Our
name.
Inspired by the 49th parallel that runs along the United States border, our name symbolize our mission to guiding you and your family along a clear financial path as you move confidently into the future.
Our
team.
49 North Advisors is your compass for financial confidence. With an Advisor and Certified Financial Planner (CFP®) professional leading the way, you can trust that your best interests are always at the forefront.
Aaron Tait, CFP®
Founder | Managing Director
Focus
Aaron works with clients to develop financial strategies that can simplify their planning and align with their long-term goals. He enjoys building relationships with clients and taking a detail-oriented approach to creating strategies that fit their unique circumstances.
Education, Awards & Credentials
Outside the Office
Originally from Valley City, North Dakota, Aaron grew up on a family farm, which instilled in him a strong work ethic and appreciation for perseverance. He and his wife, Jamie, along with their daughter, Lucy, enjoy outdoor activities such as biking, skiing, hiking, golfing, and spending time at the lake. Aaron also takes pride in tackling challenges, both in his professional life and hobbies.
Andrew Santhavi
Director | Client Operations
Focus
Andrew Santhavi supports the practice’s operational efficiencies and client service processes. Andrew helps facilitate smooth client interactions by coordinating financial service functions and striving to ensure operational strategies align with the practice’s objectives. He works to enhance client support processes by implementing structured service workflows and collaborating with financial teams to address client needs.
Education, Awards & Credentials
Outside the Office
Andrew was born in Bangkok, Thailand, and raised in San Antonio, Texas. He has a passion for cooking, gardening, and landscaping, as well as exploring new cuisines. Andrew and his spouse enjoy traveling together and cooking side by side. He appreciates the balance of work and leisure, enjoying good food and time outdoors.
Maggie Buboltz
Client Associate
Focus
Maggie Buboltz thrives in a client-focused role, providing thoughtful support and building meaningful relationships. She enjoys assisting clients as they navigate their financial needs, approaching her work with attentiveness, organization, and a strong commitment to delivering a seamless experience.
Education & Credentials
Outside the Office
Maggie enjoys an active lifestyle, spending her time exercising, exploring the outdoors, and engaging in community events. She values the connections she builds, whether with family, friends, or neighbors in Detroit Lakes, Minnesota. Always looking for new challenges, she embraces opportunities to step outside her comfort zone, believing that growth comes from taking on new experiences.
maggie.bulboltz@49northadvisors.com
Office: 218-530-1101
