Our Team

Jerry Prostrollo is the Owner and Managing Director at Prostrollo Wealth Advisors. He has been in the financial services industry for over 35 years. Jerry offers an in-depth approach to investment planning – one that covers every aspect of life. He believes that retirement does not have to be a time to fear not having enough, but rather a time to enjoy all of the years of hard work.  Jerry seeks to equip and empower his clients to live the retirement lifestyle they desire through careful investment planning. Jerry acts as a true partner with his clients in order to create a plan according to their specific needs and goals.

Jerry received his Undergraduate Degree in Finance from Creighton University School of Business Administration and his Law Degree from Creighton’s Law School. This background and education, combined with his decades of experience, offers a strong foundation and valuable experience for his clients. The mission of Prostrollo Wealth Advisors is to apply their education, experience, and significant resources at their disposal with care, skill, and caution. They serve a select clientele to ensure that every client has unfettered access and receives as much personal attention as they need, no matter the size or nature of the opportunities and challenges. They do their best to help clients balance reason and emotion which is designed to minimize setbacks and lead to better long-term financial results.

Jerry finds great satisfaction in watching clients embrace their own financial journey toward retirement and throughout their post-retirement years. He is committed to supporting them on their financial journey through all of life’s complexities.

Outside of the office, Jerry enjoys family, friends, and travel. He and his wife Patty have three sons and four grandchildren. After coaching his son’s sports teams for many years and serving on several athletic boards, Jerry now enjoys supporting his grandkids in their various activities. He believes that many life lessons are learned between the lines of a ball field or court. Jerry also enjoys golfing, boating, and walking to enjoy nature.

Dan Prostollo, CFP®, is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER® professional at Prostrollo Wealth Advisors. He serves successful professionals, self-employed entrepreneurs and retirees in navigating holistic investment planning. By listening and understanding each client’s unique needs, Dan helps develop strategies to grow, manage, preserve, and transfer wealth. Dan understands that each client has unique financial goals and works to craft an investment plan that helps achieve them. To Dan, relationships matter – his passion for helping people drives his desire to succeed.

With a strong educational background from Saint John’s University and a decades worth of experience in the financial services industry, Dan understands the benefits of a multi-generation financial advisory team. The mission of Prostrollo Wealth Advisors is to apply their education, experience, and significant resources at their disposal with care, skill, and caution. They serve a select clientele to ensure that every client has unfettered access and receives as much personal attention as they need, no matter the size or nature of the opportunities and challenges. They do their best to help clients balance reason and emotion which minimizes setbacks and leads to better long-term financial results.

A proud CERTIFIED FIANCIAL PLANNER® professional, he earned this designation by completing rigorous studies and examinations in all aspects of wealth management. He participates in continuing education programs to remain aware of current developments and trends in planning and wealth management. He also abides by a stringent ethical standard of professional conduct.

Dan lives in Saint Paul, Minnesota with his wife, Kate, and son, Alfie. Away from the office, Dan enjoys being outside as much as possible. Whether he’s on the golf course or a campsite, any greenspace is a welcome one. Dan continues to give back and donate his time to a local Rugby Foundation to advance youth rugby in Minnesota - a small way of giving back to a sport which gave so much to him and his family.

Charlotte Stegman is an Administrative Assistant at Prostrollo Wealth Advisors. She brings over 16 years of experience to the role. Clients will find Charlotte opening new accounts, scheduling appointments, generating reports, and overall ensuring that office operations are running smoothly. Charlotte is committed to an excellent client experience and does all she can to deliver outstanding service.

Charlotte holds an Associate of Arts Degree as an Executive Secretary. Her education and years of experience in the industry bring great value to the clients she serves. The mission of Prostrollo Wealth Advisors is to apply their education, experience, and significant resources at their disposal with care, skill, and caution. They serve a select clientele to ensure that every client has unfettered access and receives as much personal attention as they need, no matter the size or nature of the opportunities and challenges. They do their best to help clients balance reason and emotion which is designed to minimize setbacks and leads to better long-term financial results.

Clients are the reason Charlotte does what she does. The clients at Prostrollo Wealth Advisors allow her to continue to love her work. The best interest of clients is always top of mind.

Outside of the office, you will find Charlotte deeply invested in her community. She has lived in the NW Metro area for 30 years and is proud to call such an amazing area home. She enjoys watching the St. Louis Cardinals and NDSU Bison football with her husband. Charlotte and her husband Loren have four children and two grandchildren. Her faith and family are the center of her world. She is also very active in her church, enjoys music, traveling, cooking, and baking.