Candice Larson joined 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 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.
Jessica is involved in all aspects of our clients’ wealth planning. She brings a unique perspective to family conversations, having practiced trust, estate, and charitable planning law at a large local law firm for nearly a decade. Jessica is an advisor skilled in both family financial education and navigating complex planning opportunities. Above all, Jessica enjoys helping clients identify goals and feel organized and confident about their plan.
Jessica received both her BA in Economics and JD from the University of Minnesota with honors. She has been a frequent speaker at educational events for financial advisors, attorneys, and accountants. Jessica also served as an attorney advisor for the United States Tax Court. In her role at the court, she researched complex tax matters and wrote judicial opinions for estate, partnership, corporate, and individual tax cases. Prior to law school, Jessica began her career with a wealth management group.
Jessica grew up in Iowa and Wisconsin, and she now lives in Minneapolis with her husband and two children. She enjoys photography, foosball, and biking outdoors.
Paul has been investing in and working for public companies for over 15 years. Prior to joining Punch & Associates, Paul worked as a research analyst with another buy-side investment firm in town. He also experienced first-hand the trials and tribulations inherent with small-cap companies while working in corporate development and strategy for a publicly traded renewable fuels and chemicals company.
Paul graduated from Creighton University with a BSBA in Finance and Accounting and is a CFA® charterholder. Paul lives in Mendota Heights with his wife, Jenna, and their three young children. He enjoys reading, skiing, and anything that gets him outdoors.
The stock market called to Bob at a very young age, which is probably why he hightailed it to an internship at Punch during his collegiate years at the University of St. Thomas, where Bob graduated with a BA in Financial Management. There was something about the breakneck pace of trading and steep learning curve of investing that drew him in and never let go.
Now a full-time head trader, Bob spends the majority of his time monitoring the market and putting cash to work for clients. While many of his professional peers get caught up in the chaos of the trading environment, Bob opts for a cool, calm, and collected approach so he can exert his energies on the small details that can make or break a trade. As a result, clients put their cash in his capable hands with trust and assurance.
During the summer months, Bob spends the majority of his free time on Lake Minnetonka. He enjoys doing any outdoor sport that involves a board and tinkering with cars and motors when he’s not on the water.
As Chief Executive Officer, Andy provides vision and direction for Punch & Associates. He leads the firm’s culture, motivating the quality and character of the team and inspiring a relentless dedication to Punch’s clients. Andy remains closely involved in all aspects of advisory services at the firm while giving colleagues clarity and helping them focus within their strengths. Andy is passionate about alignment and an organizational design that enables clients and colleagues to achieve a vision that is beyond themselves.
Andy has been a managing partner of the firm since its founding in 2002, leading Punch to become a highly unique and differentiated advisory and asset management firm. Never content with the status quo, Andy insists on defining and delivering purposeful results, inspiring others with a rare combination of humility and humor.
Prior to Punch’s inception, Andy was an advisor with a major investment firm. He earned his BBA degree in Finance, Investments, and Banking from the University of Wisconsin–Madison. Andy purchased his childhood home to build a life in the Edina community with his wife, Jennifer, and their four children.
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