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.
Securian Trust Company
John Rothchild, J.D., MBA
Senior Wealth Management Counsel
John provides expertise in the areas of trust, estate and tax planning strategies.
Financial Planning
Sean McTeague, CFP®
Financial Planning Consultant
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.
Retirement Planning
The Retirement Solutions Group and this team provides consulting and case design on retirement plans and college funding strategies.
Annuities
Dale Flanagan, ChFC®, AIF®
Senior Annuity and Mutual Fund Consultant
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.
