Our Vision

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 mission is to be the top resource for financial advisors and insurance professionals

Meet Advisors Resource

Our Principals

Tim Mastel


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