Access Financial Services, Inc.

Matthew Rich is a CFP® professional with four years of industry experience. He currently works at Access Financial Services, Inc. and previously held roles at Accredited Investors and Carlson Capital Management, LLC. He serves as a board member of Emmaus Baptist Church in Northfield, MN. Access Financial Services serves individuals, trusts, estates, and retirement plans with portfolio management, financial planning, and ERISA plan services. The firm employs a top-down, global multi-asset allocation process and combines a long operating history with a compact advisory team managing approximately $420 million in assets.

Stephen Kairies is a financial advisor with Access Financial Services, Inc. in Minneapolis, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience and has been with Access Financial Services since 2010. He also maintains long-term affiliations with FSC Securities Corporation and The Northwestern Mutual Life Insurance Company. Access Financial Services serves individuals, trusts, estates, and retirement plans with portfolio management and financial planning, employing a top-down, global multi-asset allocation process that emphasizes valuation, momentum, sentiment, and liquidity. The firm integrates ERISA plan advisory roles alongside individual portfolio services and manages approximately $420 million in assets with a compact advisory team.

Brant Kairies is a financial advisor with Access Financial Services, Inc. in Minneapolis, MN, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at FSC Securities Corporation since 1997 and has been with Access Financial Services since 1994. Outside of his advisory role, he is a licensed independent insurance agent authorized to sell accident and health insurance, life insurance, and variable life and variable annuities. Access Financial Services serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, providing portfolio management, financial planning, consulting, and ERISA plan services. The firm employs a top-down, global multi-asset allocation process emphasizing valuation, momentum, sentiment, and liquidity, with portfolios that may include a range of investment products and discretionary and non-discretionary advisory roles.

Kathryn Noel is a financial advisor at Access Financial Services, Inc. in Minneapolis, MN, with 17 years of industry experience. She holds the CFP® designation and has been with Access Financial Services since 2008. Prior to and alongside this role, she has been affiliated with Northwestern Mutual Life Insurance Company and FSC Securities Corporation. Access Financial Services serves individuals, trusts, estates, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services. The firm employs a global multi-asset allocation process that emphasizes valuation, momentum, sentiment, and liquidity, integrating both individual and retirement plan advisory roles.