Get to know my dedicated team

Our team is just like a family. Dedicated to working together to put our client’s needs ahead of our own, while having fun along the way! 

If you need to schedule an appointment or request any other service, please don’t hesitate to reach out. 

Photo of Wealth Management Advisor and CEO Neil A Van Dam

Neil A Van Dam

CLU®, ChFC®, CFP®, RICP®

Wealth Management Advisor and CEO

Neil is a wealth management advisor and CEO of the Van Dam Financial Group. He’s proud to work alongside his knowledgeable and experienced team dedicated to putting their clients, community and each other first.

 

Neil was born in Toronto and spent most of his youth in Park River, MN where he graduated high school. He served in the US Coast Guard for four years and graduated top of his class from MSUM. During his time in the Cost Guard, Neil became fascinated with money and saving, helping his fellow military friends develop strategies for their own retirement and investments. He joined Northwestern Mutual in 2008 and ended his first-year 8th of over 2,400 advisors across the country. Since then, he has continued to serve clients through the many ups and downs of the markets.

 

Neil has three beautiful children Violet, Arthur & Lilly.

Photo of Associate Wealth Management Advisor Matthew M Anderson

Matthew M Anderson

CFP®, CLU®, ChFC®, RICP®

Associate Wealth Management Advisor

Matt is one of our Associate Wealth Management Advisors. He balances his time working as a trusted advisor with clients and training and developing newer advisors as the team continues to grow.

 

He played football for Northern State University and graduated in 2014 with a bachelor’s degree in finance with a major in economics. He started as an intern at Northwestern Mutual in 2013 and became an Advisor in 2014. After working at our Aberdeen office for one year, Matt moved to our Bismarck office. That is where him and his wife Kami started their family. They now have three boys, Graham, Myles and Banks. After five years in Bismarck, they wanted to move closer to home and thought that he could have a greater impact on his clients lives by joining a larger team. 

Photo of Associate Wealth Management Advisor Marshall King

Marshall King

CFP®

Associate Wealth Management Advisor

Marshall is one of our Associate Wealth Management Advisors and works directly with our clients and advisors to update and develop plans.  

 

He grew up in Fergus Falls, MN where he graduated high school in 2018. He attended Concordia College in Moorhead, earning degrees in accounting and finance along with playing football. He started as an intern at Northwestern Mutual in May of 2021 and transitioned to our team after his final season of football. He officially joined our team in January of 2023. In his free time, Marshall enjoys fishing, spending time with his friends, and going home to see family.

Photo of Chief Operations Officer Cassy M Dufty

Cassy M Dufty

Chief Operations Officer

Cassy is our Chief Operations Officer. She oversees the day to day administrative and operational functions of our office.

 

Cassy joined the team in March of 2013 and has been an exceptional member of the Van Dam Financial Group assisting with the overall growth of our business while not losing sight of our coveted culture and community impact. Her positive energy keeps our office fun, and the team engaged. 

 

Cassy grew up in Central MN and moved to the FM area in 2008. Cassy is married to Nick, and they have two children, Kinsley and Gavin. In her free time, you will find her camping with her family, going to the gym or being active with her family.

Photo of Director of Investment Services John P Knoll

John P Knoll

RICP®

Director of Investment Services

John is our Director of Investment Services. John manages the day-to-day operations and paperwork required for our investment accounts and is heavily involved in all investment selection for our clients. 

 

He joined our team in May of 2018 after spending the last 10 years working in the banking and investment industry at another firm.  He is married to his high school sweetheart, Nicole, and have two adorable children, Amelia and Oliver. John is originally from Fargo but spent some time in St Paul before moving back closer to family after the birth of their second child. Those who know John best would describe him as incredibly ethical, charitable and passionate.  

Photo of Client Relations Manager Keryl A Anderson

Keryl A Anderson

Client Relations Manager

Keryl is our Client Relations Manager. She is the first person you will see when you walk in the door and always has a smile on her face!

 

Keryl joined us in May of 2018 and keeps the team organized and on task with her detailed scheduling and meeting preparation. She has the pleasure of speaking with our clients over the phone and brining events and all the fun ‘extras’ to life! She graduated from North Dakota State University with a degree in Business Administration.  Keryl is married to Paul, and they have two grown children, Nick and Abby. In her free time, she enjoys crafting, spending time with her family, kayaking, attending sporting events or tailgating at the NDSU football games.

Photo of Portfolio Manager Zachary T Rohleder

Zachary T Rohleder

QPFC

Portfolio Manager

Zach is our Portfolio Manager and works directly with fund managers and our advisors to identify emerging opportunities and risks in our portfolios.

 

He is a Fargo native and graduated from North Dakota State University, where he earned degrees with honors in Finance and Administration. Additionally, he is currently enrolled at NDSU part-time in pursuit of his MBA. Zach spent several years in the retail banking industry before joining the team in January of 2024. In his free time, Zach enjoys playing basketball, spending time with family and friends.

Photo of Director of Growth Hannah Kogler

Hannah Kogler

Director of Growth

Hannah is our Director of Growth & Integration and works alongside the team to develop strategies and initiatives to function more efficiently. 

 

She grew up in East Grand Forks, MN and earned her Management Communications degree from NDSU. She joined the team in May of 2025 after spending nearly a decade putting her organizational and communication skills to use as a marketer in the finance industry and a fundraiser in the nonprofit sector. In her free time, she enjoys spending time with her husband, Tyler, and their two kids, Harper and Paxton. Hannah enjoys reading, writing articles for Fargo Mom, working out, golfing and spending way too much time shopping. She’ll never turn down a margarita, fried pickles, or a competitive card game with her large extended family.