Alicia Tompkins

Senior Performance Analyst

Years at Punch:

3

Years of Professional Experience:

19

Alicia Tompkins joined Punch in July 2022 as a Senior Performance Analyst. She brings over 15 years of financial operations experience to our team. Alicia ensures our composites and procedures are GIPS compliant, works on our annual GIPS verifications, and ensures quarterly strategy performance evaluations and presentations are complete, accurate, and timely. She provides monthly internal reporting, oversees reconciliation, month end close, and oversees all data feeding into strategy performance measurement.

Alicia holds a bachelor’s degree in business administration and management and an associate’s degree in financial accounting. She holds a certificate in CFA Foundations and is a candidate for the CIPM. Alicia balances her professional responsibilities with a strong commitment to family and community. Outside of work, she enjoys supporting her husband and two sons in their academic, athletic, and musical activities. When the weather is nice, she is active outdoors and enjoys golfing, biking, gardening, and summer walks. Winter months are spent indoors playing board games, reading, and listening to records together by the fire.

Leah Delich

Marketing & Events Manager

Years at Punch:

4

Years in the Industry:

13

Leah joined Punch & Associates in the fall of 2021 as our first Marketing Coordinator. She is a results-driven professional with over a decade of experience in marketing, communications, and brand management within the financial services industry. Leah believes success is built on hard work and integrity and brings these values to every aspect of her role. Committed to excellence, she approaches each project with purpose and heart. She leverages her skills to manage marketing initiatives and events, develop client communications, and design newsletters and firm materials that strengthen the firm’s brand and engagement.

Leah graduated with a B.A. in Communications/Public Relations and a minor in Spanish from Northwestern University – St. Paul. In her free time, she enjoys pastimes that encourage balance and reflection. She finds restoration through yoga, inspiration through reading, and simple joy in sipping a cup of tea or savoring a fine glass of wine.

Cory Kiner, CPA

Senior Advisor & Chief Financial Officer

Years at Punch:

3

Years of Professional Experience:

22

Firm Activities:
  • Operating Committee
  • Charitable Committee
  • Compensation Committee

Cory is an expert in taxation with a particular interest in developing multi-year tax planning strategies for individuals, families, businesses, and trusts. Having joined the Punch team in November 2022, Cory has collaborated with Punch and many of its clients for more than 15 years from his prior CPA firm. Recognizing that tax is only one component of wealth planning, Cory takes great pride in knowing his clients and working with them to create tax plans that enhance their overall financial and family goals.

Born and raised in Sioux Falls, South Dakota, Cory earned BA degrees in Government/International Affairs and Spanish from Augustana College. He also holds an MBA from the University of St. Thomas in St. Paul, Minnesota. Cory passed the CPA exam in May 2003 as a candidate of high distinction. Prior to joining Punch, Cory was a partner at a Minneapolis CPA firm specializing in tax planning and preparation for high-net-worth individuals, businesses, and trusts.

Cory and his family reside in Bloomington, Minnesota. In his free time, he enjoys tennis, reading, photography, and traveling to discover new places.

Matthew Peterson

SalesForce & Client Experience Analyst

Years at Punch:

2

Years in Data and Project Management:

2

 

Matthew joined our team in May 2023 as a Systems Reconciliation Analyst. In this role, he diligently monitored our data across several platforms to ensure effective data management and integrity. In 2025, he transitioned to a new role as a SalesForce and Client Experience Analyst. He now oversees our SalesForce and Black Diamond platforms and focuses on streamlining processes, enhancing data accuracy, and driving performance improvements.

Prior to starting at Punch, Matthew worked for a local golf company in sales and support, and he also worked as an assistant golf professional. He graduated from Minnesota State University, Mankato with a B.S. in Finance.

Matthew is currently working on a SalesForce Admin Certificate and loves living an active and healthy lifestyle. He frequents the gym and plays soccer multiple times a week. If you can’t find him at the gym or soccer field, chances are he is playing pickleball or golf.

Todd Spicer, JD, IACCP®, CAMS, CFE

Chief Compliance Officer

Years at Punch:

2

Years in the Industry:

15

Firm Activities:
  • Compliance Committee
  • Operating Committee

Todd joined the Punch team in June 2023 after several years serving as the Chief Compliance Officer for other large local firms. Todd has an extensive legal and regulatory compliance background in the financial services industry. He is a skilled compliance professional with a focus on developing, implementing, and maintaining robust compliance programs. Above all, Todd enjoys collaboratively working with his colleagues to ensure processes and procedures are pragmatic and effectively implemented.

