Team

Our friendly staff is comprised of committed, compassionate and intelligent individuals who actively care for our clients. We are pleased to introduce them to you:

 
Having worked with a variety of CPA firms, primarily in the area of tax and management services, Chuck Brown, along with Ed Caldwell and Bob Taylor, founded Caldwell, Taylor & Brown, LTD., a CPA firm in 1979.

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Jonathan completed a Master's Degree in International Business in 1996 at Indiana University. He worked globally in corporate finance with UnitedHealthcare, AIG and Allianz.

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Sarah Berggren

Advanced Client Service Specialist

(952) 546-5456

“My desire is to provide our clients with the highest level of service possible.” Sarah is a graduate of North Central University and holds a degree in Cross-Cultural Studies and in TEFL.

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Jamie Hansen

Events and Marketing Coordinator

(952) 546-5456

Jamie joined CTB Financial in October 2010. She earned a BA in Athletic Training from Bethel University and made progress towards a Masters in Kinesiology. Her interest in the Financial Services Industry, piqued by her dad (Chuck...

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Katie Venzke

Advanced Client Service Specialist

(952) 546-5456

Katie joined the CTB Financial team in December of 2012. She graduated with honors from North Central University in 2008, with a BA in Youth Development. She has a special interest in helping improve the lives of individuals with...

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Stacie joined the CTB Financial team in January of 2013. She was born and raised in Central Illinois and came to Minneapolis to study at North Central University. She graduated with a Degree in Theater in 2010.

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Brendan Roath

Advisory Support Associate

Brendan joined the CTB Financial Services, ltd., team in July of 2015. He provides day-to-day client service as well as assisting with the operational efforts for the team.

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