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ALL STAR TEAM

Managing your investment portfolio deserves constant experienced attention and care. From the moment you walk through our door you’ll see that this is not financial planning as usual. We listen to learn and we go the extra mile for our clients. We’ve had the right people asking the right questions for the past 30 years and we’ve made sure the right people are in place for generations to come.

Take a few moments to get to know the dedicated men and women on our team that will help you feel confident in your investments and help you achieve your financial goals.

ROBERT KLEFSAAS

CEO, Senior Wealth Advisor - CFP®, AIF®, CDFA®
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SHONA KOESTER

Chief Operating Officer
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MATTHEW BERHOW

Senior Wealth Advisor - CFP®, AIF®
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SAMUEL SEXTON

Senior Wealth Advisor - CFP®, CPA/PFS
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ERIC GARDNER

Senior Wealth Advisor, CFA®
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ALEXANDER KÄLLEBO

Portfolio Manager - CFA®
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MATT MULLER

Junior Analyst
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DAVID ENGELSGAARD

Tax Specialist - CPA
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NICOLE VANDENPLAS

Operations Manager
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LUCELIA HUSBY

Client Service Associate
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HALEY ZIEMKE

Client Service Associate
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THE ALL STAR FINANCIAL GUARANTEE

Real PEOPLE.
Real ANSWERS.
Right TIME.

952.896.3820

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