David Wischmeier
JD, CLU
Managing Director / Wealth Advisor
Jonathan Horick
CFA
Managing Director / Investment Officer
Tamba Johnson
Wealth Manager
Jeff Bird
JD, CLU
Managing Director / Wealth Advisor
David has over 20 years of experience as an estate planning attorney (focusing on advanced life insurance planning), insurance company product analyst and a financial planner. As one of the nation’s leading authorities on insurance legislation and estate and tax planning, David is a frequent guest speaker at national and regional insurance meetings. His expert testimony on life settlements was used in passing government legislation to protect consumers from stranger-oriented life insurance practices.
David’s career began at Minnesota Life Insurance Company where he served as a product analyst and later senior advanced marketing counsel. Before working at Together Capital Advisors, (an affiliated company of MBW Group) he was an estate planning and benefits attorney with Parsinen, Bowman and Levy. In 2000, David joined NBW Insurance Group as an advanced financial planning counsel, becoming a partner in 2007. CA Insurance License #1906294
Education: William Mitchell College of Law – Juris Doctor, College of St. Scholastica (BA, Finance and Computer Information Systems), Chartered Life Underwriter (CLU)
Affiliated Organizations: Board of Directors of St. Paul’s Outreach
As the Senior Investment Officer, Jon is the author of the investment strategy and heads the investment committee. With over 25 years of a diverse set of institutional investment experiences involving securities analysis for both public and private entities and extensive work in equity financing and fixed income objectives and portfolio construction, Jon brings a differentiated set of experiences to the wealth advisory practice.
Mr. Horick was V.P. of Investments at Stevens Foster Financial Advisors. Jon has held portfolio manager and analyst positions at several investment managers in New York City and the Twin Cities, including Millennium Partners, Akros Capital, Northland Directions, White Pine Capital, Deephaven Capital Management, Dougherty & Company, and Sit Investment Associates.
Education: University of Minnesota – Carlson School of Management (MBA, Finance), Wartburg College (BA, Accounting and Finance), Chartered Financial Analyst (CFA), and previously held the CPA designation.
Affiliated Organizations: Board member and committee advisor – University of Minnesota – Carlson Funds Enterprise Funds, Endowment investment committee member – Wartburg College, Chartered Financial Analyst Institute, Chartered Financial Analyst Society of Minnesota. Board member – Southside Family Nurturing Center
Education: University of Minnesota – Carlson School of Management (MBA, Finance), Wartburg College (BA, Accounting and Finance), Chartered Financial Analyst (CFA), and holds a (CPA).
Affiliated Organizations: Board member and committee advisor – University of Minnesota – Carlson Funds Enterprise Funds, Endowment investment committee member – Wartburg College, Chartered Financial Analyst Institute, Chartered Financial Analyst Society of Minnesota. Board member – Southside Family Nurturing Center
Jeff has over 30 years of experience as an estate planning attorney including consulting on all types of life insurance transactions, as well as developing life insurance products. Mr. Bird has industry leading experience helping trust companies audit life insurance policies and establish due diligence procedures for trustees.
Jeff joined MBW Group (affiliated with Together Capital Advisors) as a Partner in 1991. Started his professional career working as an accountant for Iowa Public Service Co before returning to graduate school. Post graduate school, Jeff was a tax attorney at Arthur Andersen, later moving on to work in Minnesota Mutual’s advanced underwriting department. CA Insurance License #0B63196.
Education: University of South Dakota – Juris Doctor, (MBA, Business Administration), University of South Dakota (BA, Accounting), Chartered Life Underwriter (CLU)
Affiliated Organizations: Founder and Board member – Hope Farm School, a faith based boarding school for fatherless inner-city minorities. Co-Founder and former Board President – Hope Academy, a private inner-city, faith-based school for low income and minority children. Former Board member – Pilgrim Center for Reconciliation. Former Board member – The Gospel Association of India. Former Board member – Total Victory Christian Center
As the most recent hire by Together Capital Advisors, Tamba brings 11 years of experience in the insurance, financial planning, Medicare and Employee benefits industry. His career began at New York Life as a producing agent for 5 years and Thrivent Financial as a wealth manager for 6 years. In Tamba’s spare time he is the boys varsity soccer coach at The Blake School, winning a state championship in 2018, and runner-up in 2019.
Education: University of Wisconsin Madison (BA Behavioral Sciences and Law, with a certificate in Criminal Justice)
Affiliated Organizations: Director of Coaching for Minneapolis United Soccer Club, formerly drafted in the first round by the Minnesota Thunder.
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