Andrew has been a Wealth Management Advisor with Northwestern Mutual since 2009 building a national practice focused on physician specific financial planning. Alongside his twin sister, Sarah, they’ve formed Physician Wealth Partners, bringing their expertise to clients across the nation. He is a recognized subject matter expert in the field within the industry. He is frequently asked to speak at medical training programs, CME conferences, specialty specific member organization conferences, and private seminars to present on relevant financial topics and physician specific financial planning strategies in addition to general industry trends. Andrew graduated from St. John’s University in Minnesota where he was a four-year letterman and an elected Captain of the basketball team his senior year.

When Andrew isn’t in the office, he enjoys spending time with his wife Danielle and his two children, Noah and Sophie. They reside in St. Paul, MN and love trying new restaurants and traveling to new locations. Andrew also has a passion for automobiles, and anything sports related and enjoys sinking his nose into nonfictional books.

Sarah has been a Wealth Management Advisor with Northwestern Mutual since 2011 and enjoys working with individuals and families in a holistic planning capacity. She, along with her twin brother Andrew, has formed Physician Wealth Partners as a place where their busy clients are supported through all stages of their career. Sarah is an expert in planning the transition from residency/fellowships to a full-time attending position. Sarah graduated from the College of St Benedict and has a master’s degree from Bethel University specializing in education. Her passion is helping others understand complex planning information to make important decisions more easily. She started dating her husband at St. John’s/St. Ben’s while he was studying for his MCATs. Medical school at University of MN, IM Residency at HCMC, and now a full time attending at Ridges in Burnsville, MN, Sarah and Matt have been through it all together!

When Sarah isn’t in the office, you can find her with her husband Matt, and their three young kids enjoying adventures up north with their dogs Millie & Howie! Matt and Sarah believe living a balanced life and staying active is crucial for continued growth and joy, which is why you’ll find Sarah competing in triathlons and Matt gravel bike races and ultramarathons up north or enjoying an afternoon on the pontoon.

Dave joined Northwestern Mutual after graduating from the University of Minnesota Law School Magna Cum Laude and passing the NY bar exam. He completed a Master’s of Business Administration in 2012 and served as a communications and tactical action officer on active duty in the US Navy from 2005-2009. He recently completed a 13 month mobilization to Africa as a member of the Navy Reserves and is on the headquarters staff of a small patrol boat squadron based out of Jacksonville, Florida. He uses his background in law and finance to help clients navigate the increasingly complex financial planning and wealth management environment. You’ll work with Dave for answers on investments, insurance, estate planning, and all other aspects of your financial plan. Dave manages the details that make your plan come together, and will be there to answer your questions.

Dave is a guitarist, bassist, and vocalist who needs more practice. He is an avid runner and triathlete who has no desire to run a full marathon, though half-marathons are okay. Dave’s most important qualification is his self-proclaimed Star Trek expertise.

Community Involvement: Dave has been actively involved in many community organizations over the years and is proud to maintain these relationships. He was formerly a trustee and volunteer scheduler at St. Boniface Church in Minneapolis, was the former chair the St. Anthony West Neighborhood Organization, and volunteered at Birthright-St. Paul. He currently volunteers at Guardian Angels in Chaska.

Barbara independently joined Northwestern Mutual in the spring of 2020. Her background in research influences her approach to financial planning, as she values education integrated with strategy. Experiencing medical training steps alongside her husband, who is a practicing emergency medicine physician, she connects with the unique planning for physician families. With her strong understanding of the time and energy demands of being in the medical field, she is in step with clients to address risk management, debt reduction, and wealth accumulation strategies. Her goal is a team-based approach, working alongside clients to meet present needs and position for long-term success. Her deep personal understanding of physician financial opportunities and pain points coupled with an intense passion for research lead to an easy decision to partner with Physician Wealth Partners.

When Barbara isn’t in the office, she is an avid reader, runner, and coffee enthusiast. Together she and her husband can often be found training for and competing in local trail races and then heading to a bakery afterwards.

Lindsay joined Northwestern Mutual in 2015 as an Associate Financial Representative. Her specialty is assisting clients with their Insurance needs, helping them work towards their financial goals for the future. Lindsay also manages office operations including marketing, scheduling, and calendar management. She graduated from South Dakota State University with a degree in Human Development and Family Studies. Lindsay finds joy in organizing complex systems and creating workflow ease.

When Lindsay isn’t in the office, she enjoys spending time with her husband and dog Fifty Cent, exploring unfamiliar neighborhoods or towns. Their favorite places to stop are coffee shops, curiosity stores and anywhere that serves wine.

Noah finished his family medicine residency program in July of 2017, optimistic to start his clinical practice and ready for the challenges ahead. Things started out well, although between changes at the clinic and then the pandemic, he found himself consistently having to put work over family and personal time and was becoming burnt out. Like many others, the pandemic challenged him to reconsider life priorities and he recognized a need for change. After much contemplation, he left his clinical practice in October 2021. This was when he truly appreciated his own solid financial planning through the years; the freedom to make such a significant life change wasn’t stress free but was certainly manageable. He spent the following months as caretaker/chauffeur for his two little girls, woodworking, exercising regularly and re-evaluating life goals. He hadn’t initially planned on making a career change but was not finding himself drawn back to medicine. He is excited to join the PWP team and he hopes his experience further strengthens the group’s understanding of our clients’ motivations, concerns, stresses, joys and hopes for the future

In his free time, he pursues a wide variety of activities. He enjoys hanging out with his wife and two children. He also enjoys strenuous outdoor activities, having done several triathlons and marathons in the past, although with no current plans for future competition. He loves building/creating and maintains a slowly growing woodshop that he wishes was better organized. His backyard flock of chickens provides his family with endless entertainment and fresh eggs!

Education/Experience

• Undergraduate degree- BA Chemistry, St John’s University (2006)
• Employment- Laboratory technologist, Mayo Clinic, Rochester, MN, 2006-2010
• Medical degree- University of Minnesota Medical School (2014)
  • Duluth campus for first two years
  • RPAP participant, Willmar, MN (2012-2013)
• Residency- Univ of MN St Cloud Hospital Family Medicine Residency program (2017)
• Clinical practice- HealthPartners Hutchinson Health Clinic, Hutchinson, MN, 2017-2021