Meet the RGW Wealth Team

The RGW Wealth Team

^{Meet the team}Your Trusted Advisors

Our team has been proudly serving clients locally in Minneapolis and around the country for years, combining the strengths of CPAs, CFPs, and insurance professionals to offer you well-rounded, thoughtful financial guidance. We know that your goals and priorities are unique, so we take the time to truly understand what matters most to you and create tailored, tax-smart strategies that align with your goals.

^{Meet the team}A Team Built on Experience

Across multiple locations, including offices in Minneapolis, Des Moines, Spicer, our advisors work together, offering clients diverse perspectives, backgrounds, and financial experience. This collaboration brings meaningful value and insight to navigating complex financial needs.

Minneapolis Team

Benjamin Beuning

Benjamin G. Beuning
CFP^®, CIMA^®, CRPC^®, MSPFP

Partner, Financial and Tax Planner

Read more

Lyle Gerhardson

Lyle Gerhardson, CPA

Partner, Financial and Tax Advisor

Read more

Michael Warner

Michael R. Warner, II, CPA

Partner, Financial and Tax Advisor

Read more

Brady Gerhardson

Brady Gerhardson

Client Service and Ops Team

Read more

Payton Mages

Payton Mages

Relationship and Client Service Team

Read more

Des Moines Team

Aaron Brandsfield

Aaron Brandsfield

Tax Partner, Financial and Tax Adviser

Read more

Karri Brandsfield

Karri Brandsfield

Wealth Management Assistant

Read more

Spicer Team

Benjamin Beuning

Benjamin G. Beuning
CFP^®, CIMA^®, CRPC^®, MSPFP

Partner, Financial and Tax Planner

Read more

Lyle Gerhardson

Lyle Gerhardson, CPA

Partner, Financial and Tax Advisor

Read more

Morgan Mathison

Morgan Mathison, CPA

Tax Partner, Financial and Tax Adviser

Read more

Krisa Gerhardson

Krisa Gerhardson

Relationship and Client Service Team

Read more

Olivia Mages

Olivia Mages

Tax Associate

Read more

Our Services

Explore our tax-efficient wealth planning, investment management, and retirement strategies to help preserve, grow, and keep more of your wealth.

Explore Our Solutions

Our Approach

Discover our planning-first, client-centered approach to building tax-efficient, comprehensive strategies that align with your values.

See Our Process

Contact Us

Have questions? Reach out to our offices in Plymouth/Minneapolis and Spicer. We’re here to discuss how our services can support your goals.

Get in Touch