Black and white profit photo of Steve Fish-Kelstein.

Steve Fishkelstein

Home » About Us » Your Team » STEVE-FISH-KELSTEIN "CHIEF FISH OFFICER"STEVE FISH-KELSTEIN, CFOPROFESSIONAL As Chief Fish Officer, Steve Fish-kelstein is involved in all areas of the business in a strictly oversight role. It’s a role he does not take lying down. Steve is constantly in the office. Late nights, weekends, holidays — you name… Read More
Black and white portrait photo of Tony Woodley.

Tony Woodley, CPA,
Registered Client Support Specialist

Home » About Us » Your Team » TONY WOODLEY CLIENT SUPPORT SPECIALIST, CERTIFIED PUBLIC ACCOUNTANTTONY WOODLEY Email: tony@sterlingretirement.com Phone: 763.762.3403   PROFESSIONAL Preparation is key to establishing  a successful client-advisor relationship. Tony helps Sterling Retirement Resources maintain their reputation; always in the trenches, ensuring all documents are ready before each client meeting. You may… Read More
Black and white portrait photo of Ali Schultz.

Ali Schultz,
Client Relationship Manager

Home » About Us » Your Team » ALI SCHULTZ CLIENT RELATIONSHIP MANAGERALI SCHULTZ Email: ali@sterlingretirement.com Phone: 763.762.3402     PROFESSIONAL There is a lot that goes on behind the scenes to make sure your accounts are up and running, and Ali plays a major part in that role. As a vital part of the… Read More
Black and white portrait photo of Cameron Scheuermann.

Cameran Scheuermann,
Client Experience Coordinator

Home » About Us » Your Team » CAMERAN SCHEUERMANN CLIENT EXPERIENCE COORDINATORCAMERAN SCHEUERMANN Email: cameran@sterlingretirement.com Phone: 763.762.3411       PROFESSIONAL When a client comes into the office to meet with their financial advisor, Cameran is often the first person they see. Whether you are a new client of Sterling, or have been meeting… Read More
Black and white portrait photo of Megan Gehrman.

Megan Gehrman, CFP®,
Financial Advisor

Home » About Us » Your Team » MEGAN GEHRMAN PRESIDENT, CERTIFIED FINANCIAL PLANNER™MEGAN GEHRMAN Email: meg@sterlingretirement.com Phone: 763.762.3405 DOWNLOAD VCARD PROFESSIONAL When you face a life transition, you want someone who is there to listen to your concerns and respond with knowledge and care. That’s Megan Gehrman. As a Certified Financial Planner™ (CFP®), Megan… Read More
Black and white portrait photo of Davis Breen.

Davis Breen, CFP®, Financial Planning Administrative Assistant

Home » About Us » Your Team » DAVIS BREEN CFP®, FINANCIAL PLANNING ADMINISTRATIVE ASSISTANTDAVIS BREEN Email: davis@sterlingretirement.com Phone: 763.762.3407       PROFESSIONAL As the Registered Client Support Strategist, Davis serves many roles in the office,  including: brainstorming and executing on planning strategies;  liaising between clients, advisors, and our processing department; as well as… Read More
Black and white portrait photo of Luke Strom.

Luke Strom, CFP®,
Financial Advisor

Home » About Us » Your Team » LUKE STROM CERTIFIED FINANCIAL PLANNER™LUKE STROM Email: luke@sterlingretirement.com Phone: 763.762.3404 DOWNLOAD VCARD PROFESSIONAL Instead of pursuing law school after completing a political science undergraduate degree in 2011, Luke Strom took a job in the insurance industry. He became fascinated by all the methods to help clients plan… Read More

Sterling Retirement Resources, Inc.
120 Broadway Ave S, Suite 200
Wayzata, MN 55391
Main: 763.762.3400  
Fax: 763.762.3409

Steven Finkelstein, Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every advisor listed.

For additional information please contact the advisor(s) listed on the site. Visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

Davis Breen & Tony Woodley are Registered Representatives with Cetera Advisor Networks LLC.

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