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Meet Our Team

Chad Schumacher

Chad Schumacher

Managing Director, Private Wealth Advisor, Partner

Phone: (952) 563-6514
Cell: (612) 396-7144
Fax: (952) 252-4693
Email: chad.schumacher@traditionwealth.com

Brad Johnson

Brad Johnson

Investment Advisor, Partner

Phone: (952) 563-6508
Fax: (952) 252-4663
Email: brad.johnson@traditionwealth.com

John Hause

“Risk management tools are no longer a luxury for a few – they have become necessities for all.”

John Hause is an Investment Advisor and Partner at Tradition Wealth Management. He is committed to improving his clients’ lives by getting to know them personally and tailoring plans to meet their specific objectives.

John's specialty is in investment management. In today's challenging and volatile investment climate, the use of risk management tools is a key component in John creating, managing, and protecting his clients' wealth.

John believes that risk management is a process, not a product. He is committed to his clients’ personal wealth and helping them successfully achieve their life’s goals. As the world has changed and become more complex, risk management tools are no longer a luxury for a few – they have become necessities for all.

John spends his free time with his family at their lake cabin in Grand Rapids, golfing, and coaching youth hockey. He lives with his wife and their two children in St. Paul, MN.

John Hause

Investment Advisor, Partner

Phone: (952) 563-6510
Fax: (952) 252-4693
Email: john.hause@traditionwealth.com

Tim Gunderson

Tim Gunderson, CFP®, ChFC, CLU, CPCU

Investment Advisor, Partner

Phone: (952) 563-6506
Cell: (612) 803-2187
Fax: (952) 252-4473
Email: tim.gunderson@traditionwealth.com

David Anderson

David Anderson

Investment Advisor

Phone: (952) 563-6524
Cell: (612) 868-8964
Fax: (952) 252-4685
Email: david.anderson@traditionwealth.com

Jake Taylor

With seven seasons in the American Hockey League as a professional hockey player, Jake is no stranger to hard work, determination, and the pursuit of excellence. Now retired, he is able to take his love of professional sports and his passion for serving others and combine them in a way where he’s able to help other athletes and their families plan financially for their best life.

While playing professional hockey was a dream fulfilled, it wasn’t until he had a family of his own that Jake realized his true life’s purpose and passion. He lives in Lakeville, MN with his wife Haley, their son Jax, and their daughter Dylan. Jake’s family is at the core of everything he does. He firmly believes that a strong family unit provides the necessary motivation to achieve excellence in all other areas of his life. That’s why daily quality time with his wife and kids is nonnegotiable in the Taylor household.

Jake is on a lifelong mission of personal excellence. He realized early on that he needed to be his best self if he truly wanted to be the husband and dad that his family deserved. It’s this belief and his commitment to taking action that allow him to serve as many people as possible. Whether in the gym, in his career, or with his family, there is one thing you can count on. Jake will never stop trying to push past his own limits to reach his full potential. He lives this truth every day while in the pursuit of servicing others.

Jake Taylor

Director of Sports Management

Phone: (952) 563-6534
Fax: (952) 314-8821
Email: jake.taylor@traditionwealth.com

Eric Peyton

“Do not let what you cannot do interfere with what you can do”
– John Wooden

Eric Peyton is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. He has a degree in Economics from St. Olaf College, and has been managing institutional financial assets for over 25 years. After 5 years as an advisor at Merrill Lynch, Eric made the decision to move his practice to Tradition Wealth Management, an independent RIA in Edina, MN.

Eric works with families to identify the kind of life they want to live, and the goals they want to accomplish. By having honest conversations and remaining client centric, Eric will design and track a financial plan and investment portfolio that fits your individual needs. As your financial advocate, Eric ‘s main goal is to help you make well-informed decisions on what types of investments are right for you. He emphasizes the need to adjust investment plans as your goals and needs change, and keep your investments aligned.

When not working, Eric enjoys mountain biking, hunting and spending time with his wife and 3 sons. Eric looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments. Contact him by phone or email and let’s get to work on your future.

