2014-122014-ALTITUDE-PLAN-GROUP-5256 headshot Haley Sanders

President & Founder

Haley began her career by making coffee and answering phones at her father’s office. Her father, Steve Hansen, founded Steve Hansen & Associates; a retirement planning company. After graduating from the Monfort College of Business at the University of Northern Colorado in 2006, Haley became Steve’s apprentice. Haley has since expanded her roles and is an Investment Advisor Representative for Gradient Advisors. Haley has a passion for seeing her clients achieve their financial goals and aims to give them peace of mind with regard to their financial future. Haley resides in Brighton, Colorado with her husband Jonathan and their two, beautiful children; Jaxson and Alexa. Haley is a Colorado native and enjoys spending time outdoors and being with her family.

Jeanette Hansen
Administrative Assistant

Jeanette is our go-to person. She assists with client events, operations and client care. Her outgoing personality helps us to enhance our relationships with our clients and give the care and concern they need during life events. Jeanette provides our clients with the highest level of customer service and our office with detail-oriented precision.

 

 

STRATEGIC ALLIANCES
Nick Stovall, CPA /PFS

Tax Strategist  and Consultant for Gradient Tax, LLC

Nick Stovall CPA/PFSSM, MBA boasts an extensive background in accounting, finance and investments. With over 20 years of experience, he brings decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law and tax policy knowledge to the organization. With an in-depth knowledge of the financial services industry and solid understanding of the complex demands of diverse business settings, his experience provides an invaluable perspective on the intricate relationships between tax and business issues.
During his tenure in the private industry sector, Nick served as the chief financial officer for Glenn Corporation, E Energy Adams and Gradient Financial Group, LLC. He has also consulted in the public sector serving individuals and businesses in the areas of financial and tax planning. Nick was an instructor with National American University, teaching upper division accounting courses and remains a mentor for aspiring accountants in the Twin Cities area.

Nick earned the Masters of Business Administration in Accounting and a Bachelor of Science in Finance from the University of St. Thomas where he graduated with distinction. In addition, he attended Carlson School of Management at the University of Minnesota for the Masters of Business Taxation. Nick also holds his series 27, 7, and 66, as well as his life and health license.

Nick remains active in the accounting industry and is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA). Nick is a member of Ed Slott’s Elite IRA Advisor Group.

 

Wayne Schmidt, CFA®, MBA

Chief Investment Office of Gradient Investments, LLC

In October 2008, Wayne Schmidt joined Gradient Investments, LLC and serves as Chief Investment Officer. With 26 years of investment experience, Wayne brings decades of institutional experience and in-depth knowledge of the private client market to Gradient Investments, and offers a global investment management perspective.

Wayne is an invaluable and direct resource for affiliated investment advisors and their clients. He provides vast wisdom, knowledge, experience and tools to help investment advisors grow their practice, while also growing clients’ assets.

In a nationwide search that included acquisition considerations, AXA Investment Managers, a subsidiary of the European insurance giant AXA Group, handpicked Wayne to build their U.S investment grade fixed income capabilities and to lead a seasoned portfolio team located in St. Paul, Minnesota.

During his tenure at AXA Investment Managers, Wayne served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.

Before joining AXA Investment Managers, Wayne dedicated over 20 years to Minnesota Life and its’ $14 billion investment arm, Advantus Capital Management. As portfolio manager, he managed a variety of high-grade funds as part of Advantus’s $1.8 billion Total Return Product for institutional and retail clients. He also served as the lead portfolio manager of the Advantus Bond Fund and the co-portfolio manager of the Advantus Spectrum Fund.

Wayne earned his Master of Business Administration in Finance from the University of Minnesota and a Bachelor of Science from Cornell University. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.

Over the years, Wayne has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Pension & Investments, Reuters, The Los Angeles Times, Financial Week (2008 Neal Award Winner), Asia Times, InvestorVillage, Safehaven, SFO, Credit Investment News and RGE Monitor (Nouriel Roubini’s Global EconoMonitorinvestment). He has also provided market insights on Bloomberg radio and television.

Wayne’s love of Minnesota is Gradient Investments’ great fortune, as he declined to relocate with AXA Investment Managers following their strategic decision to consolidate function into the high-yield operation in Greenwich, Connecticut.