1400 East Highway 96
White Bear Lake,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we are passionate about educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Advisor
Becky is committed to helping our clients through exemplary customer service and personal relationships.
At Lake Area Financial Services she handles day-to-day needs of our clients, sets appointments, contacts referrals, processes paperwork, supports advisor’s needs and helps organize seminars and marketing.
When she’s not in the office, Becky enjoys her 3 children, fostering dogs and CrossFitting.
LPL Investment Planner
As an Investment Planner for the past 20 years the most valuable lesson I’ve learned is understanding that everyone’s economic and life situation is unique.
Gaining an understanding of my client’s goals and objectives is paramount in putting together a customized plan. This holistic planning approach allows me to offer a variety of services such as; college planning, retirement planning, tax management, estate planning and business planning.
With so many financial products and investments available today, it can be a bit overwhelming. New solutions and products are being brought to the market. It is my goal to educate individuals and provide them with options to help guide them in pursuing their financial plan.
My wife Kathy and I have resided in Roseville, MN for the past 25 years. We have two grown children, Allen and Emily. I was born and raised in Minnesota and graduated from the University of Minnesota.
I welcome the opportunity to meet with you to discuss your specific situation and assist you with your financial goals.
LPL Financial Advisor
I joined the Lake Area Financial Services team in 2019 and serve Lake Area Bank customers at all five branch locations. I believe that the clearest path to financial freedom comes from creating a personal financial plan for yourself or your family. Our purpose at Lake Area Financial Services is to help you develop a plan that puts you on that path to financial freedom. Our process always starts out with an assessment of what your needs are and how we may be able to help you. We understand that your financial situation is unique, and we want to team with you regardless of what stage you are at in your financial journey. Our goal is to give you the opportunity to be better off financially than you were before you met us.
I have passed the Series 7, 31, 63 and 65 exams and am licensed to provide insurance products in the state of Minnesota. In my spare time, I enjoy spending time with my family and watching Minnesota sports. I live in Woodbury, MN with my wife Katy. We have two grown children, Jennifer and Paige. Dale, Becky and I look forward to joining you on your financial journey.