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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…

  • Alex Rootes

    March 16, 2026 |

    Alex grew up in Maple Grove, Minnesota, and attended St. Cloud State University where he received a Bachelor of Science degree in Elementary Education. Alex then taught in three different school districts, giving him the opportunity to interact with a broad variety of educational professionals and come to an understanding of their equally varied needs…

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  • Adell Hargreaves

    March 16, 2026 |

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  • Joe Batkiewicz

    March 16, 2026 |

    Joe was born and raised in Northeast Minneapolis and currently lives in the Saint Paul. He earned his Bachelor of Science degree in engineering from the University of Minnesota and was a Process Engineer for 10 years at a Minnesota paper mill. Joe brings 20 years of industry experience and provides comprehensive financial services to…

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