Financial Services Representatives
Our Financial Services Representatives will work closely with you to understand your unique situation and goals, and provide you with solutions to help you prepare for your future.

Jeffrey (Jeff) Albin
Financial Planner

Omar Azeez
Managing Director

Reva Zhao Azeez
Managing Director
Office:
713-402-3855
Josh Bach
Managing Director

Matt Bettenhausen
Financial Planner
Office:
402-421-1223
Carmen Black
Financial Planner
LUTCF®
Office:
515-276-6556
Richard A. Blessing
Financial Planner

Jeremy Bosch
CERTIFIED FINANCIAL PLANNER® professional
CFP®
Office:
612-492-9383
Michael Botts
Financial Planner

Bruce Bremer
Financial Planner
LUTCF®
Office:
612-492-9326
John Byers
Financial Services Professional
Office:
612-492-9327
John E. Carlson
Financial Services Professional
Office:
701-837-8080
Raza Chawdhary
Financial Planner
Office:
832-687-7291
Jason DeKeuster
Financial Planner

John Desmond
Financial Advisor
Office:
515-608-6120
Patrick Domann
Financial Planner
Office:
515-457-3338
Lynn Elmer
Financial Planner
Office:
952-542-0770
Sahand Elmtalab
Managing Director
CLU®, ChFC®, CFP®, MBA
Office:
612-492-9334
Max Erickson
Financial Services Professional
CLU®, ChFC®, CASL®

Michael Erickson
Financial Services Professional
Office:
406-265-1490
Frank Fasano Jr.
Financial Planner
Office:
515-608-6082
Joseph Feldmeier
Financial Planner
CFP®

Adam Folkerts
Financial Planner
Office:
319-352-8871
Huey Chian (Paul) Foo
Financial Planner
Office:
515-360-1394
Steven Gengler
Financial Services Professional
LUTCF®
Office:
712-251-0103
Anthony (Tony) Gleason
Financial Planner
Office:
763-416-4848
Daniel Goldsmith
Financial Planner
CFP®, RICP®, ChFC®
Office:
612-492-9317
Dwight Hakala
Financial Planner
ChFC®
Office:
515-975-4621
Joseph (Joe) Haman
Financial Planner
Office:
701-232-3888
Steven Hamilton
Financial Services Professional
ChFC®, CLTC, CLU®
Office:
563-333-3741
Kyler Harder
Managing Director
CFBS

David Hogen
Financial Planner
Office:
612-492-9394
Matthew (Matt) Hoger
Financial Planner

Patrick Holmay
Financial Planner
Office:
952-258-5222
John Jacobson
Financial Planner
Office:
952-258-5033
Joe Jenkins
Financial Planner
CFP®, ChFC®, CLU®, RICP®, CAP®

James (Jim) Jensen
Financial Services Professional

Rod Jewell
Financial Planner
CLU®, CFBS, CLTC

Audrey Johnson
Financial Planner
CFBS

Beth Johnson
Financial Planner
Office:
612-330-4698
Gary Johnson
Financial Planner
CLU®, ChFC®

Terrill (Chip) Johnson Jr
Financial Planner
CFP®, ChFC®, CLU®, ChSNC™

Nathan Kaiser
Financial Planner
Office:
701-526-4483
Randall (Randy) Kantack
Financial Services Professional
LUTCF®
Office:
605-225-9011
Jon Kattke
Senior Wealth Advisor
Office:
952-258-5103
David (Dave) Keller
Financial Planner
Office:
612-492-9360
Tyler Kraft
Financial Planner
Office:
701-297-2480
Casey Kreatz
Financial Planner
Office:
952-769-2144
Lucas Krier
Financial Planner
Office:
919-755-3100
Ronald Koehler
Financial Planner
ChFC®, LUTCF®
Office:
309-343-1174
William (Bill) Larson
Financial Planner
Office:
402-343-8309
Rory Lea
Financial Advisor
Email:
rlea@financialguide.comOffice:
952-769-2154
Christopher Lee
Financial Planner
Office:
308-882-5079
Danny Lichtblau
Financial Planner
Office:
952-258-5014Genesis Loera
Financial Planner
CFP®

