Private Wealth Management.

“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost

Our Team

Marc D. Langva, CFP ®

Founder & CEO

Mr. Langva is Founder and CEO of WorkOptional Inc. He is a Certified Financial Planner™ (CFP®) and a Private Wealth Manager for successful families. Marc’s clients experience a greater sense of confidence, freedom, and opportunities in their lives so that they can “Relax. Years Ahead™ ”of their peers.

  • Mr. Langva is the Author of his top selling book “Thirteen Retirement Killers” and soon to be released “Building the Perfect Portfolio”. Marc has also been recognized in Mpls./St.Paul and Twin Cities Business magazines; as a Twin Cities “Top Wealth Manager” for the years 2008, 2009, 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018 and 2019.
  • Mr. Langva is also a life optimization pioneer and Founder and CEO of Mygooru.com. His technology harnesses human’s self-interest to reduce overall consumption up to 70%. This technology improves our earth’s resources and lives around the world, all while end users enjoy greater health, wealth, happiness and the time to enjoy all three.
  • Mr. Langva has 20+ years of investment experience including working at IDS/Ameriprise & NDX trading. Mr.Langva attended St. Cloud State University with Majors in Finance and Accounting. Mr. Langva completed the Certified Financial Planner (CFP®) Certificate Program through Minnesota State University. Marc is also a graduate of St. Cloud Tech College, where he earned his Associate of Applied Science Degree, and North Hennepin College, where he earned an Associate of Arts degree.
  • Marc enjoys skiing, wake surfing, mountain biking, off-roading, motorcycling, vintage cars, boats, bikes, watches, instruments & spirits.
  • He lives in Excelsior, MN with his wife, his daughter and two sons.

Jaime Lyn Langva, CFP ®

Founder & President
  • Mrs. Langva is Founder and President of WorkOptional, Inc., and is a Certified Financial Planner™ (CFP®). Mrs. Langva has a wealth of experience gained from years working at ITT Hartford, Prudential, and New Era Financial Group.
  • She brings experience in marketing, compliance, and small business development, to the firm and has spent the past 20+ years developing and implementing proprietary systems to dramatically improve the lives of others.
  • Mrs. Langva completed the Certified Financial Planner™ (CFP®) Certificate Program through Minnesota State University as well as attending Augsburg College and Gogebic College.
  • Mrs. Langva lives in Excelsior, MN with her husband, and three children.

Carl S. Bang, MBA, CFA

Chief Investment Officer
  • Mr. Bang is the Chief Investment Officer of WorkOptional and a Chartered Financial Analyst.
  • Mr. Bang has an extensive background in building investment strategies and operations and leading investment businesses. Past positions include:

             Sun Life Institutional Investments: President
             Qatar Foundation Endowment: Chief Investment Officer
             State Street Global Advisors: Chairman and CEO
             Norwegian Sovereign Wealth Fund: Senior Portfolio Manager

  • Mr. Bang has a Bachelor of Commerce from the University of Windsor and holds an M.B.A. from the Schulich School of Business, York University, graduating as a Schulich Scholar for academic excellence and entrepreneurship. He is also a CFA Charterholder.

Ann Treml-Olson, CFP ®

Senior Advisor
  • Mrs. Treml-Olson is a Financial Advisor with WorkOptional, Inc. She has been a Certified Financial Planner™ (CFP®) since 1991.
  • Mrs. Treml-Olson has also been recognized in Mpls./St.Paul  and Twin Cities Business magazines; as a Twin Cities “Top Wealth Manager” for 2017, 2018 and 2019.
  • Her passion is helping clients in all aspects of their financial lives. Because each client is unique with concerns all their own, she crafts custom strategies and works with clients to find solutions.
  • She has 25 years of experience. Prior to joining WorkOptional, Inc. in 2015, she was a Financial Advisor with Merrill Lynch. She attended the University of Wisconsin – Green Bay (UWGB) where she studied business and economics.
  • Mrs. Treml-Olson and her family live in Plymouth, MN where they enjoy numerous outdoor activities including racing sailboats, biking, and camping.

