Firm Administration Archives - Private Clients

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 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 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 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 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.

Alicia Tompkins joined Punch & Associates in July 2022 as a Senior Systems Analyst. She brings over a decade of operations and accounting experience in the financial services industry to our team. Alicia ensures our data systems run smoothly and accurately.

Alicia graduated with a B.S. in Business Administration from Metropolitan State University and an A.A.S. in Financial Accounting from Rasmussen College. She lives in Edina with her husband and their two boys. Between kids’ sports and activities, she enjoys flower gardening and spending time outside with the family.

Laura joined Punch & Associates in January 2022 as a Systems Analyst. She brings over seven years of professional experience in data validation, research, and analysis. She will be using her skills to work closely with our Wealth Strategies Group to effectively manage data across several platforms. Laura will maintain client and account information, facilitate internal processes to support the Administrative Group, and monitor 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.

Leah joined Punch & Associates in the fall of 2021 as our first Marketing Coordinator. She has over a decade of marketing, communications, and brand management experience in the financial services industry. She uses her skills to manage our marketing initiatives and events, create client communications, and design newsletters and firm materials.

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 yoga, reading, and sipping a cup of tea or a fine glass of wine.

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 is the firm’s Director of Administration. Julie oversees much of the behind-the-scenes operations at Punch, including human resources and benefits, facilities management, and technology.

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. They love living in the country in the south metro, although their farm life is limited to a large dog and two cats. Julie also loves to cook and bake, read, and travel whenever she can.

Chris Verbracken

Director of Technology

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Todd Spicer, JD, IACCP®, CAMS, CFE

Chief Compliance Officer

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Matthew Peterson

Systems Reconciliation Analyst

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Cory Kiner, CPA

Senior Advisor & Chief Financial Officer

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Carrie Jensen

Front Office Coordinator

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Alicia Tompkins

Senior Systems Analyst

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Laura Hebzynski

Senior Systems Analyst

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Leah Delich

Marketing and Events Manager

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Candice Larson

Senior Executive Assistant

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Julie Boehmke

Director of Administration

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Todd Spicer, JD, IACCP^®, CAMS, CFE