Sam Ludzack, CFA

Associate Advisor

Years at Punch:

<1

Years in the Industry:

2

Firm Activities:
  • Traveling
  • Fitness
  • Packers Football

Sam joined Punch & Associates in December 2024 as an Associate Advisor. Prior to his current position, he worked as the Director of Investments at a local wealth management firm. As a member of the Wealth Strategies Group, Sam enjoys simplifying complex financial concepts for clients.

Sam is a CFA® charterholder and graduated from the University of Northwestern-St. Paul with a bachelor’s degree in finance and a concentration in wealth management.

Sam grew up in Shakopee, Minnesota, and now lives there with his wife and son. He likes to be active in his free time by lifting weights, going for runs, or an occasional game of pickleball. Sam is an avid Green Bay Packer fan and tries to go to a game every year.

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Maggie Green, JD

Associate Advisor

Years at Punch:

<1

Years in the Industry:

12

Firm Activities:
  • Coaching
  • Tennis
  • Golf
  • Family

Maggie Green joined Punch & Associates in December 2024 as an Associate Advisor. Maggie engages with clients on wealth management topics, drawing on her experience practicing law in the areas of estate planning, trust administration, real estate, corporate entity formation, charitable giving, and tax planning.

Maggie previously owned her own law firm assisting clients with estate planning and probate administration. She was the co-founder of a popular and collaborative legal blog that served as a reference for clients and professionals alike. She graduated from the University of Notre Dame with a B.A. in Theology and earned her J.D. from the University of St. Thomas.

In her free time, Maggie enjoys cheering on her son’s hockey team and coaching her daughters’ soccer and volleyball teams, playing tennis or golf, getting lost in a good book, and spending time outdoors with her family. She lives in Edina with her husband, Ryan, and their four children. When asked to join a game of pickle or paddle ball, she will happily comply, but tennis will always be her first choice.

Teresa Davis

Front Office Coordinator

Years at Punch:

<1

Years of Experience:

20

Personal Interests:
  • Sports
  • Yoga

Teresa Davis joined Punch in 2024 as our front office coordinator. She brings her warmth, enthusiasm, and decades of experience to Punch in an array of client-facing capacities.

After spending several years working as a K-12 teacher in the Cambria, Wisconsin school district, Teresa became an IRS Certified tax preparer and ran a small business. Previously, she was a supervisor at Costco Corporation where she received sales awards in their executive membership department.

A Wisconsin transplant who now resides in Eden Prairie with her two dogs, Teresa is also “Mom” to her daughter, Grace, who is studying medicine. Teresa is a sports lover and a loyal fan of the Green Bay Packers.

Kevin Robertson, CFA

Director of Institutional Relationships

Years at Punch:

<1

Years in the Industry:

17

Personal Interests:
  • Golfing
  • Skiing
  • Yardwork
  • Coaching Youth Sports

As the Director of Institutional Relationships, Kevin is responsible for broadening our presence in the institutional market. He prides himself on taking a collaborative approach with clients, serving as an informational resource on behalf of our investment team. Kevin joined Punch in June 2024, and he brings almost 20 years of investment experience to the firm. He regularly travels throughout the country to ensure our clients always have the communication and resources they need.

Kevin is a CFA® charterholder and graduated from Trinity College with a B.A. in Political Science, where he was a member of their NESCAC championship football team. He lives in Hingham, Massachusetts with his wife, Amanda, and their three young children. In his spare time, Kevin enjoys golfing, skiing, and coaching his kids’ various sports teams.

 

 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Khalil Harris, CFP®, CRPC®

Associate Advisor, Wealth Strategies Group

Years at Punch:

<1

Years in the Industry:

3

Personal Interests:
  • Chicago Bears Fan
  • Working Out

Khalil joined Punch & Associates in March 2024 as an Associate Advisor. Prior to his current position, he honed his skills at two wealth management firms by working closely with clients to understand their goals and presenting solutions to achieve them. As a member of our Wealth Strategies Group, he is excited to assist clients in all aspects of financial planning.

Khalil graduated from Clemson University with a bachelor’s degree in Financial Management and a minor in Accounting. Khalil chose financial planning as an emphasis area during college and gained early exposure to the nuances of financial advising. In the summer of 2022, he passed his Certified Financial PlannerTM exam, and after completing the CFP Board’s professional experience requirement, he became certified in the summer of 2023.

Khalil grew up in Illinois and North Carolina, and now lives in Chanhassen. He enjoys working out early in the morning and rooting for all the Chicago (especially the Bears) and Clemson sports teams in his free time. Khalil is engaged and will be married this summer!

Chris Verbracken

Director of Technology

Years at Punch:

<1

Years of Professional Experience:

12

Personal Interests:
  • Family Time
  • Fantasy Football
  • Playing Board Games
  • Watching the Packers

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.

Todd Spicer, JD, IACCP®, CAMS, CFE

Chief Compliance Officer

Years at Punch:

1

Years in the Industry:

14

Personal Interests:
  • Coaching
  • Family
  • Reading
  • Traveling

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.

Matthew Peterson

Systems Reconciliation Analyst

Years at Punch:

1

Years in Data and Project Management:

1

Personal Interests:
  • Pickleball
  • Soccer
  • Working Out

Matthew joined our team in May 2023 as a Systems Reconciliation Analyst. He diligently monitors our data across several platforms to ensure effective data management and integrity.

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. He is currently taking a Google Data Analytics course. He lives in Spring Lake Park 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.

Cory Kiner, CPA

Senior Advisor & Chief Financial Officer

Years at Punch:

2

Years of Professional Experience:

21

Personal Interests:
  • Tennis
  • Reading
  • Photography
  • Travel

Cory is an expert in taxation with a particular interest in developing multi-year tax strategies for individuals, families, businesses, and trusts. Cory joined the Punch team in November 2022, but is no stranger to the organization having collaborated with Punch and many of its clients for more than 15 years from his prior firm. Recognizing tax is only one component of wealth planning, Cory takes great pride in working with clients and their tax preparers to consider tax frameworks that supplement and elevate clients’ 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.

Carrie Jensen

Executive Assistant to Jessica Johnson

Years at Punch:

2

Years of Professional Experience:

27

Personal Interests:
  • Paddle Boarding
  • Yoga
  • Traveling
  • Family Time

Carrie Jensen joined Punch & Associates in the fall of 2022 as the firm’s Front Office Coordinator. Previously she taught second grade for 20 years and spent the last five years of her career serving as an Administrative Assistant. Carrie is looking forward to supporting the team at Punch & Associates and getting to know our clients.

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. She grew up in Minneapolis and now lives in Minnetonka with her husband and daughter. In her free time Carrie enjoys paddle boarding, yoga, traveling, and spending time together with family and friends.

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