Latest Stories

Dylan was born and raised in Hibbing, MN, where he developed a passion for sports, particularly hockey. After high school, Dylan graduated from the University of Wisconsin-Superior, majoring in Business Administration. Dylan’s interest in financial services developed when he interned in college for EFS Advisors®. His passion for the industry continued as he worked in…

Mark was born and raised in Minnesota and is currently living in Savage with his wife, Grace, and daughter, Emma. Mark’s commitment to financial planning services is shaped by two major influences. First, his father-in-law and mentor, Jim Lutz, a thirty-year plus veteran in the insurance and securities industries, encouraged Mark to pursue his Series…

As a financial advisor with EFS, Elizabeth specializes in working with individuals in different stages of retirement planning. Her commitment to providing excellent client service has been shaped by two major influences. First, her mentor Dennis Ludwig, a veteran in the financial field, encouraged Elizabeth to obtain her licenses. Second, her business and operations management…

Jesse Babich was born and raised on Minnesota’s Iron Range and graduated from Hibbing High School. He went on to earn a degree in Electrical Engineering from the University of North Dakota. He was a member of the UND solar powered car team. Inspired by his mother’s 30+ year career in education, Jesse has a…

Samantha (Sam) Simons is a financial advisor and client services associate with EFS Advisors. Her career in financial services began in 2007 in the back office of EFS in Cambridge, Minnesota, where she wore many hats and gained valuable experience across the industry. Soon after, she became a licensed financial advisor, earning her Series 6,…

George specializes in working with individuals who have a pension, helping them better understand how their pension fits into their overall retirement plan. He believes people need the education and tools necessary to make informed decisions about their financial future, particularly as traditional pensions become less common. Before becoming a Financial Advisor, George spent 17…