Jason P. Clark, MBA, CFP ®

Partner & Senior Advisor
  • Mr. Clark is Partner and Senior Advisor of WorkOptional, Inc.
  • Mr. Clark has been recognized in Mpls./St.Paul and Twin Cities Business magazines; as a Twin Cities “Top Wealth Manager” for the years 2015, 2016, 2017, 2018 and 2019. Mr. Clark gained valuable experience at A.G. Edwards working in institutional securities where he provided clients with services such as research, brokerage, and distribution of securities and at Smith Barney where he worked with clients to develop a clear investment strategy and maintain a portfolio that supports that strategy.
  • Mr. Clark holds a Masters of Business Administration and a degree in Finance from the University of Wisconsin La Crosse. Mr. Clark’s continuing education includes completing the Financial Planning Certificate Program through Minnesota State University. Mr. Clark is on the Saint Michael Catholic Finance Committee.
  • He lives in St. Michael, MN with his wife and three children.
Margaret Lato

Margaret A. Leto

Vice President
  • Ms. Leto is the Vice President at WorkOptional, Inc. She oversees all marketing, events and other client and prospective client engagement needs. She has a passion for exceeding clients’ experiences and a goal of keeping WorkOptional, Inc. a Top Wealth Management Company in the Twin Cities.
  • Her previous career was at the Minneapolis Club. For over 22 years, she worked with the Twin Cities most prominent individuals and families. Most recently, in her role as their Marketing & Membership Director, her number one goal was making sure all clients had flawless experiences from beginning to end.
  • She holds a B.S. in Food Science from UW Stout, and is the President of the MN Chapter of La Chaine des Rotisseures, an international food & wine organization. She lives in Minnetonka with her three children, two dogs, and bearded dragon.

Derick Gallagher, J.D.

Tax, Business & Private Wealth Manager
  • Mr. Gallagher specializes in tax, accounting and general business-related issues.
  • Mr. Gallagher holds a Juris Doctor degree with a Certificate in International Law he attained from Chicago-Kent College of Law (Illinois Institute of Technology). He attended St. Cloud State University with a Major in Political Science and minors in International Relations and Russian Studies.
  • Mr. Gallagher has 20 years of experience dealing with individual, corporate and International tax issues. He helps businesses with tax planning and compliance. Mr. Gallagher’s professional experience includes working for PricewaterhouseCoopers and Ecolab.
  • Mr. Gallagher consults small and mid-sized businesses on business related issues including start-ups, funding, corporate/partnership agreements, compliance, payroll and taxes. He has extensive experience with real property, including developing commercial and residential properties.
  • Mr. Gallagher enjoys travel and studied abroad in Kiev, Ukraine through Kiev-Mohyla University. He enjoys playing basketball and enjoys the outdoors including hiking/jogging, fishing and camping.
    He lives in Minneapolis, MN.

Julie M. Gunderson

Client Service Coordinator
  • Ms. Gunderson manages the client service operations of WorkOptional Inc, overseeing the administration of client portfolios, asset transfers and performance reporting.
  • She has been in the finance industry since 2000 and has gained extensive experience from her work at Accredited Investors and American Express Financial Services. Additionally, as a former National Operations Manager for a division of H&R Block, Julie was responsible for ensuring operating model processes and training for the 400-person nationwide organization.
  • Ms. Gunderson holds a college degree and enjoys her home in Eden Prairie.

Connor J. Oak

Private Wealth Manager
    • Mr. Oak is a Private Wealth Manager with WorkOptional whose responsibilities include market research, financial due diligence, and supporting senior management in all facets of financial plan development for our clients.
    • He has gained a wealth of experience from working as an Investment Banking Analyst at Craig-Hallum Capital Group assisting in equity capital raises and mergers & acquisitions.
    • He holds a B.S. in International Management with an emphasis on Financial Economics from Gustavus Adolphus College where he was a member of the Men’s Basketball Team and finalist in the Gustie Entrepreneur Cup.
    • He lives in St. Louis Park, MN and enjoys spending time outdoors wake surfing, hunting, fishing and traveling. He also enjoys passion assets such as luxury cars and watches.

Susan M. Bang

Controller
  • Mrs. Bang manages all accounting and financial information at WorkOptional as well as overseeing all payroll, banking and purchasing activity.
  • She ran her own Ski School at Powederhorn Mt. Resort in Upper Michigan for 20 years. In addition, she managed lodging at the resort for 9 years.
  • Mrs. Bang has an associates degree in business management from Gogebic College. Mrs. Bang enjoys Minneapolis where she is close to family and enjoys spending time with her grandchildren.

James P. Bujold

Technology Consultant
  • Mr. Bujold oversees CRM and technical operations as the Chief Information Officer of WorkOptional Inc.
  • He is an invaluable source of decision-making information. Before coming to WorkOptional, Mr. Bujold managed a highly successful retail bicycle shop, started and managed a bicycle taxi business, and served as captain of a 50-foot yacht.
  • He holds a degree in Sociology from UW Madison. James brings an important big-picture perspective to our team with the ability to drill down to detail as needed.
  • He lives in Minneapolis, MN with his wife and two kids.