Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Kathy Erkel
Associate Financial Representative
(952) 447-6047
Kathy Erkel, CLU, ChFC, Associate Financial Representative, has been working together with me since 1985 (and married to me since 1982). She is licensed for both insurance and investments. These days her emphasis is on investment operations. You can call her for investment and trade related questions.
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Jean M Raduenz
Associate Financial Representative
(952) 447-6047
Jean Raduenz, Associate Financial Representative, has been with us since 1999 and is licensed for both insurance and investments. She currently handles all insurance underwriting and college fund questions. She can also help you with investment questions.
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Char F Lent
Marketing Assistant
(952) 447-6047
Char Lent, Marketing Assistant, joined our team in 2003 and she handles my appointment schedule. Char is who you hear from to set annual review appointments. She also is who you can contact to schedule or change appointments.
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Ann E Vold
Administrative Assistant
(952) 447-6047
Ann Vold, Administrative Assistant, has been with us since 2004. She handles policy owner services. Call her if you have any address changes, insurance billing questions, or policy loan requests or inquiries.
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Robyn T Erkel
Investment Assistant
(952) 447-6047
Robyn Erkel, Investment Assistant (and our daughter-in-law), is a graduate of the College of St. Benedict with a degree in math and economics. We welcomed her to our team in 2008 and she spends her time on the investment side of the business in operations and calculations.
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