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Plan for Retirement with Confidence

December 23, 2025

As the end of 2024 quickly approaches, have you considered how your financial future will look? Retirement planning may seem distant, but it’s important to take action now. Retirement is more than just stopping work – it’s about securing the financial freedom to enjoy your later years. Are you prepared for the financial hurdles that…

What is a Mutual Fund Share Class and Why it Matters

December 23, 2025

Mutual funds are a type of investment that allows investors to pool their money with other investors in order to buy stocks, bonds, and other investments.  Mutual funds are run by professional money managers, and there are many different types of mutual funds that have different features and risk levels. Within each mutual fund, there…

  • Roger Pogorelc

    March 16, 2026 |

    Roger is a true Iron Ranger. He was born and raised in Chisholm and has also lived in Virginia, Nashwauk, and Hibbing. Roger currently resides in Grand Rapids but offices in Chisholm. Roger holds a bachelor’s degree in finance from Bemidji State University. In addition to his degree, Roger also taught for a year in…

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  • Jesse Babich

    March 16, 2026 |

    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…

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