Latest Stories

Insights that empower your financial journey.

Featured Posts

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…

  • Tyler Frost

    March 16, 2026 |

    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…

  • Shawn McIntyre

    March 16, 2026 |

    As a graduate of the University of Wisconsin River Falls, Shawn has been in the financial services industry for 20+ years. Throughout his career, Shawn has developed in-depth knowledge of the financial services industry by working with clients ranging from individuals to institutions. Shawn also understands the unique needs of educators because his father is…

  • 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…

  • Gregory J Burkhart

    March 16, 2026 |

    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…

  • Ryan Gatzlaff

    March 16, 2026 |

  • Elizabeth Mason-Doubet

    March 16, 2026 |

    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…

  • Samantha Simons

    March 16, 2026 |

    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,…