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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Dave Edelman

Financial Advisor

(651) 765-6787

Dave started his financial services career in 2004 and has focused on helping his clients prioritize what is most important now and in the future. He guides them to take the appropriate step to reach their goals. He works with...
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David L. Murdock

Financial Advisor

(651) 765-6778

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...
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Jeff Stohr

Financial Advisor


For over 21 years, Jeff has helped people with planning and retirement solutions.    He works closely with each client to create a personalized strategy that fits their short and long-term goals. Knowing that investing...
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Randall W. Thiel

Financial Advisor

(651) 787-9534


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...
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Ellie Meenan

Registered Administrative Office Manager



Ellie Meenan joined our Servion Financial Advisors team in 2018 and has over 35 years of experience working in the financial industry. She brings a broad knowledge base to our team and clients. 
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