Our Team James Kramer III MBA, CEPA®, CFP® | President (320) 253-8256 James Kramer III is President of Kramer Financial and is a registered principal with LPL Financial, a registered Broker/Dealer. James began his career in financial services in 2001. Nine years later, in May... Read more Jodi Kramer Office Manager (320) 253-8256 Jodi Kramer is the Office Manager at Kramer Financial. Jodi enjoys working with clients and has many years of event planning, advertising, sales and marketing experience. Prior to her work at Kramer Financial, Jodi worked as Assistant... Read more Sherry Peterson Administrative Assistant (320) 253-8256 Sherry Peterson joined Kramer Financial as an Administrative Assistant in 2012. Since joining the firm Sherry has enjoyed meeting... Read more Jenny McDermond Administrative Assistant (320) 253-8256 Jenny McDermond joined our team in 2021 as an Administrative Assistant. Jenny works together with Sherry Peterson in overseeing the day to day administrative... Read more Associated Offices Ken Quist, AAMS® Quist Wealth Management 1001 1st Street South, Suite B Willmar, MN 56201 Mark Odendahl Quist Wealth Management 1001 1st Street South, Suite B Willmar, MN 56201 Chance Hooper, CPA, CFP®, PFSsm, AAMS® CDS Financial Services 331 Third Street SW, Suite 3 Willmar, MN 56201 Kari Reuvers, Wealth Management Assistant CDS Financial Services 331 Third Street SW, Suite 3 Willmar, MN 56201 Alec Saunders CDS Financial Services 331 Third Street SW, Suite 3 Willmar, MN 56201 Pat Goltz Goltz Wealth Management 3019 19th Street South St. Cloud, MN 56301 Ken Olson Olson Advisory Group 2351 Connecticut Ave, Ste 140 Sartell, MN 56377Kramer Financial, Quist Wealth Management, Olson Advisory Group, Goltz Wealth Management and LPL Financial are independent entities.