QAM’s collective goal is to help each and every client determine and accomplish their financial objectives. We accomplish this by asking questions, listening, educating and delivering quality service. We recognize that every client is different with varying expectations. Our goal is customized services for each client according to their needs.
Mr. Farni Sr. is a veteran of the financial services industry having advised clients for over 40 years. Jeff started his financial services career with Dean Witter in 1972. During his tenure at Dean Witter he was Regional Manager of the Dean Witter Tax Advantage Investment Department. In 1994 Jeff moved to RBC Dain Rauscher to open and manage their first office in Wayzata, Minnesota. Jeff and his wife, Patty, have three children: Jeffrey, John, and Kathryn. Jeff has been involved in numerous nonprofit organizations and served on several boards over the years. His interests include travel, golf, fishing, hunting and following his amazing grandchildren Ella, Olivia and William.
Executive Vice President/Investment Advisor
John has been working in the investment management business for the last 15 years. Prior to joining QAM, John spent over 13 years working as an Associate Vice President - Financial Advisor at RBC Wealth Management. In addition, John also spent 2 years working at Fidelity Investments in their Private Wealth Management Group in Boston. John graduated from Bowdoin College with a major in Economics and minor in Government and Legal Studies. John currently sits on the Advisory Board of the Page Education Foundation. John lives in the Twin Cities with his wife Kirsten and three children: Ella, Olivia and William.
Customer Service Administrator
Jeffrey Farni Jr., a seasoned manager, delivers strong customer service and management skills to his account work. A graduate from the University of Denver with a Bachelor of Science in Business Administration and a major in Construction Management, Jeffrey worked in the residential home building industry for seven years. His experience includes varied positions and assignments such as site manager responsible for daily site supervision/operations, scheduling, inspections and material delivery, customer service/quality control and final closings. For recreation Jeffrey enjoys hunting, fishing, and golfing.
Administration and Technology Support
Julie comes with years of experience in the IT industry, working for 15+ years as a Senior Project Manager for Unisys Corporation and 8+ years in International Technology Sales and Marketing for Deloitte Consulting and Oracle Latin America. Her expertise will help administrate day-to-day tasks and facilitate the new and evolving technology required to monitor and maintain the complex world of Wealth Management. Julie loves to travel and has enjoyed the opportunities she's had traveling around the world for both work and with family.