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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…

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…

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…

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…

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…