Team Meet the Advanced Financial family! Jeffrey F. Bigler, CLU, ChFC Invesment Advisor Representative 507 288 4248 507 288 8131 email@example.com 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. Read more Trina R. Urban Registered Assistant 507 288 4248 507 288 8131 firstname.lastname@example.org Trina is a Research Analyst with Advanced Financial Consultants. She started in 2000 and came with 10 years experience in the financial planning business. Read more Andrew C. Vix, CFP® Investment Advisor Representative 507 288 4248 507 288 8131 email@example.com Trust, open communication, and the highest level of integrity are the underlying principles that guide Andy's practice. Read more Daniel W. Charlesworth Investment Advisor Representative 507 288 4248 507 288 8131 firstname.lastname@example.org 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... Read more Jacquie Notermann Registered Assistant 507 288 4248 507 288 8131 email@example.com 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. Read more Melanie A. Nordman, CPA (inactive) Origination and Distribution Specialist 507 288 4248 507 288 8131 firstname.lastname@example.org 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. Read more Glenn M. Mackenzie Invesment Advisor Representative 507 288 4248 507 288 8131 email@example.com Glenn is an Investment Advisor Representative for Royal Alliance Associates, Inc. Glenn has worked in the financial services industry for over 25 years. Read more David M. Thieke Investment Advisor Representative 507 288 4248 507 288 8131 firstname.lastname@example.org David is a 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 not only the employers, but also... Read more Kyle A. Voelz Investment Advisor Representative 507 288 4248 507 288 8131 email@example.com 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,... Read more Mitch Allen Investment Advisor Representative 507 288 4248 507 288 8131 firstname.lastname@example.org Mitch works primarily in the Rochester area, and focuses on wealth management, retirement planning and life insurance. Read more Edee J. Cranston Office Manager 507 288 4248 507 288 8131 email@example.com Edee is the Office Manager for Advanced Financial. She has worked in the financial services industry for 19 years. Edee is responsible for office management and administrative support. Read more Kirstyn A. Yochim Client Services Representative 507 288 4248 507 288 8131 firstname.lastname@example.org 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. Read more Jeffrey T. Pierce Invesment Advisor Representative 952 361 0707 952 361 0704 JPierce@JeffPierceLLC.com 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... Read more Stacy Myers Registered Representative (800) 299-8455 email@example.com Stacy is a Registered Representative for Royal Alliance Associates, Inc. She is a graduate of the University of Minnesota with a Multidisciplinary Studies Bachelor’s Degree with an emphasis in Business Technology, Social Science... Read more Brian C. Stern, CLU, ChFC, CFP Investment Advisor Representative 952 500 9528 952 746 1382 bstern@BrianSternInc.com Brian is an Investment Advisor Representative for Royal Alliance Associates, Inc. He is a 1991 graduate of University of Wisconsin - Stout, with a degree in Business Administration. Brian has years of experience in a variety of financial... Read more Keith R. Meyers, CLU, ChFC, CFP Investment Advisor Representative 507 263 4830 Keith@keithmeyers.com 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... Read more Jared Woodward Investment Advisor Representative 507 263 4830 Jared@keithmeyers.com 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... Read more Amy Lacine Client Service Representative 507 288 4248 507 288 8131 firstname.lastname@example.org 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... Read more Jake Burt Financial Paraplanner 5072884248 507 288 8131 email@example.com Jake Burt is a new addition to the team of Jeff Bigler, Andy Vix, and Trina Urban. He just recently moved to Rochester from the west side of Michigan. Jake will work alongside other advisers to eventually begin his own practice. Read more Kevin Janssen Life Insurance Producer firstname.lastname@example.org Kevin is a Life Insurance Producer for Advanced Financial Consultants. He graduated from Luther College in Decorah, Iowa in 1993 with a degree in Business Management and a minor in Psychology. He brings with him over 20 years of... Read more Pam Sparks Client Service and Communications Specialist email@example.com With her client facing experience, Pam works directly with clients to ensure our service and communications exceed our client’s expectations. Read more Sarah Knepper Client Services Manager 507-288-4248 firstname.lastname@example.org 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... Read more Have a Question? Name Email Address Question Thank you! Oops!