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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™

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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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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Dawn Pfannkuch

Marketing/Communications

Dawn joined our Rochester office in November 2014. She works with scheduling…

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Julie Schneider

Client Service

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

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