Who We Are - Financial Paladin

Our Financial Professionals

We work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

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Jeff Foley, CFP®, is founder of Paladin Financial located in Arden Hills, Minnesota. Jeff serves as an investment advisor representative, providing a holistic approach to wealth management and offering income planning, asset maximization, legacy planning and tax strategies.

Paladin Financial offers a five-step retirement planning process that incorporates the three hallmarks of the company – fiduciary, transparency and technology.

Prior to founding Paladin Financial, Jeff served in corporate America for 20 years, leading sales teams and constructing progressive product and marketing platforms to help financial services professionals build diverse and sustainable business practices. He built an impressive resume that illustrates his broad understanding of the financial services industry and is committed to sharing his wealth of experience.

Jeff began his career in the financial services industry in 1997. He has his Masters of Science in Management from the American College (MSM) and is a Certified Financial Planner™ (CFP®), which is a testament to his ethics and professional responsibility to provide financial planning services as a “fiduciary”—acting in the best interest of his clients. Jeff has attained his Series 7, 24, 6, 63, 66 and 53 registrations and is licensed in multiple states.

Nikki Foley is owner and founder of Paladin Financial and serves as Vice President of Marketing, lending expertise related to marketing, human resources, legal, and corporate communications.

With nearly 20 years of experience in the financial services industry, she serves as a natural resource for clients and team members and is a valued leader for Paladin Financial. Nikki is insurance licensed in the state of Minnesota.

Nikki is a graduate of Washburn University in Kansas, and she holds a Master’s of Science in Management from Regis University in Colorado.

Dori Petroff is the Operations Manager with Paladin Financial. Dori supports the organizational operations of the firm by overseeing the administration, new business processes, marketing, project management, client relationships, and compliance.

With over 15 years of experience in financial services, Dori brings considerable knowledge and is a great resource for the Paladin Financial team. Dori holds her Series 6, 7, 63 and 66 registrations. Dori is a graduate of Winona State University with her bachelor’s degree in Business Administration. Outside of work Dori enjoys spending time with family and friends, camping, and fishing.

As an Investment Advisor Representative with Paladin Financial, Jeff Quick works with clients to help them develop comprehensive strategies to help protect their assets, plan for retirement, and achieve their overall financial goals. Jeff began working in the banking and financial industry in 2005 and has gained a broad base of experience that includes serving as President of a tax preparation and marketing firm as well as working for an insurance wholesaler. This range of experience allows Jeff to bring a unique perspective to his clients. Jeff resides in St. Paul with his wife and four kids. He enjoys spending time with his family and friends, and coaching youth sports.

As an Investment Advisor Representative with Paladin Financial, Jaime Malm serves clients by providing investment advice and comprehensive financial planning. Jaime began her financial services career over 20 years ago and over that timeframe has helped create financial plans for thousands of clients through her partnership with independent financial professionals. In addition to her role as an Investment Advisor Representative with Paladin Financial, Jaime is the owner and founder of Iron Horse Financial Services, an insurance agency. Jaime holds her series 65 registration and also previously held the Series 6 and 63 and the Chartered Federal Benefits Consultant (ChFEBC) designation.

Paraplanners

As Paraplanner’s with Paladin Financial, Zach and Mason strive to create a warm and welcoming experience for our clients. Working alongside Jeff Foley CFP®, they work extensively to help prepare our client’s financial plans, as well as sitting in on and helping to facilitate client meetings. They also serve as an additional resource for our client’s ongoing needs.

As a paraplanner with Paladin Financial Zach strives to create a welcoming experience for our clients. Zach works alongside our Investment Advisor Representatives to help prepare our clients financial plans, facilitate client meetings and acts as an additional resource for clients ongoing needs. Zach is a recent graduate from The University of Northwestern, St. Paul with a major in Finance and minor in Marketing. His previous work experience includes an internship with McNeely Financial Services and Modern Woodmen. Zach is currently studying to test and receive several securities industry registrations. In his free time, Zach enjoys watching sports, spending time with family and friends, and staying active.

Ellie is a licensed Paraplanner and Investment Advisor Representative. She works alongside our Investment Advisor Representatives to help prepare our clients financial plans, facilitate client meetings and acts as an additional resource for clients ongoing needs. Ellie has experience servicing independent advisors across the country with financial planning for their clients. Ellie holds her Series 65 registration.

Prior to her time in the financial services industry, Ellie’s background in design and marketing led to finding her passion for personal finance and working with people. Ellie attended the University of Iowa and moved to the twin cities in 2017. She now enjoys everything Minnesota has to offer and frequently visits her immediate family in San Diego. Outside of her professional life, Ellie stays busy with traveling, exercising her creativity, and catching workout classes at LifeTime Fitness.

Gretchen supports the Paladin Financial team as an Office Assistant. Gretchen has a law enforcement background with more than ten years of experience as a Corporal, Patrol Deputy, Corrections Officer, and a Reserve Officer. Gretchen obtained her degree in Law Enforcement from Hennepin Technical School and has specialized training as an Emergency Response Officer, Defensive Tactics Instructor, and a CPR Instructor. After serving her community, Gretchen decided to change to a career that would better suit her family life. Gretchen is married and has a ten-year-old daughter. Gretchen and her family enjoy fishing, camping, and hiking. When Gretchen isn’t participating in outdoor activities she enjoys baking and spending time in the kitchen.

Strategic Alliances

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.

Gradient Investments, LLC

We have strategically partnered with Gradient Investments, LLC, an independent, fee-only SEC registered investment advisor to provide our clients with professional money management services. Our firm and clients have unique access to Gradient Investments’ portfolio managers who bring a depth of market experience and insight and actively manage our clients’ accounts.

The Gradient Investments team can be seen regularly on national media outlets including CNBC, Fox Business, Bloomberg Barron’s, and The Wall Street Journal.

Stovall & Associates, LTD

Reducing taxes is a primary concern for many of our clients and is an integral part of our financial planning process. Through our partnership with the team of CPAs and tax professionals at Stovall & Associates, our clients are provided with tax planning, preparation and filing services.

Orchard Law Firm

As a local estate planning firm, Orchard Law serves a number of Paladin Financial clients by building an estate plan that will survive the test of time. Orchard Law can help you establish or update your estate plan and through unparalleled professionalism and the heart of a fiduciary.

Mardell D. Presler, LLC

The Law Office of Mardell D. Presler, LLC is a full representation law firm geared towards helping individuals and businesses navigate through Estate Planning as well as the changing landscape of Elder Law. It is their mission to keep our clients and their heirs out of the courts!

Paladin Wealth, LLC dba Paladin Financial and Paladin Insurance, LLC are not affiliated with the above-mentioned firms.

Our Financial Professionals

Jeff Foley, CFP®

Nikki Foley

Dori Petroff

Jeff Quick

Jaime Malm

Paraplanners

Zach Langemeier

Ellie Robison

Gretchen Merritt

Strategic Alliances

MICHAEL BINGER, CFA®

JEREMY BRYAN, CFA®

MARIANN MONTAGNE, CFA®