Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Qualifications: CERTIFIED FINANCIAL PLANNER™ Behavioral Financial Advisor™ Series 7, 66 Licensed agent for life, and disability insurance Member of the Financial Planning Association of Minnesota Jeremy Lipinski No matter the...
Qualifications: CERTIFIED FINANCIAL PLANNER™ CHARTERED FINANCIAL CONSULTANT ® Behavioral Financial Advisor™, Licensed agent for life and disability insurance Member of the Financial Planning...
Qualifications CERTIFIED FINANCIAL PLANNER™ Behavioral Financial Advisor ™ Series 7 & 63 registrations Licensed agent for life and disability insurance Member of Financial Planning Association of Minnesota Robert Bonine...
Qualifications: Behavioral Financial Advisor ™ Series 7, 26, 63 registrations Licensed agent for life and disability insurance The clients that I have helped meet their financial goals over the years has provided the greatest...
Qualifications: Behavioral Financial Advisor™ Series 7, 66 registrations Logan Taft I enjoy the interaction I get to participate in with clients every day. Whether it is solving...
Pete joined Lifelong Wealth Advisors in 2007. He is a Registered Representative and Investment Advisor Representative. He supports Partner Jeremy M. Lipinski CFP® and Sr. Vice President Steven W. Ohm...
Mackenzie joined Lifelong Wealth Advisors with a passion for helping others and building meaningful connections. She is committed to creating a warm, positive, and thoughtful experience for every client and is grateful to work...