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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Mid-Career Professionals Divorced

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Jeffrey V

Series 65

Marshall, MN

Birath Wealth Management, LLC

Jeffrey Vandendriessche is a financial advisor at Birath Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Birath Wealth Management since 2015. In addition to his advisory role, he has been involved with Vandendriessche Farms since 1994 and is a certified public accountant. Birath Wealth Management serves individuals, trusts, estates, corporations, and municipal organizations by providing discretionary portfolio management and integrated financial planning. The firm’s investment approach emphasizes fundamental analysis and asset allocation across various securities, with client-specific investment policies and regular reviews.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Thomas B

Series 63, Series 66

Marshall, MN

Birath Wealth Management, LLC

Thomas Birath is a financial advisor at Birath Wealth Management, LLC in Marshall, MN, with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Birath Wealth Management since 2011. Birath Wealth Management serves individuals, trusts, estates, corporations, and municipal/government organizations by providing discretionary portfolio management and integrated financial planning. The firm’s investment approach emphasizes fundamental analysis and asset allocation across various securities, with client-specific plans reviewed at least quarterly and updated annually.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Corey S

CFP®, ChFC®, Series 63

Marshall, MN

Ameriprise

Corey Skogrand is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an owner of C&C3, LLC, a real estate business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals with significant investable assets, providing tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan S

Series 66

Marshall, MN

LPL Financial

Ryan Serreyn is a financial advisor with LPL Financial in Marshall, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Ameriprise Financial Services, Inc. He serves as president of the Marshall Volunteer Fire Department, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and a variety of delivery options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Lawrence S

Series 66

Marshall, MN

Ameriprise

Lawrence Schiavo is a financial advisor with Ameriprise in Marshall, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James K

Series 63, Series 65

Marshall, MN

LPL Enterprise

James Kontz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he manages farm operations related to weed control and drainage. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a broad range of securities and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Carla Ann G

Series 63, Series 66

Marshall, MN

Cambridge Investment Research Advisors

Carla Ann Goedtke is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at American Portfolios for 17 years. Outside of her advisory role, she serves as president of both the Southwest Minnesota Workforce Development Board and the Lyon and Murray County CEO Board. Cambridge Investment Research Advisors serves a broad range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Brent S

Series 66

Marshall, MN

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Ryan S

Series 63

Marshall, MN

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business ownership considerations General estate planning guidance
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Hunter K

Series 66

Marshall, MN

LPL Enterprise

Hunter Kontz is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, and has a background in retail from Borch's Sporting Goods. Kontz also operates Kontz Financial Group, which includes the sale of health insurance and Medicare supplemental insurance products. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with clients typically receiving advice based on model portfolios and discretionary implementation via these programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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