Latest Stories

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…

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…

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…

Derek Nyvold is a dedicated financial advisor committed to helping individuals and families achieve financial stability and reach their financial goals. Born and raised in Maple Grove, Derek spent much of his time in the Brainerd Lakes area, fostering a deep appreciation for the community. He earned his Bachelor of Science in Accountancy from Minnesota…

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…

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,…