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Meet the Team

A skilled financial advisor can make all the difference for your level of confidence and success during the most rewarding and most challenging times of your life. Our team is here to take care of you and we have the skills, strategies and resources to do so.

Dan Kutzke

CHFC, AIF®, RICP® FINANCIAL ADVISOR

Dan has been in the financial services industry since 1982 and is…

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Andy Lucking, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

Andy has worked in the wealth management industry since 2002. He specializes…

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Mark Kutzke

Financial Advisor

Mark has over a decade of experience working in the wealth management…

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J.R. Hillemeier

Financial Advisor

J.R. began his career as a financial professional in 1989 and has…

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Chris McKern

Financial Advisor

Chris helps farmers and businesses with all of their tax and financial…

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Kirsten Keefe

Financial Advisor

Kirsten Keefe joined our office in August of 2021 and has been…

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Beth Luckey

Registered Assistant

Beth joined our Rochester office in 2004. In her role as registered…

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Lori Schlitter

Office Administrator

Lori joined our firm in 2006. She works with participants and sponsors…

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Julie Schneider

Client Service

Julie is a service specialist in our Kasson branch. She provides assistance…

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Rachel Hart

Marketing & Communications Specialist

Rachel joined our office in June of 2022 as a Marketing and…

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