Amy works directly with our clients to ensure that they receive exceptional service and a positive experience. She serves as a liaison between our financial advisors and clients. She is the first team member you should contact if you have any questions regarding your financial planning process, service issues, or scheduling. She will make sure the proper team member responds to your request. Amy values spending time with her family and enjoys as much recreational time on the lake as possible.
MEET THE TEAM
Steve, Chris, and Justin are Registered Representatives and Investment Advisor Representatives of Securian Financial Services Inc.
OUR COMMITMENT TO YOU
About Our Team
We provide comprehensive financial advice and analysis in the context of a long-term relationship with you. Through our experience, we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where we can help you achieve your financial and lifestyle goals.
What You Can Expect
You can expect that we will consistently and responsibly perform all services related to the provision, review, and ongoing monitoring of your financial solutions.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Securities and investment advisory services are offered through Securian Financial Services Inc. member FINRA/SIPC.