We strive to bring our Agents the best solutions in the areas of retirement income planning, estate planning, deferred compensation, and charitable giving strategies. We emphasize integrity as we secure solutions for our customers and look to all carriers for answers to complex planning strategies. We stress that we are a wholesale insurance distributor and not a retail outlet for consumers as we feel that would be competing against our core client base.
Our Vision
Our mission is to be the top resource for financial advisors and insurance professionals
Meet Advisors Resource
Our Principals
Tim Mastel
Principal
Dave Wohlwend
CLU, ChFC/Principal
Our Minnesota Team
Drew Dvorak
Vice President of Sales
Joel Caruth
Vice President of Sales
Andy Burns
Vice President of Sales
Nicole Sandstrom
Office Manager
Stephanie Vetter
Sr. Case Manager
Tom Burns
Chief Growth Officer
