OUR TEAM

Our Team

At Volk & Associates Wealth Management, our team regularly challenges the status quo, constantly improving the value we bring to our clients’ financial lives by asking ourselves how we can do it better.  Our firm provides multi-generational planning to our clients’ families and their children. Our team will create a customized retirement income plan that addresses your impending shift in focus: from growing your money to making it last for the rest of your life (and beyond).

If you need to speak with one of our associates, please call our service line at (952) 583-8002; or send an email to VASERVICES@nm.com. 


Craig M. Volk

Craig M. Volk, RICP®

Wealth Management Advisor

Craig started his planning practice through the Northwestern Mutual Wealth Management Company in 2000. Prior to that, he attended Waldorf University, where he earned a Bachelor’s Degree in Finance and Management. As a Wealth Management Advisor and Retirement Income Certified Planner (RICP®), Craig’s practice focuses on an integrated planning approach involving retirement distribution planning, investment management and wealth distribution. He operates out of Edina, Minnesota, but works with clients across the country.


 
Kris G. Daniels

Kris G. Daniels

Associate Financial Representative

Kris joined Volk & Associates Wealth Management in April 2018. Prior to that, he was a Financial Advisor with Northwestern Mutual out of the Lake Elmo office. Kris has earned the Life, Accident, Health and Long-Term Care licenses, along with Series 6 and 63.

Kris grew up outside of Seattle where he graduated from the University of Washington with a degree in Economics. After 9 years in Denver, Colorado, he and his wife and two kids have put their roots down and have called Minnesota home since 2008.

Kris takes a holistic approach to understand clients’ goals and the “why” behind them. It is imperative that clients feel confident in their decision making and achieving what is most important to them.

Kris serves on the Vadnais Heights Economic Development Workforce Committee where he helps educate the future, local workforce on the key pillars of establishing personal financial health. He’s a huge baseball fan and loves playing golf and being outdoors with his family.

 
Bethany K Rivard

Bethany K Rivard

Director of Operations

Bethany joined Volk & Associates Wealth Management in January 2019.  Bethany brings 10 years of Northwestern Mutual experience to the team, specifically in the area of financial practice operations, client service, and business development.  Bethany’s primary focus is overseeing the office operations and ensuring our client family receives concierge service. 

Bethany graduated from Minneapolis Business College in 2006 with a degree in Business Administration and holds her Life, Accident, and Health insurance licenses.  She lives in Coon Rapids with her family and enjoys traveling, trying new restaurants, and loves the Minnesota Vikings. SKOL!

 

 
Michael A. Baker

Michael A. Baker, CFA®

Director of Investments

Michael joined Volk & Associates Wealth Management in April 2016. He attended the University of Minnesota – Twin Cities, and received his B.A. Quantitative in Economics. Michael is a CFA® charter holder and a member of the Chartered Financial Analyst Society of Minnesota. He also holds his Series 7, 63, as well as Life, Accident and Health licenses.

Michael brings to the team over 15 years of experience in the financial services industry where he has focused on investment research, portfolio management, and asset allocation. He most recently worked with 401(K) plans, managing a client base of over 70 plans with assets exceeding $5 billion.

Michael lives in Rogers with his wife and two children, and enjoys fishing, hunting, and spending time at his lake cabin with family and friends.

 
Parker T. VanEaton

Parker T. VanEaton, CFP®, RICP®, WMCP®

Director of Advanced Financial Planning

Parker began his career with Northwestern Mutual in May 2010 and joined Volk & Associates Wealth Management in May 2013. He attended St. Thomas University receiving a B.S. in Actuarial Science. Parker currently holds his Series 7, 66, CFP®, RICP®, and WMCP®, as well as Life, Accident and Health licenses.

Parker assists Craig’s team with the creation, proposal, and management of financial plans, as well as assisting with investment management.

Parker lives in Saint Paul with his wife Kristin. In his free time he enjoys working out, spending time with friends and family, grilling, playing soccer, hockey and golf. He also enjoys spending time up north at the cabin, and being on the rivers and lakes in the summer.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
Kristin A. Anderson

Kristin A. Anderson

Executive Assistant

Kristin joined Volk & Associates Wealth Management in February 2012. Kristin is a graduate from Minnesota State University - Mankato receiving her Bachelor of Arts degree in Marketing and a minor in Business Administration. She also completed a successful basketball career playing four years at Mankato. Kristin comes to the team with a background in event planning, fundraising, marketing and sales.

Kristin manages Craig's calendar, as well as networking/referral opportunities for the firm. Please contact her to schedule a meeting with Craig, or if you know of someone would who benefit from working with our team. 

In her free time, Kristin enjoys playing basketball, exercising, watching the Iowa Hawkeyes and spending time with family. Kristin is Craig's sister, and she and her family live in Iowa, close to where her and Craig grew up.

 

Carrie C Gunderson

Operations Associate

Carrie began her career with Northwestern Mutual in 2017 and joined Volk & Associates Wealth Management in October 2019. She holds her Series 6/63, as well as Life, Health and Long-Term Care licenses.

Carrie brings existing Northwestern Mutual experience to the team and focuses on helping implement planning recommendations made for new and existing clients. Carrie guides clients through the process of establishing and funding insurance and investment accounts, and is available to help with any existing policy related questions or service needs. 

Carrie lives in Bloomington and keeps busy with her four boys. When she’s not in the office, she enjoys spending time with her family.

 

Craig M Volk, RICP®
Wealth Management Advisor


Volk & Associates Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck