Saint Paul, MN CFP® Financial Advisor - —

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Recent Media Mentions

How Bonuses Are Taxed - Yahoo! Finance
Could Living in a Multigenerational Home Work for You? - Rewire
Worried About Being Bored in Retirement? Your Financial Advisor Has a Plan - MarketWatch
Advisory Firms Coping with a New Crisis - Wealth Management
Are You Approving the Bank of Dad and Mom? - Yahoo Finance
8 Apps Advisors Use - InvestmentNews
Potential Headaches for Traditional Cap-Weighted Index ETF Investors - ETF.com
The Growing Peril of Index Funds: Too Much Tech - The Wall Street Journal
How Advisors are Protecting Client Data - The Wall Street Journal
Pros, Cons of Paying Down a Mortgage to Fund College - US News & World Report
Are Fees Sucking Cash From Your Retirement Account? - CBS News
This Is What's Keeping Millennials Up at Night - CNBC
How Do I Protect My 401(k) from Market Drops? - CBS News
Can Video Gaming Become a Financial Advisor Tool? - Financial Advisor Magazine
Budgeting for College Students: Where to Start - Nerdwallet
Financial Planning Mirrors the Golf Course - Chase
How to Start with Pennies and Retire a Millionaire - MarketWatch

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Kyle Moore, CFP® Photo

Kyle Moore, CFP®

FOUNDER, FINANCIAL PLANNER

Kyle Moore, CFP®

FOUNDER, FINANCIAL PLANNER

Welcome! I started Quarry Hill Advisors with the goal of elevating the standard of financial planning. I entered the financial world wanting to make a difference in clients' lives, only to find out that the "financial advisor" positions at the big firms were more focused on sales than helping people.

The purpose of Quarry Hill is to provide a better solution for people seeking expert, objective advice. We are now an industry-leading firm helping optimize the financial lives of busy professionals and retirees around the country. As a CERTIFIED FINANCIAL PLANNER™ I am committed to the highest standards of excellence and professionalism in the industry.

Since starting Quarry Hill, I've been recognized as a Top 100 Financial Advisor in the country by Investopedia and one the Best Financial Advisors in Saint Paul, MN by Expertise.

While earning my bachelor's degree from Northwestern University, I earned Academic All-American and Academic All-Big Ten honors as a golf team member. Though I don't conduct client meetings on the golf course, I'd be happy to take you out as friends and play you for money!

While I'm not busy in the office crafting financial plans, I love going on adventures with my wife, Madeline, and two children, Sophie Sue and Graham. Everything important in my life is within a 3 mile radius in St. Paul, so it's never too hard to find me!

Bjorn Amundson, CFP®, AIF® Photo

Bjorn Amundson, CFP®, AIF®

PARTNER, FINANCIAL PLANNER

Bjorn Amundson, CFP®, AIF®

PARTNER, FINANCIAL PLANNER

I joined Quarry Hill Advisors after nearly 15 years as a financial advisor at some of the big named institutions. Over the years, my relationship with Kyle grew into an unofficial partnership as we constantly collaborated and refined our ideas on financial planning, portfolio construction, and practice management. Joining Quarry Hill was a natural fit and my clients and I couldn't be happier at a firm that allows us to practice the future of financial planning.

After graduating from Hillsdale College, I gained valuable experience at some of the leading financial planning practices in the Twin Cities, earning the CERTIFIED FINANCIAL PLANNER™(CFP®) and Accredited Investment Fiduciary® (AIF®) designations. I have also served as an adjunct instructor for Kaplan teaching the Certified Financial Planner curriculum to other aspiring CFP® professionals. I have been quoted in MarketWatch and have been named a Five Star Wealth Manager.

When not in the office, you can find me on walks through our St. Paul neighborhood with my family, making improvements to our 1910 home, and attempting to exercise. My wife, Leah, and I have four children - Selah, Dietrich, Elin, and Sylvie.

Shelley Austin, CFP® Photo

Shelley Austin, CFP®

FINANCIAL PLANNER

Shelley Austin, CFP®

FINANCIAL PLANNER

Shelley is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the Winona State University with a degree in Finance with an emphasis on Economics. After years of experience helping individuals and families with their financial planning needs, Shelley joined Quarry Hill Advisors in 2019. She has worked in a variety of financial institutions, from banking financial services to a large wirehouse. She is thankful to have found her perfect fit at Quarry Hill, where she can serve clients the way they deserve.

As a CERTIFIED FINANCIAL PLANNER™ professional, Shelley is passionate about building authentic relationships with clients while helping them cultivate a financial plan. Although she thrives on the fine details of a well-designed plan, Shelley will tell you the best part of her job is seeing a client’s financial dreams develop and come to fruition over time.

Shelley resides in Saint Paul with her Pomeranian, Lucy. When she’s not helping clients plan for their financial future, you will find her cherishing quality time with friends and her family, including her two daughters, Meg and Annie, and her sons-in-law, Alex and Dan. She also enjoys cooking, gardening, playing piano, attending sporting events, and listening to live music.

Thomas Limborg Photo

Thomas Limborg

FINANCIAL PLANNING ANALYST

Thomas Limborg

FINANCIAL PLANNING ANALYST

Thomas is a Financial Planning Analyst at Quarry Hill. He is currently a student at the University of St. Thomas completing his Bachelor of Arts Degree with a Concentration in Financial Management. After graduation, he is planning on continuing his education through the CFP® certification.

Thomas is responsible for the organization and analysis of our clients’ financial planning needs, meeting preparation, and follow-up.

Outside of work, Thomas enjoys spending time with his family and their two golden retrievers. In the winter, he loves going skiing and is always planning his next trip out West!

Nou Yang Photo

Nou Yang

CLIENT SERVICE ASSOCIATE

Nou Yang

CLIENT SERVICE ASSOCIATE

Nou recently joined Quarry Hill Advisors as a Client Service Associate and brings over sixteen years of exceptional client service experience in the financial services industry. Throughout her professional career, she has worked in large and small wealth management firms. She graduated from Herzing University with a bachelor's degree in Business Management.

Nou is responsible for assisting clients with new account setup, account maintenance, move money requests, meeting preparation, and building a strong rapport to meet our client's needs.

When she is not in the office assisting clients, she enjoys spending time with her husband and five kids, going on camping trips, taking road trips, and cooking.

Charles Schwab & Co. Photo

Charles Schwab & Co.

DEDICATED SERVICE TEAM

Quarry Hill has selected Charles Schwab & Co., Inc. as the primary custodian for our clients' accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients.

Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.