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  • betsy cox CFP®

    betsy cox CFP®

    financial consultant

    golden, co

  • petros koumantaros CPFA

    petros koumantaros CPFA

    consultant

    tacoma, wa

  • kyle nelson

    kyle nelson

    relationship manager · retirement

    albert lea, mn

  • mandie scott AIF®

    mandie scott AIF®

    consultant

    overland park, ks

  • connor peterson J.D.

    connor peterson J.D.

    financial consultant

    albert lea, mn

  • brandon budd AIF® RICP®

    brandon budd AIF® RICP®

    consultant

    overland park, ks

  • brad arends J.D.

    brad arends J.D.

    co-founder & ceo

    albert lea, mn

  • lynn kermes AIF® CPFA

    lynn kermes AIF® CPFA

    senior consultant

    albert lea, mn

  • devin reimer

    devin reimer

    personal financial management consultant

    pella, ia

  • abbey arends

    abbey arends

    marketing · business development

    eden prairie, mn

  • grant arends AIF®

    grant arends AIF®

    co-founder & president of retirement services

    overland park, ks

  • tom singsank CGMA

    tom singsank CGMA

    chief financial officer

    eden prairie, mn

  • amanda arends

    amanda arends

    director of marketing

    eden prairie, mn

  • scott wightman, CFA®

    scott wightman, CFA®

    cio of personal financial management

    overland park, ks

  • paul wick, CFA®

    paul wick, CFA®

    cio of retirement services

    eden prairie, mn

  • sam matheson CPFA

    sam matheson CPFA

    relationship manager · retirement

    eden prairie, mn

  • sue larson

    sue larson

    office manager · human resources

    albert lea, mn

  • nick madl CFP® CRPS®

    nick madl CFP® CRPS®

    consultant

    overland park, ks

  • carla leegaard

    carla leegaard

    office manager

    lake mills, ia

  • matt twedt CFP® CLTC®

    matt twedt CFP® CLTC®

    president of personal financial management

    lake mills, ia

  • david busselman CFP®

    david busselman CFP®

    personal financial wellness consultant

    eden prairie, mn

  • lindsay stout

    lindsay stout

    financial advisor

    pella, ia

  • stephanie musser

    stephanie musser

    relationship manager · group insurance

    albert lea, mn

  • kevin dulitz AIF® CRPS®

    kevin dulitz AIF® CRPS®

    vice president of employee benefits

    albert lea, mn

  • amy hanke

    amy hanke

    accounting specialist

    albert lea, mn

  • mandee smith

    mandee smith

    administrative assistant

    lake mills, ia

  • logan tufte

    logan tufte

    relationship manager · group insurance

    albert lea, mn

  • brian westemeyer AIF®

    brian westemeyer AIF®

    senior conaultant

    overland park, ks

  • sianna thompson

    sianna thompson

    administrative assistant

    overland park, ks

  • claire harvey

    claire harvey

    client service specialist

    overland park, ks

  • karen wangsness

    karen wangsness

    administrative assistant

    lake mills, ia

  • jeff belton AIF® CPFA

    jeff belton AIF® CPFA

    financial consultant

    dallas, tx

  • nick austin CPFA

    nick austin CPFA

    consultant

    albert lea, mn

  • joel twedt ChFC® CLTC®

    joel twedt ChFC® CLTC®

    personal financial management consultant

    lake mills, ia

  • jeff thorstad

    jeff thorstad

    graphics and web development

    albert lea, mn

  • nick ayre

    nick ayre

    director of athlete management

    overland park, ks

  • colby cunningham

    colby cunningham

    relationship manager · group insurance

    albert lea, mn

  • nicholas holmes AIF®

    nicholas holmes AIF®

    chief compliance officer

    golden, co

  • justin wetz

    justin wetz

    financial advisor

    pella, ia

  • ginger

    ginger

    company spokeswoman

    albert lea, mn

  • jared goforth

    jared goforth

    relationship manager - retirement

    albert lea, mn

  • ashlyn evans

    ashlyn evans

    client support | front desk manager

    albert lea, mn

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