.