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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…

  • 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…

  • 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…

  • Rory Bluhm

    March 16, 2026 |

    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…

  • Aleasha Browen

    March 16, 2026 |

    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,…

  • Aaron Meissner

    March 16, 2026 |

    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…

  • Michael Erickson

    March 16, 2026 |

    Michael grew up in Bloomington, MN and graduated from the University of Minnesota with a bachelor’s degree. Prior to becoming a financial advisor, Michael worked in Information Technology. Having been raised by an educator and financial planner, Michael understands the importance of education and planning. In addition, he understands that everyone has unique long term and short-term goals. Michael resides in…