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.

Maddie Klingberg

Administrative Assistant, Wealth Strategies Group

Years at Punch:

<1

Years in the Industry:

16

Maddie Klingberg brings more than 15 years of administrative expertise to Punch & Associates. She spent 12 years working closely with a Minnesota family whose company developed and supported the software that largely shaped the market for, and set the standard for, fire and EMS incident data collection. Maddie began her tenure as Executive Assistant to the leadership team, where she provided high-level strategic and operational support. She later transitioned into the role of Office Manager for the family office, overseeing day-to-day operations and ensuring seamless organizational efficiency.

With a lifelong passion for gymnastics and an active lifestyle, Maddie initially pursued studies in exercise and sports science before discovering her true calling as an executive administrative partner—supporting leadership behind the scenes through exceptional organization, strategic collaboration, and dedication. She takes pride in creating structure, streamlining processes, and enabling teams to focus on their highest priorities.

Family is at the center of Maddie’s life. She enjoys spending time at their cabin in northern Minnesota, fishing, cheering on her daughters in hockey and gymnastics, and making memories together. Maddie resides in Lakeville with her husband, their two daughters, and their dog, Riggs.

Leah Delich

Marketing and 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 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.

Carri Hochstetler

Reconciliation Specialist

Years at Punch:

<1

Years of Professional Experience:

22

 

Carri joined Punch & Associates in August 2025 as a Reconciliation Specialist. Carri brings a decade of reconciliation experience to our team to monitor our data across several platforms to ensure effective data management and integrity.

She has a Business Administration degree, graduating Magna Cum Laude. In her free time, she enjoys going on cruises, riding motorcycles, spending time with her family, and playing with her pugs.

Chris Verbracken

Director of Technology

Years at Punch:

2

Years of Professional Experience:

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.

Todd Spicer, JD, IACCP®, CAMS, CFE

Chief Compliance Officer

Years at Punch:

2

Years in the Industry:

15

 

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

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.

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 has 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.

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