In his role at Wayzata Bay Private Wealth Management (PWM) of Green Wealth Management Group, Scott Larson specializes in investment planning & portfolio management for both private clients and small businesses, as well as estate planning strategies and private equity. As a Private Investment Management (PIM) Portfolio Manager, Scott utilizes advanced training, including an ethics exam, proxy exam, and a portfolio management training course to take full discretionary control of his client’s investments. Scott understands that is a privilege – not a right - he must continuously work to earn.

As a Senior Wealth Advisor, Scott draws on his nearly 20 years in the financial services industry. After graduating with a BS in Finance from MSU at Mankato, his entrepreneurial spirit led him to become both a realtor & Mortgage Broker while also working full-time as an airline pilot. After building a real estate investment portfolio, Scott wanted to fully encompass investment planning for his clients. He took a position at a wirehouse, rising from an associate role to First Vice President before the entrepreneurial bug bit him again. Scott pioneered Wayzata Bay PWM to deliver a stronger standard in wealth management for his clients.

Outside of the office, Scott supports youth development in the Minneapolis community by actively participating in the Optimist Club and serving on the boards of Challenger Learning Center of Minnesota and the Youth Activities Club. He and his wife Stacy of 20+ years are immensely proud of their daughter, Chloe.

The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. Minimum account size for this program is $50,000

Being a Wealth Advisor is not just a career for Stacy Kupsky, it’s a deep privilege. Her passion in life is to see families, business owners, executives, and women in leadership win with money. She believes that money is a tool for stability, advancement, impact and ultimately legacy.

Stacy helps her clients articulate their financial priorities to author a wealth story that weaves in their mission, vision & values. Her goal is to empower clients by providing customized planning, well-formulated advice, and a dependable process. Stacy works alongside individuals and families to help address uncertainty, navigate the stages of life, and build wealth with intention through vision-centric conversation.  

Stacy worked within small businesses early career before transitioning to the world of finance at Northwestern Mutual in 2011. In 2014, she became a Financial Advisor at Morgan Stanley. Since 2022, her team has been independent – bringing an elevated scope of service to their clients.

Stacy’s heart to help people extends to the broader community. She’s an active member of the National Association of Women Business Owners – MN; serving on the Board of Directors since 2022. Stacy has also served on various Wayzata Chamber committees since 2015. Stacy enjoys sharing her knowledge and experience on podcasts and stages. A respected community professional in financial services and entrepreneurship, Stacy is regularly booked as a speaker and is open to any new opportunities.

Stacy also seeks to live an active lifestyle which includes hiking, cycling, the arts, reading, and making healthy food with her husband.


CA Insurance License: 4202350; Resident State: MN.

For over 30 years, John Peterson has been investing in our community as much as he invests in his clients.  His standard for life and relationships with clients is based on a matrix of four F’s: Faith, Family, Friends, and Finances.  He works with every client individually to balance the risk tolerance and lifegoals into a custom plan they can follow throughout their entire journey.

John honed his craft during his former positions at Morgan Stanley & UBS.  After building a robust career, he joined other founding members of Wayzata Bay Private Wealth Management to seek an independent standard at Green Wealth Management Group.  John strives to put his clients and their goals first, utilizing his knowledge in estate planning strategies, income analysis, portfolio management, and insurance products to help his clients achieve their long-term goals.

A graduate of the University of Minnesota and a lifelong Minnesotan, John is committed to giving back to his community. He continues his over 50-year participation with YoungLife, currently focusing on students with disabilities.  John is also involved in supporting Gilda’s Club Minnesota, providing support for everyone impacted by cancer.  John and his family are active members of Grace Church in Eden Prairie.  When not giving back, he loves spending time with his wife Michele and children Hunter (McKayla), Taylor, and Alexa.  You’ll find them outdoors – boating, golfing, or escaping to their cabin.  During the cooler months, John and Michele enjoy spending time at their home in Naples, Florida.


Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Cally attained her bachelor’s degree in Sociology from Saint Cloud State University and her master’s degree from Saint Catherine in occupational therapy. Cally has over ten years of experience working as an occupational therapist and specializing in neurological and cardiac intensive care settings. She enjoyed the attention to detail required to work in such as setting and is excited to bring this aspect to her new career. Cally thrives in fast-paced setting and is eager to expand her knowledge to better assist clients.

Cally has great love for her husband and son, she enjoys spending her time outside and watching her son reach each new milestone. Cally and her family have a passion for traveling when they can and sharing the world with her son. She also enjoys playing music and watching her son develop his love to all things musical.