Leadership team
Jeffrey F. Bigler, CLU, ChFC
Investment Advisor Representative
507 288 8131
A focus on professional knowledge, client service, community and industry involvement, and the highest standards of ethics are the cornerstones of building a successful wealth management practice.
Andrew C. Vix, CFP®
Investment Advisor Representative
507 288 8131
Trust, open communication, and the highest level of integrity are the underlying principles that guide Andy's practice.
Keith R. Meyers, CLU, ChFC, CFP
Investment Advisor Representative
Keith is an Investment Advisor Representative for Royal Alliance. He was raised in Cannon Falls, MN and graduated Minnesota State University, Mankato Minnesota in 2001 obtaining his bachelor's degree in Finance and Personal...
Jeff, Andy, Trina and team
Jeffrey F. Bigler, CLU, ChFC
Investment Advisor Representative
507 288 8131
A focus on professional knowledge, client service, community and industry involvement, and the highest standards of ethics are the cornerstones of building a successful wealth management practice.
Andrew C. Vix, CFP®
Investment Advisor Representative
507 288 8131
Trust, open communication, and the highest level of integrity are the underlying principles that guide Andy's practice.
Trina R. Urban
Investment Advisor Representative
507 288 8131
Trina is a Research Analyst with Advanced Financial Consultants. She started in 2000 and came with 10 years experience in the financial planning business.
Noah Pavek
Financial Paraplanner
507 288 8131
John Bigler
Financial Paraplanner
507 288 8131
Ryan Ledebuhr
Financial Paraplanner
Ryan Ledebuhr joined the team of Jeff Bigler, Andy Vix, and Trina Urban in 2021 as a Financial Paraplanner. He assists the advisors in developing client relationships, reviewing profiles, updating client data, and understanding client...
Jacquie Notermann
Registered Assistant
507 288 8131
Jacquie is a Financial and Retirement Plan Associate and joined our team in 2013. She graduated from the University of Wisconsin - La Crosse in 2006 with a Finance degree.
Sarah Knepper
Client Services Manager
Sarah is a Client Service Manager with Advanced Financial. She graduated from Winona State University in 2017 with a degree in Business Administration and Human Resource Management, and she decided to settle in Rochester a year after...
Melanie A. Nordman
Origination and Distribution Specialist
507 288 8131
Melanie is a Research Specialist with Advanced Financial. She graduated from the University of St. Thomas, St. Paul Minnesota in 1986 with an Accounting degree.
Pam Sparks
Client Service and Communications Specialist
With her client facing experience, Pam works directly with clients to ensure our service and communications exceed our client’s expectations.
Glenn Mackenzie and team
Glenn M. Mackenzie
Invesment Advisor Representative
507 288 8131
Glenn is an Investment Advisor Representative for Royal Alliance Associates, Inc. Glenn has worked in the financial services industry for over 25 years.
Derek Carter
Investment Advisor Representative
Derek was raised in Red Wing, MN and has lived in Rochester since 2015. Derek joined Glenn Mackenzie’s team and Advanced Financial Consultants in 2017. Focusing on solutions for families in the areas of life insurance, individual...
Laura Hutton
Client Service Representative
Laura is a Client Service Representative for Advanced Financial. She has been with Advanced Financial since September of 2020 and came to us with a background in Business Administration. Laura assists with new account paperwork, back...
Keith Meyers and team
Keith R. Meyers, CLU, ChFC, CFP
Investment Advisor Representative
Keith is an Investment Advisor Representative for Royal Alliance. He was raised in Cannon Falls, MN and graduated Minnesota State University, Mankato Minnesota in 2001 obtaining his bachelor's degree in Finance and Personal...
Jared Woodward
Investment Advisor Representative
Jared was born and raised in Cannon Falls, MN. After high school, he graduated Cum Laude with a degree in Finance and a minor in accounting from Minnesota State University, Mankato. During college, Jared worked an internship at the...
Tammy Meyers
Client Service Specialist
Mady Smisek
Client Service Specialist
Mady grew up in Rogers, MN and graduated from Minnesota State University, Mankato in 2020. She obtained a bachelor’s degree in Finance with a Financial Planning and Insurance emphasis. Fresh out of graduation, Mady joined Keith...
AFC Independent Advisors
David M. Thieke, CPFA
Investment Advisor Representative
507 288 8131
David is a Certified Plan Fiduciary Advisor and Investment Advisor Representative for Royal Alliance. He has been in the financial services in industry since 1998. Dave focuses primarily on the 401(k) market with emphasis on aiding...
Kyle A. Voelz
Investment Advisor Representative
507 288 8131
Kyle is an Investment Advisor Representative for Royal Alliance. He was raised in Morgan, MN and graduated from Augsburg College in Minneapolis, Minnesota in 2005. Kyle began working in the financial services industry in 2006,...
Mitch Allen, CFP®
Investment Advisor Representative
507 288 8131
Mitch works primarily in the Rochester area, and focuses on wealth management, retirement planning and life insurance.
Daniel W. Charlesworth
Investment Advisor Representative
507 288 8131
Dan works primarily in the Rochester area, where he was born and raised. His specialty is working with young individuals and families to help them build a customized financial plan...
Jeffrey T. Pierce
Invesment Advisor Representative
952 361 0704
Jeff is an Investment Advisor Representative for Royal Alliance. He earned a degree in Education from Baker University in 1988. Jeff began his career in the financial services industry in 1996. He is currently Owner of Jeff...
Support Staff
Edee J. Cranston
Office Manager
507 288 8131
Kirstyn A. Yochim
Client Services Representative
507 288 8131
Kirstyn is a Client Service Representative for Advanced Financial. She has been with Advanced Financial since 2007 and came to us with a background in banking.
Amy Lacine
Client Service Representative
507 288 8131
Amy is a Client Service Representative and has worked with Advanced Financial Consultants in various roles since 2013. She is from Rochester, MN and attended Winona State University graduating with a B.S. in social work. Amy assists...
Terry Lindholm
Client Service Representative
Terry has worked with Advanced Financial Consultants since the Fall of 2020. She is from Rochester, MN. She assists with client paperwork, life insurance and general office support. Terry and her husband have 3 adult children, 2...