Private Wealth Advisors
Client Services
Megan Geary
Haley Barrett
Megan Geary
Haley Barrett
Prior to joining The Bahnsen Group, Stoddard was the Director of Planning and co-founder of Story Capital, LLC. Stoddard lends bold ideas and strategies to the team that benefit the firm’s entire client roster — particularly leaders of Fortune 500 and large private companies with equity compensation and complex benefit plans. Stoddard finds great fulfillment in walking alongside his clients, providing them with the tools and information they need to help make educated, meaningful decisions.
Regardless of their season of life, Stoddard’s clients can rest assured that he is fully dedicated to helping them achieve their goals both now and in the future. Stoddard holds a B.S. in Economics and Marketing from Marquette University. He holds the Series 7 and 66 licenses and is a licensed CFP® Professional. He and his wife, Mindy, reside in Corcoran Minnesota and have two children, Josiah and Zara.
Mathew is a Private Wealth Advisor in our Minnesota office. He holds the CERTIFIED FINANCIAL PLANNER® designation and has a significant focus on tax-efficiency in driving the planning process for clients.
Mathew received his Business/Finance degree from the University of South Dakota. His interest in Wealth Management grew from an internship he held in college with RBC Wealth Management where he worked on a portfolio strategies team. Upon graduation, he joined US Bank and has been with TBG since January 2022.
Outside of work Mathew enjoys spending time with his family and has a passion for the outdoors. Born and raised in Minnesota, he embraces the Minnesota lifestyle and particularly loves fishing, golfing, and camping.
Nancy joined TBG as a Private Wealth Advisor in 2026, working in Chicago under our Minnesota office. She has spent 25 years in the business providing comprehensive financial planning and significant client advisory services.
Nancy is a CERTIFIED FINANCIAL PLANNER PRACTIONER® and is also a Certified Kingdom Advisor. She earned her B.A. in Liberal Arts from DePaul University and her M.B.A. from Saint Xavier University.
John joined TBG as a Private Wealth Advisor in 2026, working in Chicago under our Minnesota office. He brings over four decades of experience in serving the advisory needs of corporate executives and high net worth individuals. He operated his own RIA firm for over twenty years after having done stints at several national firms, including Deloitte. His focus is on creating clarity for clients through comprehensive financial planning that properly coordinates tax, estate, and investment needs.
John is a CERTIFIED FINANCIAL PLANNER PRACTITIONER® and holds the Series 65 Investment Adviser Representative License. He is also a Certified Kingdom Advisor® and earned a B.S. in Finance and M.B.A. degrees from Northern Illinois University.
John resides in north suburban Chicago with his wife, Sanghui, and their two daughters, Mia and Ella. He enjoys supporting their musical endeavors as serious cellists and being active in his church.