Robert Ward ChFC, RICP, CLTC, FIC
Oaks Financial Services
robertw@oaksfs.com
(952) 232-7786
oaksfs.com
Bob is a Financial Architect. Working collaboratively with individuals, businesses and other professionals, he develops comprehensive strategies and plans, based on the client’s most important goals. He addresses concerns surrounding the distribution of retirement assets, reducing taxes, and tax- and estate-efficient strategies to invest money coming from a job loss, retirement or death.
Insurance products and services are offered through Oaks Financial Services LLC. Investment advisory services offered through Fountain Financial Group, Inc. a Registered Investment Advisor in the states of Arizona and Minnesota.
Benjamin Fox
Scarecrow Trading Inc.
benfox@scarecrowtrading.com
(952) 250-7463
scarecrowtrading.com
Ben provides operations, analytic and product consulting for Scarecrow Trading and other selected PFRG companies. Ben is responsible for publishing product updates that produce value added information for customers and prospective customers.
Carrie Renner JD
Provision Law Firm
carrie@provisionlawfirm.com
(952) 563-0152
www.provisionlawfirm.com
Carrie focuses her practice on estate planning, cabin succession planning, probate, guardianship and conservatorship cases. She values the uniqueness of every family and strives to create plans that are designed specifically to meet their unique goals.
Dennis Beck CLU, ChFC
Professional Resources Network LLC
dennis@prngroup.net
(612) 978-8696
prngroup.net
Dennis focuses on helping individuals and businesses reduce taxes, protect assets, increase income and net worth. His specialty is advanced knowledge of how people can utilize the tax efficient and tax-free benefits of life insurance.
Kimberly Hanlon
Lucere Legal
kimberly@lucerelegal.com
(612) 206-3701
lucerelegal.com
Kimberly brings clarity, confidence, and peace of mind to entrepreneurs and small-business owners in regard to business legal problems. She is the co-founder of Lucēre Legal, LLC and she focuses her practice on helping with business start-ups, contract review and drafting, trademarks and copyrights, asset protection, lawsuits, business succession planning, and buying and selling businesses. She is also the author of two books, including The Minnesota Small Business Owner's Legal Survival Guide, a plain-English guide that puts the most common business legal issues on your radar, with enough information for you to be on alert for when you may need to get some professional advice.
Jennifer S. Stevens JD
Proactive Estate Planning Legal Svs., PLLC
jstevens@proactiveestateplanning.com
(952) 270-0642
Jennifer Stevens is an estate planning attorney who helps people live, age and die with confidence and peace of mind, knowing that they have done the planning needed to communicate their life choices clearly to those they hold dear. She creates an estate plan for her clients enabling them to put trustworthy people in place to direct their medical treatment & manage their finances if ever incapacitated, and distribute their assets in a manner that minimizes the chance of family conflict, litigation, tax exposure and administrative expense when they die. She also advocates for seniors and educates them on community resources and services available to them.
David R. Mortensen JD
KRETSCH LAW OFFICE, PLLC
dmortensen@kretschlaw.com
(952) 746-5667
kretschlaw.com
David focuses his practice on all aspects of transactional and litigated matters related to real estate, land, and property. He has extensive experience guiding his clients through the purchase and sale of residential, commercial, and investment properties, as well representing and advising both landlords and tenants on lease and rental issues. David also handles a wide variety of contested disputes, including title and boundary issues, zoning, property tax, sale disclosures, foreclosure, partition, and financing and loan default. He has also served as an adjunct professor at the University of Minnesota Law School since 2006, where he teaches legal writing and advocacy to first year law students.
Dominic DesMarais
FAIRWAY INDEPENDENT MORTGAGE CONSULTANTS
dominicd@fairwaymc.com
(952) 797-6032
teamdominic.com
Dominic DesMarais was raised on a cattle farm between the Minnesota cities of Buffalo, Monticello and Maple Lake. Growing up the youngest of six, with parents who lived through the depression era, gave Dominic "old" values. His father fought in the Pacific theater of World War II, giving him great respect for veterans. The buying and selling of livestock gave him an entrepreneurial spirit that is a value behind everything he is involved in.
Scott Thomas
ASSET LIFE SETTLEMENTS, LLC
sthomas@alsettlements.com
(407) 413-8661
assetlifesettlements.com
Scott Thomas is a co-founder of Asset Life Settlements. He helps agents and their clients sell unwanted life insurance assets in the secondary market for the highest possible value. As one of the industry’s most experienced life settlement professionals, Scott takes a hands-on approach in assisting financial advisors, estate attorneys, and CPAs whose clients are seeking the highest possible value for their life insurance policies.
Young Bebus, MBA, BCA, CM & AP
VR Business Brokers, Mergers and Acquisitions
youngb@vrtwincities.com
651-330-1767
Young is the Owner, Managing Broker, Business Certified Appraiser, and Certified M&A Professional at VR Business Brokers, Mergers and Acquisitions. She specializes in mergers, acquisitions, and business appraisals of privately held businesses across diverse industries. VR provides confidential representation with nationwide outreach, offering comprehensive services for mergers and acquisitions, including the divestiture of privately held businesses.
David Paul, CPA
Carpenter, Evert & Associates, Ltd.
david@carpenterevert.com
952-465-0283
David is the Tax Manager and head of all tax services with Carpenter, Evert & Associates, Ltd. David focuses on tax preparing, consulting and planning for individuals, corporations, partnerships, estates and exempt organizations. He spends the most time working with business owners and real estate investors.
Andy Schmitz
Mulberry Business Solutions
andy@andyschmitzagency.com
651-371-9191
Andy is the Co-Owner of Mulberry Business Solutions and is a Commercial Insurance Specialist. He develops tailor-made solutions that helps businesses safeguard their assets, protect their employees, and, most importantly, let them sleep at night. He helps companies identify blind spots in their insurance coverage and fixes them before they become headaches.
Jeff Boyle
Scale Bank
jeff.boyle@scale.bank
952-830-7215
As the VP Commercial Loan Officer at Scale Bank, Jeff enjoys the wide variety of businesses with which Scale Bank works. Scale clients include businesses ranging from start-ups to those with up to $75+ million in sales. Jeff joined the staff at Scale Bank in 2001. The team approach to commercial banking and the service philosophy to do whatever it takes to help clients make Scale Bank excellent fit.