Meet the Team
Tasha Coleman
Certified Financial Planner™
Look forward to relaxing in your next season of life, and let the exuberant compassion and energy Tasha brings to retirement planning give you reassurance you’re looking for. Every step of Tasha’s career has been focused on learning how to best meet the needs of her clients by advocating for them in every way possible and pulling the best resources together to reach their financial goals.
As Certified Financial Planner ™ and business owner residing in Forest Lake, MN, Tasha thoroughly understands and respects the unique aspects of what it truly means to champion her clients’ best interest. Tasha takes care of all aspects of financial planning and specializes in Retirement Income Planning and Investment Management.
Tasha nannied through high school for a financial planner who peaked her interest in wealth management and later mentored her throughout her career. While in college at Bethel University, Tasha got licensed and started working at Estate Planning and Retirement Solutions. After graduating with her Bachelor of Arts Degree in Finance, she worked as a Financial Planner at Wealth Enhancement Group which eventually merged with Estate Planning and Retirement Solutions. Tasha furthered her education at the Denver College of Financial Planning, formed The Coleman Group in 2010, and is a frequent guest speaker for podcasts and national conventions.
When not in the office, Tasha enjoys lake activities and camping with her four children. She volunteers at St. Peter’s Church and is an avid supporter of Family Pathways and Lakes Life Care Center.
Academy of Preferred Financial Advisors
Top Advisor, Lifetime Achiever
Andrew Bjorklund
Financial Planner
Andrew has been in the industry for 6 years prior to joining The Coleman Team in August of 2021. After returning from a year abroad in Sweden, Andrew has enthusiastically embraced all aspects of the business including marketing, administrative, and event coordination. He has passed Securities Industry Essentials (SEI) Exams 7, 63 & 65 and is passionate about meeting clients and helping them with Financial Planning and Advising.
Having grown up in the same area he now calls home, Andrew has a strong sense of investing in the local community. He values building professional relationships with clients, while gaining a personal appreciation for important decisions people make in regard to their family and future retirement. Even before Andrew graduated from Mounds View High School and attended Bethel University, his profound interest in the stock market grew. He graduated with his Bachelor of Arts degree in Business Marketing knowing his future would include helping people reach their financial goals.
Andrew resides in Circle Pines, MN with his wife. In his free time he enjoys playing hockey, downhill skiing, water skiing, and lake activities.
Roberta Porter
Executive Assistant
Roberta Porter has been in the financial services industry since 1997. She has Series 6, 7, 63, and 26 licenses and enjoys helping clients in any way she can.
Roberta lives in the north suburbs with her husband and two dogs. She enjoys reading and loves spending time with her husband, children, and grandchildren.
Anne-Marie Germain
Administrative Support
When Anne-Marie Germain joined the Five Star Financial Services team in 2019 she brought with her over 31 years of insurance, administrative and customer service support. She enjoys getting to know our clients and working with the Five Star Team in assisting our clients to enjoy and preserve their future.
Outside of the office Anne-Marie enjoys sewing, scrapbooking, spending time with her family and friends, and being involved with her church.