Todd received his BS in Business Management and Administration and a minor in Economics from Bradley University and his JD from Hamline University School of Law. Todd maintains several compliance certifications, including the Investment Adviser Certified Compliance Professional designation, the Certified Anti-Money Laundering Specialist designation, and the Certified Fraud Examiner designation. Todd is an avid sports fan, and when not cheering on his local professional teams, he can likely be found on a field in Mendota Heights coaching or cheering on his four children with his wife or playing at home with his two dogs and two cats.

Chris Verbracken

Director of Technology 

Years at Punch:

2

Years in the Industry:

14

Chris Verbracken joins our team as Director of Technology. Chris has spent the last decade helping customers transform their business processes through the use of technology. Over the years, Chris has led dozens of successful implementations with customers big and small, and he holds over 20 professional certifications. He looks forward to leveraging his experience to help take the firm to the next level in our use of technology, with the aim of improving both employee and client experiences. Chris will also serve as the firm’s Chief Information Security Officer (CISO), ensuring our systems and data are secure. He will also work with our Chief Compliance Officer to ensure we are compliant with accountabilities set forth by the Securities and Exchange Commission.

Chris has a B.A. and M.A. in Theological Studies. He resides in Ramsey with his wife and three daughters, and in his free time he enjoys watching football (Go Packers!) and playing board games.

Carrie Jensen

Executive Assistant to Jessica Johnson

Years at Punch:

3

Years of Professional Experience:

28

 

Carrie Jensen joined Punch & Associates in the fall of 2022. Prior to joining Punch, she enjoyed a 25-year career at Breck school, where she served as a second-grade teacher for 20 years and an administrative assistant for her final five years. Carrie has been enjoying learning about the world of investing and finance since joining the team at Punch.

Carrie graduated with a Bachelor of Applied Science from the University of Minnesota – Duluth, majoring in Elementary Education and minoring in Psychology. Later she earned her Master of Arts in Education from Saint Mary’s University.

Carrie grew up in Minneapolis and now lives in Minnetonka with her husband and daughter. In her free time Carrie enjoys paddle boarding, biking, traveling, and spending time together with family, friends, and her beloved kittens. She has returned to the classroom recently, as a student, to learn more about her passion for the study and teaching of yoga.

Laura Hebzynski

Senior Data Analyst

Years at Punch:

4

Years in Data and Project Management:

11

Laura joined Punch & Associates in January 2022 as a Systems Analyst. She brings over a decade of professional experience in data validation, research, and analysis. She uses her skills to work closely with our Wealth Strategies Group to effectively manage data across several platforms. Laura maintains client and account information, facilitates internal processes to support the Administrative Group, and monitors reconciliation status for all accounts.

Laura graduated with a B.A. in Applied Mathematics from the University of St. Thomas in St. Paul. In her free time, she enjoys biking, swimming, and coaching.

Candice Larson

Senior Executive Assistant to the CEO

Years at Punch:

5

Years in Administration:

24

Candice Larson joins Punch & Associates with over twenty years of administrative experience. She spent seven years within UnitedHealth Group in administrative supervisory roles and as a project manager to the head of marketing at OptumHealth. She then served as the executive assistant to the Chairman & CEO of The Valspar Corporation. Before joining Punch, Candice started Mighty Girl Friday, a virtual executive assistant services LLC.

Candice attended California State Northridge and the University of Arizona where she studied archaeology and design.

Candice loves international travel and has seen much of the globe. She is a voracious reader and enjoys word games, mountain biking, gardening, yoga, music and is passionate about animals. She recently served on the board of directors for Minneapolis Animal Care and Control. Candice lives in Waconia with her husband, Steve and her rescue dog, Starla.

Julie Boehmke

Director of Administration

Years at Punch:

6

Years in Administration:

23

Firm Activities:
  • Compensation Committee
  • Operating Committee

Julie Boehmke is the firm’s Managing Director of Human Resources. Julie oversees much of the behind-the-scenes operations at Punch, particularly the firm’s human resources, benefits, and recruiting needs.

Julie joins us after many years in firm administration at several local law firms. She has lots of experience wearing multiple hats and prides herself on adapting to any firm need. Julie strives to bring a can-do attitude to her daily work and strongly believes the first step to solving any problem is to meet it with a smile.

At home, Julie enjoys spending time with her husband, Brian, and their two daughters. Julie also loves to read and travel whenever she can.

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