Thomas J. Patnode

Wealth Management Advisor

Our Team

Team photo

Our team of hard working and loyal individuals believe that listening to our clients builds strong relationships. We help our clients establish goals to design and execute their financial decisions, providing them with a sense of financial peace.


 
Thomas J. Patnode

Thomas J. Patnode

Wealth Management Advisor
Office 651-905-6461

Tom has more than 25 years of experience as a Wealth Management Advisor and has been with Northwestern Mutual, Twin Cities for nearly 20 years. Tom is a founding partner of Intersect Financial and the lead advisor for their team’s 401(k) clients. A graduate of the University of St. Thomas, Tom also played Division III men’s hockey for the Tommies. Tom is a member of both the Capital Club of Minnesota and the National Association of Plan Advisors (NAPA). He holds his Series 7, Series 63, Series 65, Life, Accident, Long Term Care and Annuity licenses.

Along with developing financial strategies for families and individuals, Tom spends much of his time with business owners specializing in comprehensive business planning.  Known for his diligence and creative ideas, Tom’s expertise with business transitions and leveraging qualified retirement plans is unique. Tom and his team design 401(k) plans for organizations with a focus on effectively recruiting and retaining talent for their workforce.

As an accomplished Wealth Management Advisor, Tom is committed and grateful for the opportunity to serve and guide his clients to establish financial security today and in the future.

 
Emily M. Whitney

Emily M. Whitney

Associate Wealth Management Advisor
Office 651-927-2031

Emily is a 2018 graduate of Gustavus Adolphus College where she earned her Bachelor’s degree in Statistics with a focus on Business Management and Spanish. She also competed on the Gustie’s NCAA Division III women’s gymnastics team at Gustavus.  Emily came to Northwestern Mutual in 2018 and joined the Intersect Financial team in 2021. She is a CERTIFIED FINANCIAL PLANNER™ professional and her industry designations include FINRA SIE, Series 7 and Series 63. In addition, Emily holds her Life, Accident, Long Term Care and Annuity licenses. Emily specializes in PX Planning and is well-versed in building financial plans for clients. She services our 401(k) Plans, both at the plan sponsor and participant levels. Emily administers advisory and brokerage trading and oversees internal investment operations. In addition, Emily executes both annuity and investment onboarding and client service.

Emily services our clients by:

  • Providing a consistent client onboarding experience, from gathering our client’s information to funding their accounts and implementing our recommendations

  • Maintaining client relationships through ongoing service, support, and education

  • Advocating for 401(k) plan sponsors and participants by understanding their needs and organizing action items to achieve their goals

  • Encouraging clients to utilize our resources to work together to deliver a comprehensive financial experience/plan

In her free time, Emily enjoys reading, attending local sporting events and cooking.  She and her husband, Stu, reside in Minneapolis where they take full advantage of the lakes and dog parks with their rescue dog, Honey. An accomplished runner, Emily has completed two marathons and six half marathons – all in the state of Minnesota. 

 
Timothy J. Anderson

Timothy J. Anderson

Associate Financial Representative
Office 651-905-6414

Tim is a 2012 graduate of St. Thomas Academy and a 2016 graduate of Gustavus Adolphus College where he completed his Bachelor of Arts degree in Business Management. While at Gustavus, Tim was a member of the Gustie’s NCAA Division III men’s swim team. Tim has secured his Life, Accident, Health, and Annuity licenses and specializes in insurance and investment service for Intersect Financial. He manages all aspects of our client’s insurance needs, including all onboarding, quotes and client service. Tim has established himself as an insurance professional and has built strong relationships with our clients. Tim has a knack for technology and has quickly become our team leader in this area.

Tim assists our clients with the following:

  • Serves as a point of contact for all new and existing clients

  • Facilitates the client onboarding processes

  • Answers questions related to servicing insurance policies, annuities, and billing accounts

  • Assists clients with their Northwestern Mutual website registration and login, navigation within the system, and the electronic paperless delivery option

Tim lives in St. Louis Park with his fiancée, Tana and their two cats, Gouda and Kit. They are in the process of planning their wedding this fall in Montana - one of their favorite travel destinations. In addition to being an avid Minnesota Timberwolves fan, Tim enjoys winter skiing and biking around the numerous Minneapolis/St. Paul lakes and parks.

