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About

Invested Interests

OUR MISSION

We will tirelessly work to help our clients express their passions through their investment decisions. Together, with our clients, we are committed to positive change. Our vision is to inform and facilitate the connection of investment choice to social improvements.

"They make it easy to do good. And that’s a good thing."

A SUDAN FREE INVESTOR

The Team

Making a difference one day at a time.

Wants to drink the world's strongest cup of coffee.

Brandon Small

Brandon is our founder. He’s responsible for our operations, building our client’s socially responsible investment portfolios, and grinding coffee for the office.

He’s been recognized in the Wall Street Journal for his work on investment research software, has been a guest commentator on financial television programs, and frequently appears as a speaker at financial industry conferences.

Brandon received his B.S. in Finance and a B.A. in Philosophy from the University of Minnesota. He’s a Certified Public Accountant in the State of Minnesota and holds the Chartered Financial Analyst designation.

Wants sunshine on a cloudy day.

Megan Sundvall

Deciding – after years of college tuition – that medical school wasn’t her speed, Megan decided to give marketing a go.

Armed with a degree from UW-La Crosse, she now has 10+ years of career success in inbound marketing, lead generation, and online business development.

With a passion for connecting marketing, data, and business objectives, Megan’s primary focus at Invested Interests is to lead clients through the investment jargon and introduce them to the world of socially responsible investing.

Wants to make shoes office optional.

Chris Norris

Chris is our resident serial entrepreneur and basketball junkie. He’s responsible for sales, marketing, and business development. He’s pretty good at scaling stuff.

He’s also worked for a startup tech incubator, on various public health marketing campaigns, and served in the Peace Corps.

Chris received his B.A. in Communications from Southwestern University, a school you haven’t heard of, and his M.A. in Global Business Management from the University of Alabama, a school you’ve probably heard of.

Wants to play golf with Andy Garcia.

Katie Hohag

Katie comes from the construction industry. She just recently moved back to her home state of Minnesota after 6 years of living on the west coast and is looking forward to enjoying all 4 seasons again!

She is excited to utilize her customer service skills, a degree in communications, and previous sales experience to contribute to the overall growth of Invested Interests. As an Account Manager, she handles initial contact with potential clients. She also works with the financial advisors to ensure a smooth onboarding process for our clients and follows up with clients as needed.

WHY WORK WITH US?

We will tirelessly work to help our clients express their passions through their investment decisions. Together, with our clients, we are committed to positive change. Our vision is to inform and facilitate the connection of investment choice to social improvements.

Get started.

For now.

For the future.

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