Twin Cities Retirement Group

Simply put, we are different from other advisors. An ultra-specialized firm dedicated to working only with 3Mers.

We’re serious! If you are not retiring with 3M benefits, we will not work with you.

As a result, our 3M clients retire with confidence, knowing their advisor has been doing this exact work for over 20 years!

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    Our Firm is Independent.

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    Our Employees are Owners.

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    Our Advisors are Fiduciaries.

What Exactly is a Fiduciary?

A Fiduciary Advisor has a legal and ethical duty to put the interests of their clients ahead of their own at all times.

In the investment management world, there is no higher standard of care or conduct.

Our Team

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We’re just good Midwestern folks, with a strong work ethic and integrity.

Patrick Illies, CRPC®

Chartered Retirement Planning Counselor℠ Professional National Social Security Advisor Certificate Holder

To say Patrick is passionate about retirement financial planning would be an understatement! He has spent the entirety of his 20+ year career helping people successfully transition to retirement. After beginning his journey as an apprentice on one of the country’s leading retirement planning teams, he founded Twin Cities Retirement Group in 2005.   

Patrick had a unique vision for the company. An ultra-specialized firm dedicated to working with pre-retirees and retirees from only one company. Like many Minnesotans, Patrick grew up admiring 3M Company’s amazing products and legacy. It was the perfect fit! 

When he’s not crafting retirement plans for 3Mers, you’ll likely find him watching his daughter on the volleyball court or his two boys on the golf course. Patrick, his amazing wife, and their three children live in Maple Grove with their French Bulldog, Luna. 

Thomas Sjoberg, CRPC®

Chartered Retirement Planning Counselor℠ Professional

Thomas began his journey with Twin Cities Retirement Group as a college intern. He earned degrees from the University of Saint Thomas in Finance and Real Estate.

Upon graduation, Thomas began his full-time career with TCRG and has been with the firm for nearly a decade.

Thomas is dedicated to building long-lasting relationships with our clients. While he excels in the area of retirement financial analysis, his true passion is working with each client individually to help them achieve their own personal retirement goals and dreams. 

When he’s not working with clients, you’ll find Thomas up at the cabin on Lake Vermilion, on the golf course, or reading history and adventure books at his home in Edina. 

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Avery & Gina

Avery, our Director of Client Services, started with Twin Cities Retirement Group as a college intern. She joined us full-time after earning a Finance degree from the University of St. Thomas.  

Her radiant smile and outgoing personality make her an irreplaceable addition to our team, while her attention to detail allows her the ability to provide help to both our clients and advisors.  

When not assisting our clients and advisors, you’ll find her spending time with her family and friends, traveling the world, and reading books by the lake.   

Gina, our Administrative Coordinator, is the ray of sunshine that brightens our office each day. Her overwhelming positivity and warm heart make her an invaluable part of our team. “I just love that we get to help people every day we come to work!” 

When not assisting our advisors, Gina is likely off on a fun adventure with her husband and three children. You can also find her teaching an evening dance class or two, where she is adored by all her young students.