OUR ADVISORS

Get real-time guidance from the following trusted advisors helping answer you questions not related to medicine. They are here to guide confident decisions and build help long-term operational and financial success.

Landen Berning

CPA

Landen is a Senior Tax Manager in the CBIZ Minneapolis oﬃce. He works with closely held business and their owners to navigate complex tax laws, minimize their tax burden, and help them thrive financially. Landen brings a proactive problem-solving approach and oﬀers expertise in the areas of pass-through entity taxation and individual tax consulting.

Jason Vahlenkamp

CFP, CIMA

Jason has been working in finance since 2011. Jason is a certified financial planner and serves as an Investment Analyst at Stone Arch Advisory Group, where he plays a crucial role in supporting the CIO and investment department. He manages the firm’s investment strategies, tax loss harvesting, keeping up on the current market conditions and environments, and supports the offerings in investment alternatives.