Our relationship with Securian Financial Services gives us access to the experience and resources of a national financial services leader. We work actively with the professionals at Securian to bring you a wide range of financial solutions.
Investment Resource Group
Jeffrey McGrath, CFA, AIF®
Director, Investment Resource Group
Jeff leads the Securian Investment Resource Group, a team of highly experienced professionals who help support our firm by providing portfolio consulting and identify investments that meet rigorous due diligence standards and offer an objective approach that focuses on long-term results.
Business Owners and Estate Planning
Andrew O’Brien, J.D., CFP®, CLU
Director, Client Solutions Group
Andy leads the Client Solutions Group at Securian, providing our firm with strategies on estate planning and financial solutions for business owners.
Securian Trust Company
John Rothchild, J.D., MBA
Vice President, Senior Wealth Management Counsel
John provides expertise in the areas of trust, estate and tax planning strategies.
Sean McTeague, CFP®
Senior Financial Planning Specialist
Sean and his colleagues on the Securian financial planning team help our advisors meet your financial planning needs. The team consults on strategies, creating financial plans and effectively using planning tools to best assist you.
The Retirement Solutions Group and this team provides consulting and case design on retirement plans and college funding strategies.
Dale Flanagan, ChFC®, AIF®
Senior Annuity and Life Insurance Specialist
Dale offers our firm deep knowledge on annuity product solutions to help meet our clients' needs and goals. He also provides expertise on case design, marketplace updates and product education.