Chris Stewart came to his career as a wealth planner through his natural talent for analysis and a touch of serendipity. Over 25 years ago, he stopped in to chat with his family wealth advisor and walked out with a job! Chris spent those first few years in the financial industry honing his craft and learning the business in investment advisory. Shortly afterward, he met Tim Baltzer, Partner, and the two set out to combine their passions and skill sets in co-founding what is now known as Monarch Wealth Advisors.

Truly a numbers guy, Chris has spent countless hours intensely studying the market in order to best serve clients. In more recent years, he’s focused on creating and managing customized solutions that grow capital while managing the risk of losing it. Using his expertise and analytical perspective, he’s developed disciplined processes that aim to help keep clients prospering and their wealth preserved, even during difficult financial times.

When working with clients, Chris consistently strives to exceed expectations — he seeks to be approachable and responsive. As a result, he has developed close relationships with many; some of them he even considers close family friends. Driven by a passion for teamwork and an affinity for data, Chris works earnestly to create meaningful solutions that prosper clients and their families for years to come.

When not at the office, you might find Chris taking in the nature Minnesota has to offer while listening to some good tunes!

Ryan loves being the go-to guy when a difficult financial decision arises. He’s always had a knack for numbers. As a teen, he couldn’t wait to flip to the stocks page of the morning paper and decide where he’d invest his imaginary money each day.

Now, having been in the financial industry for nearly 20 years, Ryan serves as Monarch’s Managing Partner, leading the office’s day-to-day operations. In addition, he leads our research efforts and trading activities. He enjoys working with clients and supporting them through life’s changes.

Ryan has earned the CERTIFIED FINANCIAL PLANNER® certification, recognizing a standard of excellence in the financial profession. He strives to demonstrate an exceptional mastery of investment risk in portfolio management. He also maintains a Chartered Market Technician designation, considered the global standard in technical analysis. Ryan is literally a certified numbers guy!

Ryan and his wife live in Minnetrista with their two children. Outside the office, you can find him enjoying the outdoors with his family.

Josh Baltzer is a second-generation investment planner whose naturally
enterprising personality and approachable demeanor make him a strong asset to
the Monarch team.

As a partner with the practice, Josh curates customized solutions for a diverse book
of clients relative to their life stages and financial journeys. He works diligently to
establish structured investment planning strategies, relaying them to clients with
clarity and confidence in the Monarch process.
In order to continue best serving clients, Josh became a CERTIFIED FINANCIAL
PLANNER® professional. This certifies his advanced knowledge of the investment
planning process, including retirement planning, tax-efficient strategies, insurance,
and estate investment planning. In the office, he acts as a go-to resource for
401ks, solo 401ks, and other qualified retirement plans. He also has received his
Certified Exit Planning Advisor (CEPA) designation to help business owners
maximize the value of their business, and improve transition outcomes when that
time comes.

Josh plays an integral part in Monarch’s business planning and operational
management, working behind the scenes while also meeting with clients.

Josh and his wife live in Medina with their three children and two dogs. He enjoys
spending his time outside the office exploring new places, golfing, fishing, mountain
biking, snowboarding, and more. He shares his love for the outdoors in his
volunteer work with the Courage Kenny Rehabilitation Institute. On summertime
weekends, you’re likely to find him on Gull Lake with his friends, family, and canine
companions.

Having a career in the financial industry has always been a goal for, Kendra. Over the past few years, she has designated her focus on growing her knowledge to lead her in her position today. The fire to be a part of this industry was ignited after a class she took in early years of college. Especially when she realized that her passion of helping others achieve their goals would be fulfilled.

She is one of our primary contacts you will reach at our office. Kendra strives on providing clients exceptional service that they can trust their requests will be completed with care. She is always open to go above and beyond to be sure that our client’s interest is a priority. To continue her growth of knowledge and expertise, she has an avid goal of becoming licensed as a Registered Securities Representative.

Kendra’s day to day responsibilities include client onboarding, guiding clients through qualified plan rollovers, account transfers, assisting the advisors with meetings preparation, and servicing any unique situation our clients may come across. Working with our clients is one of the most rewarding aspects of her position. She emphasizes that she feels very fortunate to work with a team that truly loves what they do.

Kendra and her husband, Jake, enjoy going to the lake, walking their two dogs (black lab & miniature dachshund), dining at new restaurants and playing pickleball with friends. In any down time, she will always be reading a novel.

Anna joined our team with experience across various industries. She is passionate about learning and growing in the financial industry to be well-equipped to help clients and support the Monarch team. She values building trustworthy relationships with our clients and providing exceptional service tailored to each client’s unique needs.

Her main objective is to support our advisors by coordinating meetings, preparing documents, and anticipating their needs to enable them to focus on delivering the very best results for our clients.

Anna is a mom to two sons and a daughter. In her spare time, she enjoys concerts, spending time outdoors, and experiencing new things.