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