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 Financial to bring you a wide range of financial solutions.

Investment Resource Group

Jeffrey McGrath, CFA(R), CTFA 

Investment Services Director & CIO Individual Solutions

Jeff is responsible for all activities performed by the Investment Resource Group, including portfolio consulting, investment due diligence, portfolio management and financial professional support.

Retirement Planning

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 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.

Jeffrey McGrath is a registered representative of Securian Financial Services, Inc. 

Dale Flanagan is a registered representative and investment advisor representative of Securian Financial Services, Inc.