The Hutson Norman Munger Wealth Management Group is comprised of Katherine Norman, Donald Hutson and Michael Munger. Katie is a CERTIFIED FINANACIAL PLANNER™, CFP® professional and her and Don are 35-year veterans of the financial services industry. Mike is a former CPA from a Big 4 Firm here in Minneapolis. Together, they have spent their entire careers working directly with wonderful families across the country. Their mission is to help clients feel comfort in their financial strategy and turn financial, philanthropic and legacy goals into reality. They focus on long-term planning for their clients and know a good financial strategy can last generations. WHAT DO WE BELIEVE? • Our Clients deserve a deep understanding of their goals, high contact frequency, fast turnarounds and friendly service. • Our Clients appreciate a disciplined investment process. • Serving a defined number of clients allows us to go deeper, analytically and personally. WHAT MAKES OUR WORK SUCCESSFUL? • Being meticulous about managing risk. • Understanding and creating a strategy around all aspects of clients' financial goals and working with their trusted CPAs and attorneys. • Proficiency in financial strategy and portfolio formulation, stock option planning, concentrated stock positions, retirement and estate planning strategies, and insurance analysis. • Teaming with the talented Tracy Manson, a Registered Senior Wealth Management Client Associate with 30 years of experience in the industry.*Mike does not provide tax advice in his current role with Merrill.