Meet our Wealth Advisors

John T. Anderson

With more than 20 years of financial services experience, John began his career at Lehman Brothers. He focuses on and enjoys getting to know each of his clients individually to understand what they want to accomplish. John believes a cornerstone of financial planning is recognizing that everyone’s economic and life situation is unique. This lets him customize a plan that helps his clients reach their goals – one that seeks to maximize returns while minimizing risk. Then, he continues to monitor each of his clients’ plans to ensure they’re on track, making adjustments and recommendations whenever necessary based on their current needs and market conditions.

John is an avid follower of the investment markets and the economy, which helps him better navigate the options available to his clients.

John has a bachelor’s degree in economics from the University of Wisconsin-Madison, and holds insurance licenses in life, health, and long-term care. He also holds FINRA Series 6, 7, and 63 registrations with LPL Financial, and the Series 66 with LPL Financial and BCU Wealth Advisors.

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Bryan P. Farrissey, CFP®

Whether he’s helping clients accumulate wealth, striving to ensure a lasting income stream in retirement, or leaving a lasting legacy for future generations, Bryan is here to understand your needs and goals.

His 20+ years of experience as a financial professional is bolstered by an additional 15 years of business and consulting experience working with Fortune 500 companies, which gives him a well-rounded view of both personal and commercial finance.

Bryan has a bachelor's degree in management technology from Purdue University and an MBA from University of South Carolina. He holds licenses in life, health, and long-term care insurance. He holds FINRA Series 7 and 63 registrations with LPL Financial, and the Series 66 with LPL Financial and BCU Wealth Advisors.

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Kristi Mertens, CFP®

As a CERTIFIED FINANCIAL PLANNER™ professional, Kristi focuses on helping clients achieve their goals through individualized advice. Her process emphasizes empowering and educating every client so they can make more informed decisions. Those decisions are based on personalized and comprehensive financial plans, designed specifically to meet each client's objective, whether it's planning for retirement, assisting with estate strategies, funding for college or anything in between. Kristi believes success only occurs through candid and transparent partnerships with each client, and strives to deliver on that every day.

Giving back is very important to Kristi. She’s received the Honorary Commodore Award from the Aquatennial Ambassador Organization for community involvement and volunteerism. As a member to the Advisory Board of Camp Kesem for the Hamline University Chapter in Saint Paul, she plays a key role in supporting Camp Kesem across the country by inspiring and empowering passionate college student volunteers to make a difference.

Kristi holds life, health, and accident insurance licenses. She is FINRA Series 7 & 63 licensed with LPL Financial and has a Bachelor's degree in Business Administration from North Dakota State University.

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Ted Watson, CFP®

Prior to BCU, Ted spent 22 years at GE and Genworth Financial. Ted joined the General Electric Company immediately after earning a BS in Finance at Penn State University. He is an honors graduate of GE’s prestigious Financial Management Program and was one of the companies first certified Six Sigma Black Belts, a high designation in the Quality discipline.

Ted held various sales, marketing and corporate roles including Business Development for distribution in South America, Global Account Manager for GE’s relationship with Motorola and Strategic Account Manager responsible for Genworth’s corporate relationships with Bank of America, Merrill Lynch, UBS, Edward Jones, LPL and Morgan Stanley. Ted is an investment adviser representative of BCU Wealth Advisors, and is not affiliated with LPL Financial.

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Jon Wylie, CFP®, CLTC®

Jon’s broad experience in retirement planning, investment management, tax planning, estate planning, and insurance enable him to help his clients pursue their financial goals. Jon values educating and empowering his clients to make informed decisions. He manages investments in over 20 states and often leverages video conferencing and electronic documents to make the client experience as seamless as possible.

Jon is a CERTIFIED FINANCIAL PLANNER™ Professional, holds his Certification in Long-Term Care (CLTC) designation, and is an active member of the Financial Planning Association (FPA). Jon is also FINRA Series 7 through LPL Financial, and the Series 66 through LPL Financial and BCU Wealth Advisors, and maintains his state insurance licenses. He graduated from the University of Wisconsin Oshkosh with a bachelor’s degree in finance.

As a husband and father, Jon spends much of his free time with his family. Jon also enjoys biking, traveling, and volunteering with Habitat for Humanity.

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