7701 France Avenue South, Suite 100
Edina, MN 55435
952.352.9200
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Edina Office

7701 France Avenue S., Suite 100
Edina, MN 55435
Phone: 952.352.9200
Fax: 952.352.9222


 

John R. Ekman

Divisional Vice President

John R. Ekman has over 30 years of experience in the financial services sector, with particular expertise in recruitment, business development, business transformation strategies and territory management. Prior to joining Lincoln, Ekman spent seven years at U.S. Bancorp Investments, most recently as senior vice president and divisional manager of the Metro Midwest division, the largest in USBI’s footprint. In addition to being a top recruiter at USBI, Ekman had additional responsibility for driving growth in sales, revenue and overall market share, as well as leading cultural and business model changes to maximize profit and productivity. Ekman graduated from the University of California, Santa Barbara and holds Series 3, 7, 8, 24, 63, and 65 registrations and Life and Health Insurance licenses.

CRN-1847546-071417

 

Bob Boucher

Financial Planner

Phones

Ph: 952.352.9211
Fax: 952.352.9216

Email Address

Robert.Boucher@lfg.com

Website: robertrboucher.com

Bob has over 25 years of experience providing comprehensive financial planning strategies to families, business owners and nonprofit organizations. He has held management and marketing positions with Fortune 500 companies, including MetLife and US Bank. His focus is always on helping clients to identify their most important goals and working with them to create long-term solutions.

He has a specialized knowledge of qualified retirement plans and retirement income planning along with a constant commitment to help protect client's assets and income as they work towards financial independence. He is passionate about understanding the legacy each client desires to create for their families and communities. Once an understanding of their goals and desires is in place, he works to create wealth transfer strategies that minimize shrinkage of the estate and maximize the amount of wealth that is passed to spouses, children and the community.

Bob has always been active in the community and is a long-term member of the Minnesota Planned Giving Council, as well as chairing the Endowment Committee at his church. He has also been active in the Lakeville Baseball Association. He holds a degree in Political Science from Middlebury College and a Certificate in Fundraising/Fund Development from the University of St. Thomas Center for Nonprofit Excellence. He lives in Lakeville, MN with his wife Kelly and their three sons Eric, Reed and Marin.

 

Ryan T. Haag, CFP®, AEP®, CLU®, ChFC®

Phones

Ph: 952.352.9245
Fax: 952.352.9247

Email Address

Ryan.Haag@lfg.com

Website: ryanthaag.com

Ryan Haag entered the financial services industry in 1993. His many years of experience help empower his high net worth families, business owners and farmers as they work toward achieving financial independence. Ryan affords his clients the opportunity to preserve their estates so that their hard- earned wealth is sustainable for generations to come. Ryan’s mission “is to simplify clients lives by reducing the time and stress associated with handling assets.” He shows his clients how to “pull it all together” and become as financially organized as possible.

With a specific focus on the Agribusiness community, Ryan takes great pride in helping families through the generational transition of the family farm and Agribusiness. Many of which are century farms and multiple generational implements/businesses where the balance of protecting the legacy of the land and/or business interest and family harmony is paramount. Fair and equitable is achievable! Ryan helps families and business owners coordinate the process of Succession and Estate Planning which results in client action. Communication and governance are essential to family harmony.

Ryan has extensive experience and acumen in servicing his high net worth clientele. Ryan specializes in working with those who are “too busy,” “already have enough advisors” and “have it all done.” Results of our firm’s time tested financial planning process driven by our client’s financial and non-financial objectives is simply greater client understanding and increased sense of security. Ryan helps his clients take action with confidence while keeping the financial planning process manageable. We believe process breeds confidence!

Ryan earned his CERTIFIED FINANCIAL PLANNER™ certification in 2000. He has also earned the Accredited Estate Planner® designation which is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designation holder must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics. He is a member of the Minneapolis Estate Planning Council as well as a member of the Financial Planning Association. Ryan is also a member of Sagemark Consulting Private Wealth Services Group, a division of Lincoln Financial Advisors Corp. which focuses on clients in the high net worth market.  Members have access to additional resources, training and coaching relevant to the high net worth market place on a regular and ongoing basis.

