A look into our practice
We are CERTIFIED FINANCIAL PLANNERTM professionals that help wise investors simplify the complex ever-changing world of investments, insurance, tax-management, and estate planning. We aim to educate families so you can make decisions based on your unique goals, objectives, and circumstances.
As your Financial GUIDE, our proactive approach in communicating, built on honesty and trust, is to:
- Seek to understand your unique goals and objectives and compare it to your current financial position.
- Guide you through our in-depth process which addresses your financial concerns by creating a financial game plan. This plan leads to increased confidence, clarity, and comfort with your overall financial well-being.
We specialize in Financial Planning, Estate Planning, Tax Efficient Investment Strategies, and Inheritance Planning. We aim to provide a client experience where we take a proactive communication approach, built on honesty and trust to provide our clients a peace of mind that they know their individual goals and objectives are being addressed so that they can have restful nights of sleep not worrying about a variety of financial issues.
We serve others while keeping our priorities in line, our priorities are: 1. Faith, 2. Family, 3. Friends, 4. Finances, 5. Fitness, 6. Fun. We also serve our clients by utilizing our educational knowledge and our personal experiences to educate our clients and their heirs about investment allocation, tax planning, estate planning, and risk management.
WEALTH MANAGEMENT
Wealth management is a holistic, consultative process that utilizes services and products to deliver a customized strategy uniquely tailored to each person.
FINANCIAL PLANNING
Financial planning is a long-term strategy of smartly organizing how you handle your finances and positioning them to meet your goals and objectives.
ESTATE PLANNING
Believe it or not, you have an estate. In fact, everyone does, it is the state in which you reside. Your estate is comprised of everything you own, and estate planning is the preparation of instructions to make sure the assets you've worked so hard to accumulate go to the people or organizations you care about.
TAX EFFICIENT INVESTING
It's not just how much you make that matters- it's how much you keep after taxes. With a bit of tax planning you can exercise control over your portfolio and minimize one of the most important factors affecting your long-term returns.
INHERITANCE PLANNING
Involves making choices about your heirs and how you want your estate to be distributed to them. It also involves beneficiaries who have received an inheritance and cultivating a plan to use the inheritance to serve their goals and objectives and do so in the most efficient way possible.
INVESTMENT MANAGEMENT
Investment management is the process of optimizing your financial assets to achieve a specified investment objective. It begins by developing a strategy based on risk to identify the best allocation and periodically adjusting with changes in goals.
INSURANCE
For many, discussing mortality and disability risks are unpleasant subjects, but the failure to properly mitigate those risks could have catastrophic consequences to your families.
Jeff Wunsch, CFP®
Vice President / Financial Advisor
Jeff Wunsch is one of the leaders of the Woodbury Wealth Management Team, which uses Equitable Advisors as the Broker/Dealer. Jeff had been a client of Equitable Advisors for a number of years before making the career switch to pursue his dream of becoming a CERTIFIED FINANCIAL PLANNER™ professional. After a long and successful leadership career at Coca-Cola, Jeff began his career as a Financial Professional with Equitable Advisors, earning his CFP® designation and joined the Woodbury Wealth Management team.
Jeff graduated college from the University of Wisconsin-Eau Claire, obtaining a B.S. Marketing, and went on to earn his Masters of Business Administration from the University of Houston in 2003. In 2015, he was awarded his Certificate in Financial Planning from Northwestern University, paving the way for his CFP® Certification. Additionally, Jeff holds FINRA (Securities Registrations) Series 7, Series 66, along with his Life & Health Insurance License.
Jeff’s primary focus is to help his clients navigate the many complex issues involved in comprehensive financial planning. He builds strong, long-term relationships with his clients by providing sound advice and guidance to help them reach financial independence.
Jeff lives in Savage, MN with his wife, Kim, and their three children Carter, Kendall and Cole. In his free time, Jeff enjoys spending time at his family cabin.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
California Insurance License #: 0M51037
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Woodbury Wealth Management is not owned or operated by Equitable Advisors, LLC or its affiliates.
Mara Campagna-Pinto
Office Manager/Client Relations
Mara Campagna-Pinto, is the Office Manager and Client Relationship Director of Woodbury Wealth Management. Mara has a passion for people and a heart for service, while also being extremely detailed orientated and very well organized. Mara brings extensive client relationship experience with her to Woodbury Wealth Management. Prior to joining our team, she worked six years in the Medical Industry and four years working for Equitable Advisors, LLC in the Minnesota Branch office.
When not working, Mara enjoys spending her time with her husband, Matt, and two beautiful girls, Rubi and Gia outside, traveling, or at their family cabin.
Mara does not have any FINRA or SEC Licenses.
Mara Campagna-Pinto offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Marisa Frie
Operations Director/Client Relations
Marisa Frie offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Mark Hargis, CFP®
President / Retirement Planning Specialist CA Insurance License #0H90729
651-738-7231
Mark Hargis, CFP® Professional and Retirement Planning Specialist* who is the President of Woodbury Wealth Management, which uses Equitable Advisors as the Broker/Dealer. Mark is an active member of the greater St. Paul-Minneapolis community. He is active in the East Metro Area as a member of the Woodbury Chamber of Commerce and enjoys volunteering in many other areas in the community. Serving on Board of Directors for: Woodbury Area Prayer Breakfast, Woodbury Young Life, Woodbury Lion's Club, and Woodbury High School Football Booster Club. Mark also coaches all of his children in various different sports including hockey, baseball, and football within the Woodbury Community.
Mark is a former college football coach who is very competitive, hard working, trustworthy and ambitious.
Mark attended Woodbury Senior High and graduated in 1997 with honors. He then attended Gustavus Adolphus College, obtained a B.S. Business Management, was a four year letter winner in football and graduated in 2001. Mark studied two years at Valparaiso University School of Law and earned a Masters of Education - Professional Development from the University of Wisconsin - Eau Claire in 2004.
- FINRA (Securities Registrations) Series 7, Series 66
- Life & Health Insurance License
- Wharton Certificate At Retirement Planning (Wharton School of Business - U of Penn)
- Equitable Institute for Investments (Harvard University)
- Credentialed Holistic Financial Coach (Columbia University)
Mark is proud to currently live in Woodbury, Minnesota with his beautiful wife, Jennifer (Jennie), daughter Emilia (12), sons J Thomas (11) and Paul (9).
California Insurance License #: 0H90729
Arkansas Insurance License #: 15873306
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Woodbury Wealth Management is not owned or operated by Equitable Advisors, LLC or its affiliates.
VIDEOS
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
