The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Andy Schelitzche, CFP®, ChFC

Andy grew up in Brooklyn Park, Minnesota and graduated from the University of Illinois at Urbana-Champaign where he began his studies in Aerospace Engineering. However, his interest in business and his desire to help people led him to...

Kevin Florey, RICP

Kevin grew up in Superior, Wisconsin and graduated from the University of Wisconsin – Eau Claire with a degree in Accounting. He previously spent more than twenty years with Traveler’s Insurance Co. in St. Paul MN in the...

Theresa Corey

Theresa joined the firm in 2014. She grew up in southwestern Minnesota with 7 sisters and one brother. She earned a Master’s Degree in English from Mankato State University and has worked in executive support for many years,...

Krista Peterson

Krista grew up and went to high school in Eden Prairie, Minnesota. After high school, she moved to Duluth and started college at the University of Minnesota Duluth (UMD). Krista has always had a passion for helping others, and while...

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