Our Team

Our Team

Will Berigan, CFP®

Wealth Advisor and President

Will Berigan is the president of Shamrock Wealth Management and has been committed to serving clients in their journey toward financial clarity and security since 2007. He received his bachelor's degree from St. John's University and his MBA from the University of St. Thomas. As a CERTIFIED FINANCIAL PLANNERTM/CFP® professional, Will uses a six-step wealth management planning process to support and advise his clients. His business is centered around building trusting and long-term relationships with the clients we serve. He is grateful to have coworkers who share in his commitment to make a difference in the lives of his clients and the community we all share.

Will and his wife, Bridget, have three daughters, Frannie, Lucy Clare, and Rosaleen.

Thomas Keyes, CPM®

Investment Advisor

Thomas M. Keyes is an investment advisor at Shamrock Wealth Management. Tom has more than 25 years' experience as a financial advisor, helping individuals navigate through the important financial matters of their livesretirement, education, philanthropywith a focus on estate planning and tax efficiency. Tom graduated with a degree in business administration from the University of Minnesota. He holds a Certified Portfolio Manager (CPM®) designation from the Academy of Portfolio Managers and Columbia University in New York, New York.

Tom and his wife, Patti, live in Mendota Heights. In his free time, Tom enjoys golf, travel, guitar, almost all types of music, and spending time with his growing family.

Rachel Orvik

Client Services Manager

Rachel has worked in the financial industry for nearly 40 years. More than half of those have been dedicated to leadership, managerial, and compliance roles. She holds FINRA Series 7, 9, 10, and 63 securities registrations through Commonwealth Financial Network®.

Rachel lives with her husband Merlin and their red setter, Skip, in Shoreview. They love to curl and have played all over the world. Scotland in particular is both a frequent and favorite destination.

Kurt Mazur

Director of Operations

Kurt Mazur joined Shamrock Wealth Management in 2015 after spending 15 years both in leadership and as a team member at Andersen Windows. He has led coworkers in serving clients across the country using creative solutions and focusing on desired outcomes. His emphasis on managing the details, dedication to serving others, and incredible energy toward getting the job done is a great asset to Shamrock Wealth Management and will be an asset to you and your family.

Kurt is a graduate of Northern Illinois University. He and his wife, Tammy, live in Cottage Grove and are proud parents of two young men. 

Patti Keyes

Financial Services Coordinator

Patti Keyes joined our team in 2013 as a financial services coordinator. From the beginning, she has enjoyed working with this dedicated team of professionals who are truly committed to and focused on serving clients. Her previous career focused on serving the needs of the legal community through paralegal education, career counseling, and placement. She holds degrees in human resource management from Concordia University and paralegal studies from the University of Minnesota.

Patti and her husband, Tom, live in Mendota Heights. In her free time, she enjoys travel, golf, friends, and spending time with her growing family.