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2770 Commerce Drive Northwest, Rochester, MN 55901

507-288-4248
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Advisors

Kyle Voelz

Kyle A. Voelz

Investment Advisor Representative

507-288-4248

507-288-8131

Mitch Allen

Mitch Allen, CFP®

Investment Advisor Representative

507-288-4248

507-288-8131

Kirstyn A. Yochim

Kirstyn A. Yochim

Client Services Representative

507 288 4248

507 288 8131

Amy Lacine

Amy Lacine

Client Service Representative

507 288 4248

507 288 8131

Terry Lindholm

Terry Lindholm

Administrative Support Associate

507-288-4248

507-288-8131

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.