Who We Are
We are a comprehensive wealth management firm based in Minnetonka, Minnesota. As Independent Fiduciaries, we operate in our client’s best interest with the goal of removing any anxiety from their financial lives.
Meet The Team
TAYLOR SUNDEEN CFP®
Wealth Advisor
CORY ZAFKE
Wealth Advisor
ClearPath Wealth Advisors Head of Portfolio Management Peter Van DeZilver
PETER VAN DE ZILVER CFA®
Head of Portfolio Management
Consultant
ClearPath Wealth Advisors Sr. Market Analyst Darren Leavitt
DARREN LEAVITT CFA®
Sr. Market Analyst
Consultant
ClearPath Wealth Advisors Chief Investment Officer David Young
DAVID YOUNG CFA®
Chief Investment Officer
Consultant
ClearPath Wealth Advisors General Counsel Ernest C'DeBaca
ERNEST C’DEBACA JD, LLM, CFP®
General Counsel
Consultant