1109 115th Avenue Northeast,
Financial Advisor / Founder
Al holds a Series 6 & Series 63 designation as well as Life & Health designations.
"I am energized by being a Life-Centered Financial Planner. Helping clients identify and answer questions, that will help them live their best life."
Al has been in the financial services industry since 1987. Al approaches his work as an Advisor as a life-long relationship. Al will walk clients through every step of the process. Listening to stories and life experiences to better understand his clients and then develop a financial plan to meet life's goals. The plan being both tax efficient and matching risk tolerance.
Al resides in rural Foley with his wife, Mary. Al & Mary have seven children and four grandchildren. They provided foster care for 17 years. Al has been involved in coaching and mentoring for over three decades.
Non-Registered Assistant | Insurance | Marketing | Client Services
Michael currently holds a Life Insurance designation and enjoys assisting clients with their Life Insurance needs as they may fit in their comprehensive goals.
Michael has passed the Securities Industries Essentials (SIE) exam.
Michael brings a deep desire to assist clients in their financial goals and to hear their story.
Michael is a life-long resident of Central MN, and currently resides in the rural Foley area with his wife, Andrea, and their 4 children: Malachi, Magnus, Alma and Adeline. When not assisting clients, Michael can be found fishing, hunting, or enjoying MN State Parks with his family.