Broker Check

Who We Are

Since 1984, IEM has put our clients first. It’s our mission to make you feel confident, taken care of, and free while maintaining the utmost integrity in our work for you.

We believe in taking complex concepts, goals, and issues and simplifying them for you. We use our 40 years of experience, combined with the tools and technology of today, to help you reach your goals and preserve your wealth.

We are independent advisors, which means that we always put you and your family first. We believe this is how we have developed so many long-term relationships and celebrate new introductions to the people you care about most.

Charles Stewart

Charles Stewart

Associate Vice President I Private Wealth Manager

952.854.5544 x304

Dan LaNasa

Dan LaNasa

Associate Vice President | Private Wealth Manager

952.854.5544 x309

Melissa Costley

Melissa Costley

Director of Client Strategy I Associate Private Wealth Manager

952.854.5544 x313

Tim Smith

Tim Smith

Manager of Marketing and Communications

952.854.5544 x308

Independence Backed by Credibility

Independence Backed by Credibility

Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.

Learn More