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7300 Metro Boulevard
Suite 200
Edina, MN 55439-2305

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MTI Financial Advisors

(952) 835-7445

 

Team

At MTI Financial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

In addition to overseeing MTI, Doug works closely with individuals, foundations and corporations addressing their financial, estate and business concerns and needs.

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James Bayliss

Financial Executive

(952) 835-7445

(952) 835-5307

Jim brought his 30 years of experience in the fields of banking, finance, accounting, and investment planning to MTI Financial Advisors in 2002

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Mark Engblom, CFP®

Certified Financial Planner

(952) 835-7445

(952) 835-5307

Mark works closely with individuals and small corporations addressing their financial needs as well as conducting educational workshops and seminars for corporations and various public and private organizations.

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Tom is a Financial Advisor with MTI Financial Advisors and holds the FINRA series 7 & 66 securities licenses. Tom also graduated with a Bachelor of Science degree in Finance from St. Cloud State University. Since 2017, whether Tom is...

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Chris joined the firm in 2021. Prior to MTI, Chris spent over five-years as an intellectual property attorney, working with Schwegman Lundberg & Woessner P.A. and Dykema Gossett PLLC. He obtained his Law degree from William Mitchell...

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Dana brings over 15 years of financial services experience to her role as Registered Sales Assistant for MTI Financial Advisors. She supports our financial advisors with managing and organizing office workflow, with an emphasis on...

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