 
Heather J. Vaughan

Heather J. Vaughan, MBA

Associate Financial Representative
Office 651-905-6477

Heather came to Northwestern Mutual in 2014 after nearly 30 years of experience in banking and marketing. She completed both her Bachelor of Arts degree in Business and her MBA (Master of Business Administration) degree at the University of Minnesota, Twin Cities.  She brings extensive experience in strategic marketing planning, program management, relationship building and consulting to our team.  Heather holds her Series 6, Series 63 and her Life, Long Term Care, and Annuity licenses. Her high-energy, along with her versatility, creative thinking and leadership skills have made her a long-standing and essential senior member of our team.  At Intersect Financial, Heather manages all aspects of our client 401(k) plans.  She specializes in our new client 401(k) plan design, installation and implementation.

Heather provides exceptional service to our clients in the following ways:

  • Partners with business owners to design the optimal 401(k) plan

  • Focuses on details to ensure a smooth installation process of all 401(k) plans

  • Collaborates with business owners and employees to enroll in the 401(k) plan

  • Monitors 401(k) plans to ensure each plan is implemented in accordance with the design and timeline

Heather and her husband Barry have been Inver Grove Heights residents for more than 33 years, but they can often be found enjoying all four seasons at their cabin in Detroit Lakes, MN.  They have two adult children, who are both currently working in the medical field.  Heather enjoys reading and spending time with family. Heather and Barry have been on many amazing travel adventures, most notably to China, Egypt and Ireland.  Heather has been active in her community and has served as Confirmation leader at her church and has held multiple board positions within her children’s athletic booster clubs.  She has also played an integral role as Secretary for the Board of Directors with the non-profit, United Heroes League for the past 2 years.

 
Jonah R. Milbrandt

Jonah R. Milbrandt

Associate Financial Representative
Mobile 651-728-0268

Jonah graduated from Upper Iowa University in 2021, with a degree in finance. As a student-athlete, he pitched for the Peacocks NCAA Division II baseball team for three seasons. Jonah has been working in the financial services industry for almost a year and has his Series 7 and Series 63 licenses. Jonah is the newest member of our team and serves as an Associate Wealth Management Advisor for Intersect Financial. He is focused on the set up and management of client 401(k) retirement plans.

Specifically, Jonah assists our clients by:

  • Advising of asset allocation and rebalancing of 401(k) plans

  • Assisting with onboarding process of 401(k) plans

  • Providing clients with answers to any 401(k) questions

Jonah enjoys the Minnesota summers at his family cabin in Northwestern Minnesota. He is also an avid golfer.

 
Amy Woog Patnode

Amy Woog Patnode

Director of Marketing and Communications
Office 651-456-9446

Amy Woog Patnode comes to Northwestern Mutual’s Intersect Financial team with a plethora of experience in marketing and specifically in sports marketing. Amy is a 1991 graduate of Gustavus Adolphus College. As a Marketing and Promotions Assistant with the University of Minnesota Intercollegiate Athletic Department, Amy had a hand in event planning, promotions, marketing and advertising.  While in her role as Vice President of Agenzia, Amy consulted with a variety of clients on their sponsorship and marketing campaigns. Amy served as the Director of Community Relations with the NHL Minnesota Wild and eventually moved into a position as the Executive Director of the Minnesota Wild Foundation, where she oversaw all fundraising, charitable giving, board of director relations and daily operations of the foundation.

After spending the past 8 years at home raising her three daughters, Amy has returned to the workforce to assist with the establishment and rollout of Intersect Financial. She will coordinate all marketing and communications for Intersect Financial and its team members. Amy is married to Northwestern Mutual Wealth Management Advisor, Tom Patnode. They reside in Inver Grove Heights with their three daughters. For more than 12 years, Amy has had an active role as a volunteer with the Inver Grove Heights Youth Hockey Association and more recently with the Simley Girls Hockey Booster Club. Amy enjoys spending winters at the hockey rink and summers at their cabin in Nisswa, Minnesota, which has been in their family since 1934. She also plays pickleball and golf and loves going for long walks with their golden doodle, Leo.

 
 

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