Carl Lottman
Financial Planner

Martin (Marty) McAlpin
Financial Planner
Office:
612-492-9361
Mike McConachie
Financial Planner
CFP®, CRPC®, AIF®
Office:
952-258-5092
Thomas (Tom) McCoy
Financial Planner
CLTC

Patrick (Pat) McNair
Financial Advisor
ChFC®, CLTC, CLU®
Office:
402-489-1003
Gerald M. Melnychuk
Financial Services Professional
CLU®

Daniel Meredith
Financial Planner
Office:
563-326-6261
Roya Moltaji
Financial Planner
CAP®, CASL®, CFP®, ChFC®
Office:
612-330-4685
Patrick Mulcahy
Financial Advisor
CFP®, ChFC®, CLU®, RICP®
Office:
515-457-3325
Faris Nagle
Financial Planner
CFP®
Office:
952-769-2123
Thomas A. O'Hara III
Financial Advisor
Office:
402-343-8326
Patrick Olsen
Financial Services Professional

Douglas (Doug) Osborne
Financial Planner
CFP®, ChFC®, CLU®
Office:
406-252-4623
Nick Pariseau
Financial Planner
Office:
651-371-6518
Grant Piller
Financial Planner
CFP®, LUTCF®
Office:
952-258-5157
Scott Plathe
Financial Planner
Office:
712-279-7959
Jesse M. Polk
Financial Planner

Carter Reese
Financial Planner
Office:
612-330-4648
Christopher Riggs
Financial Planner

William Rodgers
Financial Planner
Office:
612-330-4680
Steve Rowan
Managing Director
CRPC®

Dennis Rustad
Financial Planner
Office:
515-608-6099
Harold (Hank) Ryley
Financial Advisor
Office:
563-549-6120
Matthew Schade
Managing Director
Office:
919-755-3052
John Scheidler
Financial Advisor
Office:
952-769-2115
Troy Sheets
Financial Planner
Office:
563-326-6261
Christopher L. Shuck
Financial Planner
CASL®, CFP®, CLU®, ChFC®

Adam Skartvedt
Financial Planner
Office:
612-330-4660
William (Bill) Sloan
Financial Planner
ChFC®, CLU®
Office:
507-424-0960
Dennis Smith
Financial Services Professional
Office:
563-326-6261
Ryan G. Solma
Financial Planner

Domenica Stuckey
Financial Planner
Office:
919-755-3058
Scott Sundet
Financial Planner

Brock Tallakson
Financial Planner
Office:
701-526-4482
Andrew Thomas
Financial Planner
Office:
309-343-1174
Andrew Todd
Managing Director
Email:
atodd@financialguide.comOffice:
612-492-9305
Daniel Turnmeyer
Financial Planner
CFS, ChFC®, MBA

Alex Vasichek
Financial Planner

Jesse Voth
Financial Planner
Email:
jvoth@financialguide.comOffice:
701-557-7889
Charles (Chuck) Wayne
Financial Planner
Office:
612-242-9170
Frederick Welch
Financial Planner
Office:
952-769-2127
Andrew (Andy) Welsh
Financial Planner
Office:
402-385-2449
Raymond Welsh
Financial Planner
RICP®

Shawn Wermerskirchen
Financial Planner
CASL®

Jim White
Financial Planner
Office:
563-549-6122
Raymond Wickham
Financial Planner
Office:
919-755-3053
Mark Wolpert
Financial Advisor
CASL®
Office:
952-769-2128
Schuyler Woodhull
Financial Planner
Office:
651-207-6952
Joe Zandlo
Financial Planner
Office:
612-492-9353MassMutual Central US
Minneapolis, MN 55402