Wealth Strategies Group Archives - Private Clients

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 Planner^TM 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!

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.

Austin joined the Punch & Associates in March 2022. He was previously the Director of Operations for an independent wealth advisory firm where he assisted with trading, financial planning, and wealth and business operations. Additionally, Austin brings trust experience to the Punch team having previously worked at a trust company. He assists with account opening, maintenance, and money movement. Austin likes to see the full picture for a client so he can best understand how to help in any situation.

Austin graduated from the University of Sioux Falls with a double major in Public Accounting and Business Administration. After a couple of years in Sioux Falls, South Dakota, Austin and his wife
made the move to Minnesota and currently reside in Edina with their two young daughters. Outside of the office, Austin likes spending time with his family outdoors, fully enjoying Minnesota summers fishing and boating at the cabin in northern Minnesota. You can also find Austin rooting on the Twins and Vikings throughout the season despite their continual disappointment!

Ryan joined Punch & Associates as an associate advisor in January of 2021. After graduating from the University of Wisconsin-Madison with degrees in Finance and Economics, he worked for three years at local wealth management firm, where he assisted clients in defining and achieving their financial goals.

Ryan obtained his Certified Financial Planner designation in the fall of 2020. As a fan of puzzles, he enjoys seeing all the pieces of a financial plan come together to present the entire picture. Ryan is a member of our wealth strategies group and works with a team of advisors to assist clients in all aspects of managing wealth.

When he is not working on a DIY project around the house, you can find Ryan on the golf course, at the lake, cheering on his favorite Minnesota sports teams, or exploring his newfound enjoyment of the ukulele.

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.

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. In her free time, she enjoys cooking, reading, and playing with her young children.

“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.

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.

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®, CRPC®

Associate Advisor, Wealth Strategies Group

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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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Austin Van Bemmel

Client Specialist, Wealth Strategies Group

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Ryan Punch, CFP®

Associate Advisor, Wealth Strategies Group

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Candice Larson

Senior Executive Assistant

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Ruth Langworthy, JD, CFP®

Advisor, Wealth Strategies Group

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Miraya Gran

Senior Client Specialist, Wealth Strategies Group

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Jessica Johnson, JD

Managing Partner, Wealth Strategies Group

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Andrea Barkley

Director & Senior Client Specialist, Wealth Strategies Group

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