Ryan is an alumnus of Mankato State University where he earned a bachelor’s degree in business. Ryan was born and raised in the farming community of Elmore, Minnesota. He grew up walking and spraying beans for a local farming family who are now financial planning clients. He and his wife Brenda live in Bloomington, Minnesota with their children Jack and Caroline. They enjoy spending time together outdoors and are avid snowmobilers and boaters. Their family is also very active in their community and church.

 

Del Hoium, CLU, ChFC®

Financial Planner

Phone

Ph: 952.352.9238
Fax: 952.352.9239

Email Address

Del.Hoium@lfg.com

 

Michael Khoury, CLU®, ChFC®

Financial Planner

Phones

Ph: 952.352.9209
Fax: 952.352.9210

Email Address

Michael.Khoury@lfg.com

Michael Khoury brings over 40 years of experience to his estate planning and financial planning practice. His broad experience allows him to bring not only innovative solutions to his clients in the areas of estate, investment, retirement and business owner planning, but solutions that, over his professional era, have proven themselves to be viable, valid and proven.

He started his career in 1973 and has experienced 23 major financial crises and monumental legislature impacts during this period. He has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC®) designations and holds a FINRA Series 7 registration.

Michael earned a Bachelor of Science from the University of Maryland. He graduated with high honors and a double major in finance and economics.

 

Emily Lafferty, CFP®

Financial Planner

Phones

Ph: 952.352.9221
Fax: 952.352.9223

Email Address

Emily.Lafferty@lfg.com

Emily Lafferty is an investment advisor representative and registered representative with Lincoln Financial Advisors Corp., a registered investment advisor and broker/dealer, member FINRA, SIPC.

Emily holds a BA degree in Finance from the University of Minnesota Duluth. She earned her CERTIFIED FINANCIAL PLANNER(TM) certification (CFP® certification) in 2004 and currently holds series 7 and 63 registrations along with various state insurance licenses.

Emily began her career with Lincoln Financial Advisors in 1997. As an advisor, Emily specializes in investment planning, retirement planning and estate planning. Emily employs a holistic approach to financial planning based on your goals and objectives. She is client focused and service-oriented in her approach to comprehensive financial planning.

Emily lives in the northern suburbs with her husband and two children. She enjoys spending time with family. Attending her kids sporting events including hockey, baseball, softball and coaching girls volleyball.

 

Anne Machesky

Financial Planner – Member, Chairman’s Council

Phones

Ph: 952.352.9213
Fax: 952.352.9233

Email Address

Anne.Machesky@lfg.com

Anne affiliated with Sagemark Consulting/Lincoln Financial Advisors in July 2001. Prior to joining Lincoln Financial Advisors, she was the President and owner of her own Investment Advisory Firm for eighteen years. She has been a Registered Representative in the financial services industry since 1980.

Anne’s unique market analysis, skills, and planning expertise offer a rare and value-added perspective for her clients. Anne’s expertise is in the technical analysis of the markets. She specializes in wealth and income planning.

Anne’s approach to portfolio construction and wealth management utilizes a dynamic asset allocation style which bridges the long-term view and the short term tactical view. This is a proactive forward-looking approach to asset allocation and rebalancing.

Anne was featured as one of the 23 women in the Women in Insurance and Financial Services’ book “Financial Services: Women at the Top—A WIFS Research Study”1 (August 2015). In addition, Anne is the President and founder of a thought strategies company focusing on broadening individual or group perspective to navigate shifts in business transitions. Her thought strategy book was featured in HOW magazine June 2008 special issue on creativity.

Anne attended the University of Wisconsin, majoring in finance. Anne currently resides in Minneapolis, MN and has many clients located throughout the U.S.

 

1 WIFS surveyed 800 industry females to answer the question: Why do some women achieve major success in the financial services industry and others do not? For more information see https://wifsnational.org/wifs-book.

 

Chad Tuschen, CFP®

Senior Case Manager

Phones

Ph: 952.352.9224
Fax: 952.352.9225

Email Address

Chad.Tuschen@lfg.com

Chad Tuschen has worked with Lincoln Financial Advisors since September of 2000 in the Minneapolis office. Chad’s current role is Director of Financial Planning with our National Planning Team. Chad has worked on various committees within the Planning Department and is currently part of a group of Planning Team members that work exclusively with planners working with agricultural clients and business owners.

