About Our Team
WHAT WE DOA Partner On Your Life Journey.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
Plan Your
Future Confidently
All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Brad Vick, CFA®, CFP®, WMCP®
Wealth Management Advisor
(651) 395-3799
brad@stcroixstrategies.com
Brad holds A CERTIFIED FINANCIAL PLANNER® certification and the Chartered Financial Analyst, and Wealth Management Certified Professional Designations. Brad Conducts meetings, designs investment solutions and directs the team.
Brad lives in Stillwater with his wife, Tiffany. They have 5 grown children. In his free time, he enjoys skiing, fishing, hunting, running marathons and triathlons.
Brad has several charities he is passionate about. He raises money for the Leukemia and Lymphoma Society of MN/Dakotas as well as Zero Prostate Cancer.org.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Kimberly Cox
Wealth Advisor
(651) 395-3384
kim@stcroixstrategies.com
Kimberly joined Brad Vick's team in January 2010. As a Wealth Advisor, Kimberly brings 30 years of investment and insurance experience as well as extensive customer service skills to the team. Kimberly has her Life, Accident and Health license and FINRA Series 6, 7, 9, 10, 63, and 66 registrations through LPL Financial. Kim’s primary focus is client onboarding, investment and insurance services and handling client requests.
Kimberly lives in North Branch, MN and is a proud mother of two daughters Madison (22) and Brianna (21). In her spare time, she enjoys time with family, being outdoors, and spending time on the water. Kim is passionate about travelling and is a strong supporter of community development.
John Leonard
Wealth Advisor
(651) 395-3772
john@stcroixstrategies.com
John joined Brad's team in August 2014. As a Wealth Advisor, John brings 20 years of investment and insurance experience to the team. John has his Life, Accident and Health license and his FINRA Series 7, 65 and 63 registrations through LPL Financial. John's primary focus is building financial plans, analytics, investment research and insurance servicing. John resides in Hastings, MN with his wife Juliet, and their two sons Louis (9) and Isaac (7). In his spare time, you may find him at sporting events cheering on his sons as they participate in Hastings hockey, soccer and baseball. John is equally passionate about maintaining an appreciation for Minnesota’s natural resources and actively pursuing hunting, fishing and camping opportunities that are abundant in the Upper Midwest.
Tiffany Vick
Director of Marketing & Client Experience
(651) 395-3843
tiffany@stcroixstrategies.com
Tiffany joined the team in July 2021, as Director of Marketing and Client Experience. Tiffany brings 29 years of experience in business management, sales management, and customer service to the team.
Tiffany lives in Stillwater MN with her husband Brad. Together they enjoy spending time with their family and friends. They have 5 children between them, mostly recent graduates of college. In her spare time, she enjoys giving back to the community through fundraising events for the Leukemia and Lymphoma Society and competing in endurance events. She also enjoys traveling, backpacking in the mountains and active adventures.
*Not Registered with LPL Financial