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Our Team 


Jim Goodland

Jim Goodland, President, CEO

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Jim, president, CEO and founding member of GPS is committed to helping his firm, advisors, and clients grow and achieve their personal, professional, and financial goals. He works diligently to ensure each strategy and solutions are designed to put his clients first, to help improve their financial and personal well-being with results they can truly enjoy.

Jim entered the financial services industry following college. After his first comprehensive financial plan was put into place and enhanced the life and future of a particular client, he dedicated himself to continually improving his knowledge and strategies. Jim stays involved with many financial related organizations to stay up-to-date on current events, the latest financial strategies and technology that he can pass on to his clients and team.

Jim currently holds FINRA Series *6, *7, *31, *63, *65, licenses in addition to life, accident and health insurance licenses.

In his free time, Jim enjoys spending time at the family cabin “Goodland Getaway” with his three children Jonah, Larkin, and Ryker. He enjoys playing sports and works hard to pass on his small town values. Jim is actively involved in his children’s sports activities and his local church.


Kristen M. Mueller, COO

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Kristen is the chief operating officer for GPS. She works diligently to deliver exceptional client care and service and is the key  within the firm.

Kristen has over 15 years of experience in the financial services industry. She provides a modern and creative approach to the firm’s overall value. Her management, industry, and customer service experience enables her to multitask with a precise work ethic allowing her to effectively manage the firm’s daily activities and public reputation. Kristen is a member of the **Financial Planning Association® and holds the FINRA Series *65 license and MN Life, Accident and Health Insurance licenses.

Outside of the office, Kristen enjoys spending time at the cabin, traveling, and boating on the St. Croix River with her Schnauzers, Kirby and Barney. 

Kristen M. Mueller

Caroline Burgmeier

Caroline Burgmeier, Front Office Associate

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Caroline is the front office associate for GPS and is the first point of contact for clients and guests. She handles important tasks such as appointment scheduling and check and paperwork processing in order to maintain the exceptional level of services that our clients have come to expect and deserve.

Caroline was previously employed with the U.S. Postal Service as a mail carrier, the Wayzata School District, and the U.S. Attorney’s office in Minneapolis as a senior legal secretary. She enjoys participating in the Wednesday Night Plymouth BOCCE Ball League with Bob, her husband of 30 years, and spending time at their lake home. She is a member of Toastmasters, enjoys singing in the church choir, and has four grown children.


The GPS team also consists of in-house accountants, business and estate attorneys

Definitions

Series 6: Investment Company Products/Variable Contracts Representative
Series 7: General Securities Representative
Series 31: Futures Managed Funds Representative
Series 63: Uniform Securities Agent
Series 65: Uniform Investment Advisor

**FPA members are encouraged to adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services professionals, students and more; FPA is compensation neutral and represents those from diverse backgrounds and business models. FPA’s unique network of nationwide chapters encourage professional development and networking on a local level.


Spire

GPS has teamed with Spire Investment Partners to provide back office support, compliance oversight, investment strategies, due-diligence and much more.  Spire offers us a team of over 65 professionals dedicated to serving our clients as well as a network of over 50 investment advisors and approximately $2.5 billion under management.  The home office employee to advisor ratio is extremely high for an independent firm allowing us to better serve our clients. 

 Spire Investment Partners is a premier Hybrid Independent Financial advisory firm. We offer Wealth Managers the leading technology and customizable systems they need to provide their clients with world class products, services, and truly unbiased advice.

 We maintain advantageous relationships with multiple major clearing and custody firms. Access to multiple custodians opens our Wealth Managers up to finding the right investment decisions to meet their clients’ goals and financial objectives.

 GPS and Spire Investment Partners offers no proprietary investment products. This means that we carry no conflict of interest when it comes to providing Wealth Managers the investment products they need to focus on their client’s goals.

VOSB

Spire Investment Partners is proud to be a Veteran Owned Small Business

At Spire Investment Partners, we understand the importance of an open relationship between Client and Wealth Manager. We have built our service offering to encourage our wealth managers to find and use the best of financial products that suit their clients.


Caylor, LTD, CPA Firm

Caylor, LTD, CPA Firm

Capabilities:

  • Tax Planning & Preparation
  • Bookkeeping
  • Payroll
  • Owner Compensation Planning
  • Startup & Growth Consultation

...And Our Associates’ Capabilities:

  • Business Planning
  • Quick Books
  • Small Business Law
  • Insurance/Retirement Planning
  • Sales Tax Consulting

Since hanging out our shingle in 1992, the core unit of Sheri and I remains the foundation of our accounting firm. Over the years we have built a strong team around us in most areas related to running a small business. The team has been assembled carefully over the past 6 years or so and consists of small business people like Sheri and I. Together with our teammates, we have become a one stop shop for any need that may arise related to your small business.

We just received the Readers’ Choice award as #1 Accounting Firm, #1 Accountant/CPA, and #1 Tax Preparation in the Wayzata/Long Lake area! Thanks for your continued support!"

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