Broker Check



Jon Marker, CLU

Financial Advisor

(612) 746-2261

With over 20 years as a Financial Representative, Jon is committed to providing each of his clients with strong, successful financial solutions that are individually tailored to their particular needs and goals. Whether you are...

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Stephen Shealy

Investment Specialist

As the Investment Specialist, Stephen Shealy reviews client portfolios and advises on investment strategy and related products/services, including mutual funds, ETFs, college savings, variable annuities, 401(k)s and separate account...
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Linda Bartlett

Life Insurance Specialist

Linda Bartlett has been active in the financial services industry since 1990. In her current role as Life Specialist, she provides support in business succession planning, executive benefits, and estate planning. Linda is a Past...
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Dale Forsythe

Disability Insurance Specialist

Dale Forsythe is a Disability Insurance Specialist with over thirteen years of experience in the field. In his work with individuals and businesses, Dale analyzes risks in order to design and implement solutions which protect clients’...
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Steve Shafer

Health Insurance Specialist

Steve Shafer has nearly 30 years of experience in employee benefits. He now works with business owners to design and implement health insurance plans for the benefit of employees and provides superior customer service and support.
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