Liz Fagerlind, Wealth Management Associate
Education: Augsburg University, Bachelor's in Accounting and Finance
Affiliations: Delta Mu Delta Business Honor Society
Previous Experience: Carlson Capital Management, Tax Intern , Curi Capital, Wealth Management Intern
Liz joined the Curi Capital Minneapolis team in 2025 as a wealth management associate. She works closely with advisory teams to support clients in achieving their financial goals, assisting with persoMinneapolis Wealth Management Team
Personalized Guidance for Your Financial Journey While our office is based in the heart of Minneapolis, we’re proud to support clients across the Twin Cities metro and the surrounding region. Our Minneapolis Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice.
Estate Planning for Physicians: Protecting Your Future and Legacy
April 15, 2025
Byline Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager
As a physician, you’ve dedicated your life to the well-being of others. But have you considered how to safeguard your own financial future and legacy?
Paige Vega, Client Service Administrator
Education: Bachelor of Science, University of Wisconsin-River Falls
Previous Experience: TRIA Orthopedics, Rehab Administrative Assistant
Paige joined Curi RMB Capital in 2025 as a Client Service Administrator. She supports advisors and clients as a member of the Minneapolis Client Service team. Before joining the firm, she spent two ye
Financial Checklist for Early-Career Physicians
January 9, 2025
Byline Jake Eischens, CFP®, Partner, Wealth Advisor
As a new physician, you’ve likely spent many years focusing on medical education and clinical training, with little time to consider personal finance. However, the financial decisions you make early in your career can set the stage for long-term financial success and security. This checklist is designed to help you navigate key financial steps, from managing student loans to planning for retirement, while ensuring you build a strong foundation for your future. What is Your Financial WHY?
Meghan Hayes, Client Service Administrator / Office Coordinator
Education: Bachelor of Fine Arts in Musical Theatre, Millikin University
Previous Experience: Business Officer – TD Securities Automated Trading , Administrative Employee – Millikin University Office of Admissions
Meghan joined Curi RMB Capital in 2024 as a Client Service Administrator. She is in the Minneapolis office and supports the advisor team, as well as Curi RMB Capital clientele. Meghan joins the firm f
Keeping It in the Family: Intrafamily Loans
March 19, 2024
Byline Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager
I recently worked with a couple who wanted to support their adult child through the process of buying his first home. Though their son had saved for a down payment, the parents felt that the current real estate market and high interest rates would limit his options and saddle him with a burdensome fixed monthly payment.
Allie Joas, Associate, Family Office Services
Education: BS in Business Administration, Economics and Business Intelligence & Analytics, Creighton University
Affiliations: Freshman Leadership Program, Creighton University , Pi Beta Phi Sorority , Omicron Delta Epsilon, Honors Economic Society
Previous Experience: Piper Sandler & Co., Corporate & Venture Services Analyst , RBC Wealth Management, Business Risk Intern
As a Family Office Services Associate Alexandra aids clients in the account opening process, assists clients with money and share transfers, as well as answering any client inquiries and requests.
Lori Godding, Wealth Management Associate
Education: Bachelor of Elective Studies Focus: Communications, St. Cloud State University
Previous Experience: Brick & Batten, Client Experience Associate , Fly My Group, Senior Group Air Specialist/Project Manager
Lori joined RMB in 2023 as a Client Service Administrator. She is in the Minneapolis office and supports the advisor team as well as RMB clientele.
Alex Koncilja, Senior Wealth Management Associate
Education: BBA, Financial Markets and Finance, University of Minnesota Duluth
Previous Experience: Student Equity Analyst at The Bulldog Fund, LLC, Wealth Management Intern at Orgel Wealth Management
Alex joined RMB Capital in 2021. Alex works as a wealth management associate whose mission is to help guide individuals and families through the emotional and financial complexities of money.