Our Story
Southern Tier Consulting was founded in 2018 by Brooks Lindblad. STC exists to help individuals protect their wealth. We do this by addressing the three biggest threats to our wealth; market volatility, rising tax rates and health risks. Schedule a consultation to review your retirement forecast.
Brooks Lindblad
PRESIDENT
Brooks has been in the financial services industry since 2013. He holds his Series 65 and is the owner of Southern Tier Wealth Management. After working for one of the largest financial institutions in the country, Brooks decided to create his own path. He strives to help individuals create stable income in retirement while also looking for ways to grow their assets by utilizing his unique partnerships. This desire led Brooks to create Southern Tier Consulting in 2018 a company specializing in wealth protection. Brooks currently lives in Eastern NC with his wife Lauren and four kids.
Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
JEREMY BRYAN,
CFA®
Portfolio Manager of Gradient Investments, LLC
Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA® charterholder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.
KEITH GANGL,
CFA®
Portfolio Manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.