Latest Stories

David began his career in the financial services industry over 20 years ago and joined EFS Advisors in 2008, where he specializes in helping individuals at different stages of the retirement planning process. A graduate of the University of Minnesota – Duluth, he received a degree in business and currently holds his Series 6, 63…

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…

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…

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,…