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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…

For over 25 years, David Wolfe has been a well-respected financial advisor in the Minneapolis-St. Paul area. He specializes in working with individuals who are at different stages of retirement planning. David assists those who are approaching retirement age or are already retired, as well as investors who are just starting to plan their retirement…

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…

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…

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…

As a financial advisor, Aleasha believes effective financial planning begins with a strong and lasting relationship. Before recommending a strategy, she takes the time to listen—to understand each client’s story, priorities, concerns, and vision for the future. By building relationships grounded in trust, open communication, and mutual respect, she strives to help clients feel understood,…

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…

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…