Tim graduated from the University of St. Thomas with a BA in finance in 2006.
Tim spent the last 7 years developing relationships with successful financial professionals helping them to grow their business. He especially likes working with successful financial professionals who have never used annuities in their client's financial strategies and educates them on the values of annuities as well as some of the potential pit falls.
Tim is married to Annie and currently lives in Woodbury, MN. Tim enjoys the game of golf and also enjoys following the Green Bay Packers.
Dan grew up on a farm in Minnesota, and attended the US Air Force Academy and University of St Thomas. Dan focused on attaining his BS in Actuarial Science in 2001.
He then worked at a leading insurance company for 8 years as a product actuary leading a team that developed fixed, fixed index, and variable annuities - with a primary focus on living benefit riders. Dan then moved to a marketing organization to develop relationships with financial professionals and presented to thousands of producers on how to integrate annuities properly into retirement strategies. Dan has built many marketing programs to break down very complex topics into basic foundational pieces.
Dan is married to Ellen and they have 3 boys, Frank, Henry, and Charlie. Dan enjoys sports, time outdoors, and working on the family farm.
Chris graduated from the University of Michigan and began working in the annuity industry shortly after.
He likes to focus on the analytical side of products rather than the sales and marketing gimmicks.
He currently lives in St. Louis Park and when not working enjoys spending time hunting, fishing, and all things outdoors. He is also a big fan of the Michigan Wolverines and always makes time to attend a couple of games throughout the year.
Financial Professionals are strongly encouraged to obtain competent legal advice on the licenses and registrations necessary to conduct their business in the state in which they do business and to understand completely what is considered investment or securities advice.