Danielle Fischer

Senior Client Specialist, Wealth Strategies Group

Years at Punch:

13

Years in the Industry:

26

Danielle has a track record of operations experience that includes a variety of roles at Merrill Lynch and several years at Punch, where she puts her positive, can-do attitude to work for clients day after day. She’s a master of follow ups, follow throughs, and finding answers. Her actions speak volumes to clients, who know her to be their go-to advocate when issues arise. She cares deeply about the work she does and how it impacts everyone around her, which is why it’s statistically impossible to find someone who doesn’t like working with Danielle (we dare you to try).

Danielle resides in Zimmerman with her husband Mark and their two children—the loves and lights of her life. She values strong relationships, especially time spent with family, hiking, and activities with her kids. Danielle appreciates nature, a good sense of humor, and brings a positive, balanced perspective to both personal her and professional life.

Ruth Langworthy, JD, CFP®

Advisor, Wealth Strategies Group

Years at Punch:

6

Years in Financial & Estate Planning:

15

Ruth Langworthy joined Punch & Associates in June 2019 as an Advisor. Ruth works with clients in the areas of financial, charitable, and estate planning. Prior to joining Punch, Ruth was an estate planning attorney at a law firm in Chicago. She also assisted donors with complex charitable gifts as part of the planned giving team at Wheaton College.

Ruth is an honors graduate of both Wheaton College, where she double majored in history and philosophy, and the University of Minnesota Law School. A voracious reader, she also enjoys creative endeavors such as knitting and soap making. On the weekends you can find her biking, kayaking, or skiing with her daughter and son.

Miraya Gran

Senior Client Specialist, Wealth Strategies Group

Years at Punch:

8

Years of Professional Experience:

18

“Most trusted advisor” is a moniker that Miraya works hard to help Punch achieve. After more than a decade working at law and tax firms, she developed a deep love for client care and being part of a team that offers a sky-high level of service. Being a Client Specialist at Punch allows her to do just that.

On any given day, you’ll find Miraya opening, closing, and transferring accounts, acting as a liaison between the custodian and the client, and streamlining processes. She has an exceptional ability to build rewarding, long-term relationships with clients and spot their needs from miles away. Her favorite parts of the job are being one of the first calls a client makes in their time of need and working with philanthropic clients who want to wield their financial resources for good.

Miraya is the proud owner of a Political Science degree from the University of Minnesota and an even prouder Golden Gopher, which means she never misses a chance to catch a game at TCF Bank Stadium or The Barn—not surprising for someone with a “work hard, play hard” motto. Speaking of playing hard, she’s a big fan of snowmobiling, boating, golfing, and traveling with her equally fun-loving hubby. If you need a good beach read or book club selection, just ask Miraya. She’s often pages deep into her book du jour and is more than happy to discuss its merits with you at length. That is, unless a client needs her attention. Then you’ll just have to wait.

Andrea Barkley

Director & Senior Client Specialist, Wealth Strategies Group

Years at Punch:

10

Years in the Industry:

30

Firm Activities:
  • Compliance Committee

Andrea joined the Punch Team in March of 2016. She began her career in the financial services industry in 1996 and has truly enjoyed growing and learning within it ever since. Her main responsibilities for Punch & Associates revolve around operations. She receives great satisfaction from getting to know clients while guiding them through transactions. Andrea’s priority is to provide efficient and effective, yet personal, client service because she genuinely values the relationships that she builds in the process.

When she’s not working, she enjoys spending time with her friends and family, working on projects around the house, reading, and playing volleyball. She loves the outdoors and games of all kinds.

Khalil Harris, CFP®

Associate Advisor, Wealth Strategies Group

Years at Punch:

2

Years in the Industry:

6

Firm Activities:
  • Charitable Giving Committee

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 was born in Chicago, Illinois, and grew up in Charlotte, North Carolina. He moved to Minneapolis in 2020 for work and now lives in Chanhassen with his wife and their child. In his free time, he enjoys working out, cheering for Chicago teams (especially the Bears) as well as Clemson athletics, and trying to improve his golf swing.

Heather Rezab

Client Specialist, Wealth Strategies Group

Years at Punch:

<1

Years in the Industry:

13

 

Heather joined Punch in August 2025. She has worked in the business for 13 years. Most recently she worked as a Senior Client Relationship Assistant at a large brokerage firm. She assists in account opening, money movement and general account maintenance. She enjoys connecting directly with clients and learning about their financial needs and goals.

Heather graduated from the University of Minnesota Morris, with degrees in English and Spanish. She currently lives in Champlin with her husband, John and two sons. When she is not at work, she enjoys snuggling with her Sheepadoodle, Bella, and taking her to the dog park, working on embroidery projects, reading, camping, adventuring with her family, and watching all her favorite Minnesota sports teams.

Sam Ludzack, CFA

Associate Advisor

Years at Punch:

1

Years in the Industry:

3

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:

13

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.

Cory Kiner, CPA

Senior Advisor & Chief Financial Officer

Years at Punch:

3

Years of Professional Experience:

22

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:

3

Years of Professional Experience:

28

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

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.

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