Latest Stories

As part of EFS, our first responsibility is making sure you are satisfied. We work together to understand and identify your life’s goals. We then systematically analyze your unique situation to implement an objective wealth plan to help you reach your goals. Tyler is committed to a stream-lined process that can be adapted to your…

Rory, a native of Lindstrom, Minnesota, graduated from St. Cloud State University with a Bachelor of Science in Finance along with a minor in Business Computer Information Systems. He obtained his MBA in Finance from the University of St. Thomas in 2005.  He spent 11 years in the investment world with various financial institutions before…

Aaron graduated Summa Cum Laude from Bethel University in St. Paul with a B.S. in Accounting and Finance. Having grown up in the home of a Financial Advisor, Aaron received plenty of financial advice (both solicited and unsolicited), giving him valuable insight into the needs of his clients. Coupling this with his experience in the…

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…

Greg has a heart for people and understands the challenges they face in today’s world. Guided by decades of experience and expertise in the financial industry, Greg has developed a consistent business of educating clients so they can make sound financial decisions for their future. He is dedicated to covering all aspects of the financial…