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…
Andy Lucking, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Andy has worked in the wealth management industry since 2002. He specializes…
Mark Kutzke
Financial Advisor
Mark has over a decade of experience working in the wealth management…
J.R. Hillemeier
Financial Advisor
J.R. began his career as a financial professional in 1989 and has…
Chris McKern
Financial Advisor
Chris helps farmers and businesses with all of their tax and financial…
Rick Decker, CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Rick believes that no two financial journeys are the same. That’s why…
Beth Luckey
Registered Assistant
Beth joined our Rochester office in 2004. In her role as registered…
Lori Schlitter
Office Administrator
Lori joined our firm in 2006. She works with participants and sponsors…
Julie Schneider
Client Service
Julie is a service specialist in our Kasson branch. She provides assistance…
Giavanna Accardo
Operations & Communications Specialist
Giavanna joined our office in May 2023 as our Operations and Communications…