Our Team of School Management Experts in Minnesota
School Management Services has been helping school districts throughout the state of Minnesota for decades. Since day one, we have differentiated ourselves from the competition by truly getting to know the districts we work for and customizing our services to meet their unique needs. From accounting to business support and everything in between, our team is here to help you succeed.
Learn more about our employees below, and reach out to us should you have any concerns you need addressed.
SMS 401K advisors
Doug Helget, Wealth Management Advisor, CLU, ChFC:
- Personal Financial Planning
- Business Retirement Plans
- Business Succession Planning
Tom Patnode, Wealth Management Advisor:
- Business Retirement Plans
- Business Succession Planning
- Personal and Insurance Planning
Roman Hernandez, Wealth Management Advisor:
- Personal and Insurance Planning
- Business Retirement Plans
Steven Helget, Wealth Management Advisor, CFP, RICP:
- Personal Financial Planning
- Business Retirement Plans
Max Rotchadl, Associate Wealth Management Advisor, RICP:
- Business and Personal Client Service
Emily Whitney, Associate Wealth Management Advisor, CFP:
- Business, 401k and Personal Client Service
Hayden Zeigler, Associate Financial Representative:
- Business and Personal Client Service
Heather Vaughan, Associate Financial Representative:
- Business, 401k and Personal Client Service
Tim Anderson, Associate Financial Representative:
- Insurance and Personal Client Service
