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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…

  • Shobi Samuel

    March 16, 2026 |

    Born in India and raised in West Bend, Wausau, and Sun Prairie, Shobi Samuel proudly calls Wisconsin home. Inspired by his parents—a teacher and a pastor—he developed a deep commitment to service and education. With over a decade of experience in financial services and holding Series 6, 63, 65, and insurance licenses, Shobi specializes in…

  • 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…

  • Todd Opdahl

    March 16, 2026 |

    Todd grew up in West Fargo, ND and graduated from Moorhead State University. He currently resides on Chisago Lake with his wife. As a licensed financial advisor for over 35 years, Todd’s clients hire him to design and implement a comprehensive wealth management strategy tailored to support their financial well-being long after their working days…

  • Noah Gindorff

    March 16, 2026 |

    Noah Gindorff got his start in finance at North Dakota State University where he graduated with a degree in accounting and a finance certificate. Noah played football at NDSU, where he was an All-American before a short stint playing professionally for the Seattle Seahawks and Pittsburgh Steelers.   Noah was born and raised by two long…

  • Jeff McCracken

    March 16, 2026 |

    Jeff is a native of North Dakota and resides in West Fargo with his wife Patty. For the past 25 years, Jeff has led a successful residential construction company. Jeff takes pride in his work and is proud of the positive reputation his company has built by making quality and service his number one priorities….

  • 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…