Itasca Wealth

We want to wish a very HAPPY FATHER'S DAY to these great dads on our team! Their drive, dedication and commitment to both their families and our team are great examples of how one can strike a meaningful balance between professional and personal priorities and be successful at both. We are beyond grateful that each of you is a part of our team and we appreciate all of the great work that you do for our clients day in and day out. Enjoy your day!

We would like to congratulate our Lead Advisor, Mark Skubic, and his wife Megan on the birth of their son, Colson Shawn! Colson arrived on June 12th at 5:26am weighing 8lbs and measuring 20 inches. Mom and baby are doing great and his big brother Camden can't wait to get him home! Congratulations to the entire Skubic family!

We are excited to welcome our summer intern, Miriam Chasnov, to the team. Miriam will be working with our planning and investments team to help support our clients throughout the financial planning process. Please join us in welcoming her to the team!

We wanted to wish a very HAPPY BIRTHDAY to our Director of Investments, Sam Ludzack today. Thank you for the outstanding work that you do for our clients and for being a great partner throughout our team. We hope you find some time to celebrate!

I am excited to share that my good friend, Pallavi S. Dixit, is releasing her debut novel on June 4th! Pallavi has put so much time, energy and hard work into this amazing project and I couldn't be more proud of seeing her dream come to fruition. Congratulations Pallavi on this incredible accomplishment!

We want to wish our team's Lead Advisor, Mark Skubic, a very HAPPY ANNIVERSARY! Thanks for being such an important part of our team and for all of the great advising and planning work that you provide our clients. Here's to many more years to come!

We want to wish a very special HAPPY MOTHER'S DAY to these three exceptional moms! Each one of them plays a critical role on our team and is a shining example of poise, grace, professionalism and commitment to our team, and more importantly the clients we serve. We can't express enough how grateful we are to work with such inspiring women each and everyday!
Kayla VandenBosch Hannah Ziegler Courtney Defries

In honor or National Volunteer Week last week, our team took some time from our day to volunteer at the Greater Minneapolis Crisis Nursery. The Crisis Nursery is a fantastic local organization that offers free services for parents and children in crisis with the mission of ending child abuse and neglect, and creating strong, healthy families.

It was great seeing all of the smiling faces on the kiddos and getting to interact with their team of giving and committed staff members!

To celebrate a great first quarter of the year, our team got together outside of work to enjoy some quality time at WhirlyBall Twin Cities. It was a great opportunity for all of us to connect and participate in some (mostly) friendly competition with one another. Team culture is a critical part of Itasca Wealth's values and something that we love investing and engaging in!
Kayla VandenBosch Mark Skubic Travis Oertli Paul Speltz Sam Ludzack Jarrett Yehlen Josh Oertli

We want to wish our Associate Wealth Management Advisor, Jack Wagner, a very HAPPY ANNIVERSARY! Thanks for being such a critical part of our team and for all of the great planning work and support you provide our clients. Here's to many more years to come!

We wanted to wish a very HAPPY BIRTHDAY to our Associate Financial Advisor, Courtney Defries today. Thank you for the outstanding work that you do for our clients and for being a fountain of knowledge and expertise that our team leverages daily. We hope you have an excellent day!