The Team

There are many details that go into designing, building and updating your custom financial plan. Behind each step of that process is a team of specialized individuals who are dedicated to helping you build your financial peace of mind.

 

Leadership

Bob Erkel , CLU®, ChFC®, CFP®

Wealth Management Advisor

Office 952-447-6047


Email

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Kathy Erkel , CLU®, ChFC®

Chief Operating Officer

Office 952-447-9772


Email

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Advisor

Ethan Ruesink

Advisor

Office 952-447-6047


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The Team

Char Lent

Director of Client Relations

Office 952-447-9776


Email

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Jean Raduenz , B.A.

Director of Investment Operations and Services

Office 952-447-9774


Email

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Robyn Erkel , B.A.

Director of Wealth Management Services

Office 952-447-9775


Office 952-447-6047


Email

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Steven Erkel , B.A.

Director of Planning Services

Office 952-447-9773


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Kevin Milton , MBA

Operations and Investment Support Manager

Office 952-447-6047


Email

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