Your Financial Guide Team

Your Financial Guide Team

Our team at Fleming Investment Group not only has the knowledge and experience to help you pursue your financial goals, but also happen to be great folks. Our team is always ready to address your concerns, answer your questions, and put you at ease.

Click on the pictures to learn more about us.
 

Brian Bohnsack

President and Financial Advisor

Brian’s array of experiences in financial services, management, and accounting provide him with ideal skills that are necessary to analyze, coordinate, and communicate the value of planning strategies to his clients. His greatest desire is to see his clients get everything they want out of their financial journey. Whether his clients are near retirement, currently retired, or still dreaming of retirement, he helps each of them strive to reach their financial dreams.

Brian earned a BS in accounting, holds his FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, and also has his life and health insurance licenses.  He was recognized as one of the top 10 advisors in Minnesota with Midland National Life Insurance in 2016 based on annual production.

SummitClub_seal
 

Brian Bohnsack is proud to have been recognized as a Summit Club advisor for 2017—a distinction based on annual production that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Brian has been married to Patty for 26 years; they have three children and live in St. Michael, Minnesota. Outside of the office, Brian enjoys boating, snowmobiling, biking, traveling, and participating in church activities. He is a huge sports fan and aspires to visit every Big Ten stadium and the 10 biggest college football stadiums. To date, he has visited 6 out of 10 of the biggest football stadiums, and 7 of the Big Ten stadiums. 

Danielle Cain, CFP®

Operations Manager

Danielle assists Brian and Pat with all client-related planning and operational tasks and is the first point of contact for client requests. She has more than a decade of experience in the banking, mortgage, insurance, and financial services industries. Coupled with her BS degree in finance from the University of Minnesota Carlson School of Business, she brings a wealth of knowledge to the clients of Fleming Investment Group. Danielle is a CERTIFIED FINANCIAL PLANNER™ and also holds her FINRA Series 6, 7, and 63 securities registrations through Commonwealth Financial Network®, along with her life and health insurance licenses. 

When not at work, Danielle stays busy as a dance mom and is a volunteer foster home for a local pet rescue organization. Her guilty pleasure is watching reality television and loves spending time with family and friends. Danielle lives in Elk River with her husband and their blended family of four children.

Patty Bohnsack

Office Administrator

“I do everything in the office that is nonfinancial planning,” says Patty, when asked about her role at Fleming Investment Group. Patty manages overall, day-to-day business operations, including areas such as human resources, payroll, marketing and advertising, and office management. She ensures that everyone has the tools for success to perform their responsibilities for our client’s financial journeys. Patty has a background in human resources and holds a BA in communications with a minor in business from the University of Minnesota.

Family and faith are very important to Patty, and she feels blessed to have a wonderful husband, three great children, and extended family close by. Patty enjoys Minnesota summers, particularly thunderstorms; calls herself an HGTV “junkie”; and loves all music, reading, gardening, traveling, and her Cavalier King Charles Spaniel, Maizy.