Mike started his career with Northwestern Mutual as a college intern in 1990 and is now a finanical advisor operating the firm's Rochester, MN location. He is passionate about providing a high-level of service to individuals and businesses when it comes to understanding their needs and creating comprehensive solutions that bring clarity and confidence to an often-complicated subject. Mike graduated from Minnesota State University – Mankato with a degree in Insurance and Marketing and has earned his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.

Additionally, he holds his FINRA Series 6, 7, and 63 and is Life, Accident and Health Insurance licensed. Mike enjoys challenging himself and his team to acquire new knowledge and takes great pride in the firm’s high client satisfaction and retention rates.

Mike and his wife, Jill, live in Grand Meadow, MN and have two sons and two grandchildren. He is an avid golfer and likes trying new activities with his family, watching all types of sporting events and traveling – especially when it’s to see country music concerts in new locations.

You should contact Mike if he is your primary advisor and you would like to continue discussing your plan, or if you are interested in learning more about how Smith Financial Group may be able to help you or your business.

As a second-generation member of the firm, Stefan began his career with Smith Financial Group as an intern in 2006. Today, Stefan operates the firm’s Edina, MN location and works closely with new and existing clients on the design and maintenance of their financial plans. He graduated from the University of St. Thomas with a degree in Business Administration. Stefan has earned his CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. He holds his FINRA Series 6, 7, 63 and 65 and is Life, Accident and Health Insurance licensed. Stefan enjoys learning about clients’ financial goals and then seeing how excited they are when those goals are met.

Stefan resides in Edina, MN with his wife, Kate, and their two children. In his spare time, Stefan is active in the community and enjoys spending time with family, listening to music, traveling and experiencing new restaurants in the Twin Cities area.

You should contact Stefan if he is your primary advisor and you would like to continue discussing your plan, or if you are interested in learning more about how Smith Financial Group may be able to help you or your business. Additionally, Stefan can discuss opportunities for the firm to provide an educational presentation on a variety of financial planning topics to your business or professional organization.

Jill began working with Smith Financial Group in 1993 and is focused on ensuring clients have an excellent experience when interacting with the firm. She oversees the logistics of opening and servicing insurance and investment accounts and works closely with the advisors to support the various elements of a financial plan. Jill is a graduate of Minnesota State University – Mankato with degrees in City Planning and Design. She holds her FINRA Series 6 and 63 and is Life, Accident and Health Insurance licensed. Jill has a sincere interest in getting to know others and is most passionate about building life-long relationships with those served by the firm.

Jill is married to Mike and they live in Grand Meadow, MN. Jill and Mike have two sons and two grandchildren. In her spare time, she loves spending time with family, gardening, running, golfing and traveling.

You should contact Jill for questions during the application and implementation stages of establishing insurance accounts. Additionally, let her know if you have ideas on how Smith Financial Group can provide an even higher level of service.

Matt began his career as a Financial Advisor with Northwestern Mutual in 2009 and joined Smith Financial Group in 2011. Matt is responsible for building comprehensive financial plans, analyzing the firm’s investment strategies, and overseeing the daily operations of all investment accounts. Matt graduated from the University of St. Thomas with degrees in Theology and Catholic Studies. Additionally, Matt has earned his Masters in Accounting with a concentration in Finance (MAcc) from Kaplan University, CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. Matt holds his FINRA Series 6, 7, 63 and 66 and is Life and Health Insurance licensed. He enjoys being part of a highly collaborative team that encourages the professional growth of all firm members.

Matt and his wife, Erin, have two sons and one daughter and are Minnesota natives. In his free time, he enjoys hiking, camping, and looking for agates on the Superior Northshore with his family. Matt is an avid reader with a passion for continued learning, especially in the areas of philosophy, history, behavioral finance, and investment philosophy.

You should contact Matt if you have questions about investment account setup and transactions, as well as assistance with online access of your accounts.