Chad received his Bachelor’s degree from Southwest MN State University with a degree in Business Administration (Finance & Management). He currently holds the Series 7 registration and Life and Health licenses. Chad has also earned the CERTIFIED FINANCIAL PLANNER™ certification (CFP®).

Chad grew up in rural South Dakota. He is married with two children. He is an avid sportsman and enjoys most sports. During the year he enjoys participating in basketball, golf and softball.

 

Christopher Bialke, CRPS®, CRPC®

Financial Planner — Kasner Bialke Bottoms Financial Services, LLC

225 1st St. N, Suite 2100
P.O. Box 1073
Virginia, MN 55792

Phones

Ph: 218.749.1730
Fax: 952.352.9240

Email Address

Chris.Bialke@lfg.com

Christopher (Chris) Bialke is a specialist in retirement plan design analysis, retirement planning distribution strategies, and personal financial planning. He holds a Bachelor of Arts degree from the College of Saint Scholastica, and a Chartered Retirement Plans Specialist designation and Chartered Planning Counselor designation from the College for Financial Planning.

Chris was born in Virginia, MN and now lives lakeside in Britt, MN with his beautiful wife, Alyson (Harvey) Bialke, their four wonderful boys, Caleb, Logan, Peyton, and Colton, and two darling girls, Ella and Arie. He enjoys spending time with his family. He also enjoys coaching junior high football, youth hockey, and youth baseball.

 

Oren Bottoms

Financial Planner — Kasner Bialke Bottoms Financial Services, LLC

2031 Second Avenue East, Suite 200 
P.O. Box 373
Hibbing, MN 55746

Phones

Ph: 218.262.3815
Fax: 218.262.2149

Email Address

Oren.Bottoms@lfg.com

Oren (O.J.) Bottoms is a specialist in estate planning, personal financial planning, employee benefits, medical benefits, and education funding. He holds a Bachelor of Science degree in Finance from Michigan Technological University and a Chartered Benefit Consultant designation from the National Association of Alternative Benefit Consultants. 

O.J. grew up in Hibbing, MN, where he was active in hockey and golf. After graduation, he moved to the Upper Peninsula of Michigan to attend college where he met his wife, Allison. After getting married in 2004, they returned to Hibbing where they currently live with their three children, Jack, Bailey, and Samuel. O.J. enjoys spending time with his family, hunting, fishing, and going to the family cabin on Lake of the Woods in Canada.

Kyle A. Roelofs

Family Wealth Advisor

Phones

Ph: 218.498.2660
Fax: 218.498.2096

Email Address

Kyle.Roelofs@lfg.com

Kyle Roelofs spent the first twenty plus years of his working life serving the needs of Red River Valley farmers as owner and operator of a multiple location farm equipment dealership. Specializing in equipment used for planting, maintaining and harvesting the valuable sugar beet crop, Kyle formed long term relationships with many of the region’s growers. It is those relationships that Kyle continues to serve through his transition to Lincoln Financial Advisors in 2008. Kyle now spends his time fostering these relationships as he helps these and other successful families preserve and transfer their wealth, values and legacy to future generations. Kyle is currently a Select Member of Lincoln’s Sagemark Consulting Private Wealth Services1.

 

1 An internal Lincoln Financial Network organization of top planners.

 

John (Jack) R. Ryan, CLU®, ChFC®, CFP®

Financial Planner — Ryan Financial Group, LLC

302 E. Howard Street, Suite 113
P.O. Box 653

Hibbing, MN 55746

Phones

Ph: 218.208.4000
Fax: 218.208.4001

Email Address

John.Ryan@lfg.com

Website: ryanfingroup.com

Jack Ryan is an estate, business owner and financial planning specialist. Jack brings over 40 years of experience in the financial services industry to the Ryan Financial Group. Jack holds a Bachelor of Arts degree from the College of St. Thomas and a Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. He is a member of the Financial Professionals and Financial Service Planning Association and is a Million Dollar Round Table Life and Qualifying Member1. He holds the CERTIFIED FINANCIAL PLANNER™ professional certification through the College of Financial Planning.

Jack has served on many boards and charities that benefit the Iron Range and the state of Minnesota.

 

Ryan Financial Group is not an affiliate of Lincoln Financial Advisors Corp.

1 To qualify for the Million Dollar Roundtable lifetime membership, members must meet a certain level of premium, commission or income during the year over the course of 10 years. For details please visit http://bit.ly/2eFx0ex.

