Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Featured Team Member

Randall W. Thiel is a Financial Advisor that has acquired the necessary registration in securities and licensing in insurance products to provide advice and direction in the complicated world of investments. Randall is a life-time...

Dave Edelman

Dave began his career in Financial Services nine years ago with a national financial institution as a Loan Officer and Sales Manager in residential lending. As a Financial Advisor, Dave is dedicated to educating clients and providing...

David L. Murdock

David Murdock began his financial services career in 1993 with New England Financial. Prior to coming to New England, Dave earned his CPA designation as an auditor with McGladrey in the Bloomington, Minnesota office. The experience as...

Ellie Meenan

Ellie Meenan joined our Servion Financial Advisors team in 2018, and has over 25 years of experience working in the financial industry.

Jeffrey Stohr

For over 16 years Jeff has helped people with Annuity and Retirement Solutions in the Minnesota Region. He works closely with each client to create a personalized strategy that fits their short and long-term goals. Knowing that...

Grant Prader

Grant is a recent graduate from the University of Minnesota Duluth Campus. He majored in business and looks forward to learning the industry and servicing our clients.

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