Team

Jeffrey F. Bigler, CLU, ChFC

President, Advanced Financial Consultants

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.

Trina R. Urban

Investment and Portfolio Specialist

507 288 4248

507 288 8131

turban@advancedfin.com

Trina is a Research Analyst with Advanced Financial Consultants. She started in 2000 and came with 10 years experience in the financial planning business.

Andrew C. Vix, CFP®

Associate Partner of Advanced Financial Consultants

507 288 4248

507 288 8131

avix@advancedfin.com

Trust, open communication, and the highest level of integrity are the underlying principles that guide Andy's practice.

Daniel W. Charlesworth

Junior Associate of Advanced Financial Consultants

507 288 4248

507 288 8131

dcharlesworth@advancedfin.com

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...

Jacquie Notermann

Financial & Retirement Plan Associate, Signator

507 288 4248

507 288 8131

janotermann@advancedfin.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.

Danielle Johnson

Client Service Manager

507 288 4248

507 288 8131

djohnson@advancedfin.com

Danielle is a Client Service Manager for Advanced Financial. She graduated from the University of Wisconsin - River Falls in 2010 with a Bachelor of Science in Organizational and Professional Communication.

Melanie A. Nordman, CPA (inactive)

Origination and Distribution Specialist

507 288 4248

507 288 8131

mnordman@advancedfin.com

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.

Glenn M. Mackenzie

Financial Advisor, Signator

507 288 4248

507 288 8131

gmackenzie@advancedfin.com

Glenn is an Investment Advisor Representative for Signator Investors, Inc. Glenn has worked in the financial services industry for over 25 years.

Kevin K. Janssen

Financial Advisor, Signator

507 288 4248

507 288 8131

kjanssen@advancedfin.com

Kevin is an Investment Advisor Representative for Signator Investors, In. He graduated from Luther College in Decorah, Iowa in 1992 with a degree in Business Management and a minor in Psychology. He brings with him 18 years of...

David M. Thieke

Financial Advisor, Signator

507 288 4248

507 288 8131

dthieke@advancedfin.com

David is a Investment Advisor Representative for Signator Investors, In. 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...

Kyle A. Voelz

Investment Advisor Representative with Signator Investors, Inc.

507 288 4248

507 288 8131

kvoelz@advancedfin.com

Kyle is an Investment Advisor Representative for Signator Investors, Inc. 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

Investment Advisor Representative with Signator Investors, Inc.

507 288 4248

507 288 8131

mallen@advancedfin.com

Mitch works primarily in the Rochester area, and focuses on wealth management, retirement planning and life insurance.

Dave Nagel

Investment Advisor Representative with Signator Investors, Inc.

507 288 4248

507 288 8131

dnagel@advancedfin.com

Dave works primarily in the Rochester area and focuses on wealth management, retirement planning, life insurance, and group benefits. Dave graduated from the University of Wisconsin La Crosse with a degree in Biology and Education. He...

Jeffrey T. Pierce

Financial Advisor, Signator

507 388 9839

507 388 9872

jpierce@advancedfin.com

Jeff is an Investment Advisor Representative for Signator Investors, Inc 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...

Brian C. Stern, CLU, ChFC, CFP

Financial Advisor, Signator

952 500 9528

952 746 1382

bstern@BrianSternInc.com

Brian is an Investment Advisor Representative for Signator Investors, 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...

Keith R. Meyers, CLU, ChFC, CFP

Investment Advisor Representative, Signator

507 263 4830

Keith@keithmeyers.com

Keith is an Investment Advisor Representative for Signator Investors, Inc. 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...

Edee J. Cranston

Office Manager

507 288 4248

507 288 8131

ecranston@advancedfin.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.

Kirstyn A. Vold

Client Services Representative

507 288 4248

507 288 8131

kvold@advancedfin.com

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 Services Representative

507 288 4248

507 288 8131

alacine@advancedfin.com

Amy is a Client Service Representative for Advanced Financial. Amy has a Bachelo's of Science degree from Winona State University.

Kim Banfield

Client Services Representative

507 288 4248

507 288 8131

kbanfield@advancedfin.com

Kim is a Client Service Representative for Advanced Financial. She comes to us with an Administrative Assistant Degree and helps with answering phones, greeting clients and general office support.

Jared Woodward

Investment Advisor Representative

507 288 4248

507 288 8131

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...

Rhatah Sey

Investment Advisor Representative with Signator Investors, Inc.

(507) 288-4248

(507) 288-8131

rsey@advancedfin.com

Rhatah started his career in the real estate and mortgage business, which allowed him to experience the oscillating business world. Similar to many, he experienced mild success during the mortgage boom followed by drastic changes with...

Team

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