 

John Ryan III, AIF®

Registered Representative

Phones

Ph: 952.352.9250
Fax: 952.352.9251

Email Address

John.Ryan3@lfg.com

Website: ryanfingroup.com

John Ryan is a financial planner with the Ryan Financial Group. John works with individuals and business owners to design and implement clear financial strategies. John is a corporate retirement plan specialist and helps companies to design, implement and deliver comprehensive retirement programs for their employees. John has been named a member of the Million Dollar Round Table1. John is a graduate of the University of St. Thomas where he earned degrees in both Finance and Economics. John remains active with St. Thomas as well as several charitable organizations throughout the Twin Cities.

 

Ryan Financial Group is not an affiliate of Lincoln Financial Advisors Corp.

1 To qualify for the Million Dollar Roundtable, members must meet a certain level of premium, commission or income during the year. For details please visit http://bit.ly/2eFx0ex

 

 

Anthony (Tony) Sacchetti, CFP®, MA, CPA*

Financial Planner — Kasner Bialke Bottoms Financial Services, LLC

2031 Second Avenue East, Suite 200 
P.O. Box 373
Hibbing, MN 55746

Phones

Ph: 218.262.3815
Fax: 218.262.2149

Email Address

Anthony.Sacchetti@lfg.com

Anthony (Tony) Sacchetti is a specialist in personal financial planning and business succession planning. He holds a Bachelor of Accounting degree from the University of Minnesota–Duluth and a Master of Arts in Management degree from the College of St. Scholastica in Duluth. He holds a CERTIFIED FINANCIAL PLANNER™ certification through the College for Financial Planning and is a certified public accountant through the Minnesota State Board of Accountancy.

Tony is a native of Virginia, MN and currently lives on the Tower end of Lake Vermilion. He began his professional career in public accounting which eventually lead to some time in the health care administration field. His experience has helped many clients in all aspects of financial planning. He and his wife, Kathy, have two grown children that still live in Minnesota. Tony enjoys hunting, fishing, and spending time at the lake with his family.

 

 

 

Greg Stalsberg, CFA, CAIA

Investment Specialist

Phone

ph: 952.352.9255
fax: 952.352.9251

Email Address

Gregory.Stalsberg@lfg.com

Website: RyanFinGroup.com

Prior to joining Ryan Financial Group, Greg was with Slocum & Associates, an institutional investment consulting firm that serves over 130 clients in the U.S. and Canada with approximately $125 billion in assets under management. Having spent over a decade at Slocum, he served in a variety of senior roles, but most recently held the title of Director, Capital Markets Research. In this role, he led the team’s research activities in Hedge Funds and Global Equities, and worked closely with the firm’s largest and most sophisticated clients and investment committees. Greg conducted capital markets research that helped inform both strategies and tactical asset allocation decisions. He also contributed to external monthly market environment commentary and participated as a panelist in a variety of industry events to discuss his views and work on both traditional and alternative investments.

Greg received his B.A. in Finance from the University of St. Thomas, graduating Magna Cum Laude. He is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder. Outside of the investment industry, Greg is a longstanding volunteer with Young Life, a non-profit youth ministry organization. He currently serves as Committee Chair for Young Life’s Northern Twin Cities division. Greg resides in North Oaks, MN with his wife, Erin, and three children, McKenna, Brynn, and Callan.

Greg Stalsberg supports registered representatives of Lincoln Financial Advisors Corp. Ryan Financial Group is not an affiliate of Lincoln Financial Advisors Corp.

 

Tony Wilson

Financial Planner

Phone

218.208.4000

Email Address

Anthony.Wilson@lfg.com

Anthony Wilson is a financial planner with Ryan Financial Group. Tony has been in the financial services business for 9 years. Prior to joining Ryan Financial Group, Tony was a financial advisor with Ameriprise Financial in Hibbing, MN. In this role, he oversaw clients’ investment management programs, implemented long-term care and life insurance strategies, and provided comprehensive financial planning advice. Tony will bring his years of experience working with individuals and business owners to Ryan Financial group where he will continue to deliver the same quality advice and guidance to his clients.

Tony received his B.A. in Economics from the University of North Dakota in 2007. Outside of the investment industry, Tony serves as a board member of the Hibbing Curling Club. He currently resides in Hibbing.