Bruce Primeau CPA, CFP®, PFS

Financial Planning Consultant
“I enjoy developing relationships with families in need of professional help in managing their financial situation. By becoming the financial...

Becky Botzet CFP®, EA

Financial Planning Consultant
“With our world and personal lives changing constantly, creating a plan is only the first step to reaching our goals. For that reason, after we create...

Anita Kalafut CFP®, EA

Associate Financial Planning Consultant
“I like the day-to-day interaction with clients, discussing their goals, assessing their finances and helping them develop a financial game plan that...

Matt Wright CFA®

Investment Analyst III
“I want our clients to understand that the long-term process is much more important than short-term outcomes. We can show our clients how to take...

Kay Strand

Financial Services Assistant
“I like seeing clients achieve their goals—whether that be early financial independence or a child graduating from college with little to no debt. We...

Evan Laleman

Financial Services Assistant I
"Working at SWA as an intern allowed me to do something I enjoy--help others reach their financial goals. I am excited to learn more and help as many...

Dayna Geisbauer

Financial Services Assistant
"The focus on client service that the SWA culture embodies is present in each one of our team members. I like to continue to learn and grow and have...

Team

Financial Planning Consultant

“I enjoy developing relationships with families in need of professional help in managing their financial situation. By becoming the financial "quarterback," we are able to coordinate the efforts of many of the professionals our clients need to design and implement the best available solutions to their financial circumstances.”

Career Summary:

  • Bruce founded Summit Wealth Advocates in 2010 
  • Bruce has over 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNERTM Professional.
  • In addition, Bruce holds active CPA and PFS designations from the American Institute of Certified Public Accountants.
  • Bruce graduated Summa Cum Laude and received his Bachelor of Arts degree in Accounting from the University of St. Thomas in 1993.

Association Involvement:

  • Prior Lake Chamber of Commerce
  • Financial Planning Association of Minnesota (FPAMN)
  • American Institute of Certified Public Accountants (AICPA)

Recognition:

  • Five Star Wealth Manager for 2017-2024*

Media Mentions:

  • “Can High Net Worth Clients Still Use Life Insurance as a Tax and Financial Tool?”, Financial Advisor Magazine, November 20, 2018
  • “Tips for Retirement Planning at Any Age,” MNCPA Perspectives, March 21, 2018
  • “Don’t Save For a Life That May Never Arrive,” Financial Advisor IQ, September 29, 2017

Personal:

  • Two grown daughters living in the Twin Cities metro area
  • Bruce and wife Betsy are adjusting to life as empty nesters.
  • Pets – two yellow labs – Dakota and Dawson
  • Hobbies:  Golf, skiing, baseball, football and hockey
  • Personal interests:  Travel, music, collecting baseball cards

 

* This award was issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/14/22 through 10/18/22. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,080 Twin Cities-area wealth managers were considered for the award; 633 (16% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

Financial Planning Consultant

 “With our world and personal lives changing constantly, creating a plan is only the first step to reaching our goals. For that reason, after we create a solid well rounded plan, we work closely and continuously with clients to provide guidance as their lives evolve.”

Career Summary:

  • Becky is responsible for designing and preparing financial plans
  • Becky has over 20 years in experience in the financial services industry.
  • Before joining SWA in 2015, she worked for a prominent regional brokerage firm for several years providing investment research and spent over ten years working for independent comprehensive financial planning firms in the Minneapolis area.
  • Becky is a CERTIFIED FINANCIAL PLANNERTM professional and Enrolled Agent.
  • Additionally, Becky obtained her Bachelors degree in Economics from the University of Minnesota, Twin Cities campus.

Association Involvement:

  • National Association of Tax Professionals (NATP)
  • Financial Planning Association Member
  • Long Lake Chamber of Commerce

Recognition:

  • Five Star Wealth Manager 2019-2024*

Personal Interests

  • Enjoys spending time with her two children
  • Enjoys spending time with friends and extended family
     

* This award was issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/14/22 through 10/18/22. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,080 Twin Cities-area wealth managers were considered for the award; 633 (16% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

Associate Financial Planning Consultant

“I like the day-to-day interaction with clients, discussing their goals, assessing their finances and helping them develop a financial game plan that will help them achieve a fulfilling and financially stable retirement.”

