Ben Birk is a Managing Partner at Birk & Lee Wealth Management of Wells Fargo Advisors Financial Network with over 20 years of experience in the financial services industry. Ben received the CERTIFIED FINANCIAL PLANNER® professional designation in 2006.

He is committed to helping manage assets for individuals, trusts, retirement plans, charitable organizations, and businesses. He takes a long-term investment approach by helping clients develop and implement strategies that align with their unique needs and investment goals, while delivering honest and objective advice.

Ben received his bachelor's degree in finance from the University of Minnesota’s Curtis L. Carlson School of Management in 2001 and played professional baseball prior to joining the team.

Outside of the office Ben enjoys working out, playing golf, and coaching his children’s sports teams. Ben and his wife Dana live in Eagan with their three children, Charlie, Evie and Wynnie.

CA  Insurance License 0M08411 | Resident State MN
SD  Insurance License 40693503

Reilly is a Managing Partner at Birk & Lee Wealth Management of Wells Fargo Advisors Financial Network, having joined the team in 2015 after graduating with a Bachelor of Business Administration in Finance, Investments and Banking from the University of Wisconsin School of Business.

His primary focus and dedication is providing clients with an in-depth financial analysis of their financial positioning and performance. In addition, Reilly specializes in investment, insurance, retirement and legacy/estate planning strategies, to help meet the often-complex needs of our high-net-worth clients.

When he’s not at work, Reilly enjoys skiing and college football. He is passionate about traveling and experiencing new adventures. He and his wife Bailey live in Minneapolis.

CA License 0L36525 | Resident State MN
SD License 40693499

Brennan is a Registered Client Associate on our team and assists with wealth planning and the execution of estate planning strategies. Brennan brings a unique perspective to client meetings, having practiced tax, trust, and estate planning at a large local law firm prior to joining our team, where he assisted high-net worth clients with tax-efficient strategies for generational  wealth planning, business succession planning, and estate administration.

He graduated from the U.S. Coast Guard Academy and spent five years on active duty in the Coast Guard prior to attending law school at the University of Minnesota where he earned his Juris Doctor in 2021. Brennan holds the Series 7 and 66 registrations.

Outside of work he enjoys reading, movies, and trying new Twin Cities restaurants. Brennan lives in Bloomington with his wife Hannah, and daughter, Fiona.

A seasoned registered client associate, Susan brings over 12 years of industry experience to the team. She joined Wells Fargo Advisors Financial Network in 2019. Susan helps with investment account service and helps ensure compliance with industry regulations and procedures. She provides support to both our clients and financial advisors, and she helps makes certain we deliver what we promise. Susan excels at resolving issues.

Susan received her Bachelor of Individualized Studies degree from the University of Minnesota. She holds the Series 7 and 66 registrations as well as Life, Accident and Health licenses. She is also a CERTIFIED FINANCIAL PLANNER® professional.

Susan and her husband, Damon, live in Saint Louis Park. They have two adult children and two beautiful granddaughters. Susan enjoys live music, hiking, biking, and baking.

CA Insurance License 4037816 | Resident State MN
SD Insurance License 40571939

Christine oversees office operations and provides client support for the team. She brings solid communication and customer service skills from her prior roles in executive outplacement, financial services and marketing, and has been in a Client Associate role at Wells Fargo Advisors Financial Network for over a decade. She is responsible for money movement, account opening and maintenance, scheduling, meeting preparation, social media marketing, website management, and event planning. She helps ensure that our clients are exceptionally well-satisfied with their investment experience and keeps the wheels rolling on the team bus. Christine has a B.A. in Communications from Calvin University.

Christine is the proud mother to five adult children and five grandchildren. Outside of work she enjoys traveling, gardening, attending concerts and spending time with her blended family. She and her partner Greg live in Victoria.