Eric Peyton

Independent Financial Advisor

Phone: (952) 563-6517
Fax: (952) 314-8824
Email: eric.peyton@traditionwealth.com

Christine Sorensen

Christine Sorensen is the Director of Operations and Compliance and a Partner of the firm. She has been a Registered Representative for over thirteen years in the finance industry and holds Series 7, 63, and 24 licenses in addition to the State of Minnesota Insurance license. Christine leverages her experience to ensure that operations are run efficiently and comply with the latest regulatory policies.

Christine earned her bachelor of arts in Education at the University of North Dakota. She is a devoted animal-lover and a long-time supporter of the ASPCA, Retrieve a Golden of Minnesota (RAGOM), and the Minneapolis Crisis Nursery. Christine enjoys spending weekends with her husband, Patrick, and their two dogs and cat. She and her husband like to travel to various beaches, go camping with their dogs, and enjoy the fruits (and vegetables) of their green-thumbed labor in their backyard garden.

Christine Sorensen

Director of Operations & Compliance

Phone: (952) 563-6504
Fax: (952) 252-4693
Email: christine.sorensen@traditionwealth.com

Rhonda Motzko

Rhonda Motzko is the Client Service Manager at Tradition Wealth Management. After working at Tradition Mortgage for six years, she transitioned into her current role in 2007. She provides critical day-to-day and long-term support for Brad Johnson and John Greenagel and handles communications with their respective clients on multiple platforms.

Rhonda earned her four-year degree in sports management and exercise physiology from Southwest State University in Mankato, Minnesota. She enjoys spending time with her family and friends on the weekend and also likes to relax outdoors and spend time on Minnesota's many lakes.

Rhonda Motzko

Client Service Manager

Phone: (952) 563-6516
Fax: (952) 252-4648
Email: rhonda.motzko@traditionwealth.com

Tyler Anderson

Tyler Anderson

Director of IT & Investment Operations

Phone: (952) 563-6522
Fax: (952) 567-2543
Email: tyler.anderson@traditionwealth.com

Greg Trebil

“Risk management tools are no longer a luxury for a few – they have become necessities for all.”

Greg Trebil is a Director of Financial Planning at Tradition Wealth Management.

Greg focuses on financial planning due to the fundamental impact it can have on the financial lives of individuals and their families. He believes the process of developing a thoughtful and comprehensive financial plan provides a tremendous benefit to people.

Greg is a CERTIFIED FINANCIAL PLANNER™ practitioner. His educational background includes a Bachelor’s degree in Economics from Gustavus Adolphus College, as well as a Masters in Business Administration from the University of St. Thomas.
Greg resides in Edina with his wife and two children, whose activities in hockey, baseball, tennis and soccer fill up much of his spare time.

Greg Trebil

Director of Financial Planning & Investments

Phone: (952) 563-6532
Fax: (952) 314-8820
Email: greg.trebil@traditionwealth.com

Mark Walsingham

Mark Walsingham

Chief Compliance Officer

Phone: (952) 563-6520
Fax: (952) 314-8822
Email: mark.walsingham@traditionwealth.com

Cory Carlson

Cory Carlson

Data Integration Specialist

Phone: (952) 563-6505
Fax: (952) 314-8826
Email: cory.carlson@traditionwealth.com

Chris Leivermann

Chris Leivermann began his career in the financial industry after graduating from the University of St. Thomas in 2013, with a degree in Finance. After 5 years in the industry, Chris joined Tradition Wealth Management as an Investment Advisor in July 2019. As a second-generation advisor, Chris brings passion and energy to his practice and strives to help his clients maximize their financial wellness.

When Chris is out of the office, among spending time with his wife Caitlin, he enjoys being with friends, golf, travel and sports.

Chris Leivermann

Investment Advisor

Phone: (952) 563-6519
Fax: (952) 314-8825
Email: chris.leivermann@traditionwealth.com

Taylor Mancini

Taylor Mancini

Marketing and Finance Associate

Phone: (952) 563-6528
Fax: (952) 314-8828
Email: taylor.mancini@traditionwealth.com

Macy Mancini

Macy Mancini

Office Manager and Marketing Coordinator

Phone: (952) 563-6500
Fax: (952) 314-8826
Email: macy.mancini@traditionwealth.com

Jack Sowada

Jack Sowada

Finance Intern

Knowledgeable. Experience. Friendly.

Take Your Finances To New Heights With Tradition Wealth Management