Career Summary:

  • Prior to joining SWA, Anita worked for a Minneapolis based independent advisory firm assisting clients with a variety of wealth management concerns.
  • She has been working in the financial services industry since 1994.
  • Her responsibilities at SWA including servicing her own clients, as well as building new client relationships.
  • Anita enjoys frequent interaction with clients, answering their retirement questions regarding preparing and building their portfolios towards retirement and managing their money once they are in the retirement phase of their life.
  • Anita holds a bachelor’s degree from Metropolitan State University
  • Anita is a CERTIFIED FINANCIAL PLANNERTM professional since 1999

Association Involvement:

  • Member of the Financial Planning Association

Recognition:

  • Five Star Wealth Manager 2015 and 2020-2024*

Personal Interests:

  • Reading, running and spending time with family.

 

* This award was issued on 12/1/22 by Five Star Professional (FSP) for the time period 3/14/22 through 10/18/22. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,080 Twin Cities-area wealth managers were considered for the award; 633 (16% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

Investment Analyst III

“I want our clients to understand that the long-term process is much more important than short-term outcomes. We can show our clients how to take advantage of the things we can actually control and mitigate the risk of those things we can’t.”


Career Summary:

  • Matt's responsibilities include client portfolio analysis and recommendations.
  • He is also in charge of trading and rebalancing of client accounts.
  • Matt has been involved in wealth management since 2004, primarily in roles of investment research and portfolio management. However, he also has experience with financial planning and taxation that are valuable in SWA’s integration of portfolio management into our clients’ overall wealth management program.
  • Along with a Bachelor of Business Administration degree with a major in Finance, he also received minors in Chemistry and Environmental Engineering from the University of Minnesota, Duluth.
  • In 2008, he earned the Chartered Financial Analyst (CFA®) designation.

Personal Interest:

  • Matt and his wife Kelly keep busy with their two young children, who are enrolled in a Spanish immersion program.
Financial Services Assistant

 “I like seeing clients achieve their goals—whether that be early financial independence or a child graduating from college with little to no debt. We help with all stages of life.”

Career Summary:

  • Kay works closely with team members in communications to clients, the website and special projects, as well as the day to day running of the business..
  • Before joining SWA in 2012, Kay worked in the same capacity for a financial advisory firm in Minneapolis for 8 years and for 9 years as an Office Manager/Controller for a construction company prior to that.
  • Kay received a B.S. degree in Interior Design and a B.A. in Journalism from South Dakota State University in Brookings.
     

Association Involvement:

  • Shakopee Volleyball Boosters

Volunteer:

  • Living Hope Lutheran Church committees
  • Shakopee Schools
  • American Red Cross
  • Feed My Starving Children
  • Ruby's Pantry

Personal Interests:

  • She and husband, Todd, have three daughters
  • Enjoys playing and watching volleyball and riding bike, playing pickleball and scrapbooking
  • Loves to travel with her family, especially to Disney World and Europe.
     
Financial Services Assistant I

"Working at SWA as an intern allowed me to do something I enjoy--help others reach their financial goals. I am excited to learn more and help as many clients as I can."

CAREER SUMMARY:

  • Evan services clients by preparing for and sitting in on client meetings, as well as preparing financial plans and tax projections.
  • Prior to joining SWA in June of 2022, he had interned with SWA the previous summer.
  • Evan graduated from St. Thomas University in St. Paul with a degree in Finance.

ASSOCIATION INVOLVEMENT:

  • Evan is a candidate for the Certified Financial PlannerTM certification (or CFP® certification)

PERSONAL INTERESTS:

  • Evan grew up in Savage, MN and graduated from Prior Lake High School and currently lives in Minneapolis.
  • He enjoys movies, hiking, golfing and watching the Vikings disappoint him weekly.
Financial Services Assistant

"The focus on client service that the SWA culture embodies is present in each one of our team members. I like to continue to learn and grow and have an active part in providing the best possible service experience for our clients."

CAREER SUMMARY:

  • She has been employed over 20 years in the field of Wealth Management/Financial Services.
  • Prior to coming to SWA in 2022, Dayna worked in a Client Services role for a wealth management firm in Maple Grove.
  • She attended Century College in White Bear Lake and Kaplan University online earning her Series 65 and Financial Paraplanner Qualified Professional certifications.
  • Her role at SWA has her assisting Becky and Anita--scheduling and attending client meetings and assisting with follow up, paperwork and miscellaneous client-related tasks.

PERSONAL INTERESTS:

  • Originally from Forest Lake, Dayna now lives on a hobby farm in North Branch with her two young sons.
  • She enjoys spending time outdoors--camping, skiing, hiking, horseback riding and swimming and fishing on the St. Croix River.