Whether it’s planning for retirement, developing a personal investment strategy, or helping protect your family from life’s unexpected events, Servion Financial Advisors makes it their priority to understand the financial goals you want to achieve. They work with you every step of the way to create a personalized plan that fits you and your lifestyle.
Your Team of Advisors Can Help With
- College Planning - Coverdell Education Savings & 529 Plans
- Retirement Planning - Roth, SEP, Simple & Traditional IRAs
- Estate Planning
- Asset Allocation - Mutual Funds, Bonds & Common Stock
- Insurance Planning
- Tax Planning
- Long-Term Care & Disability
- Life Insurance
Servion Financial Advisors Investment Team
You can feel confident in knowing that your Servion financial professionals - Dave Murdock, Dave Edelman, and Randy Thiel - are part of a team that brings you over 50 years of advising experience and over 100 years in the credit union industry.
As a Financial Advisor, I'm dedicated to educating clients and providing the information needed to help them make smart financial decisions. My focus is on working with clients to help prioritize what is most important to them and then developing a plan tailored to their goals and unique stage in life. I work with individuals as well as small business owners to help them reach their financial goals.
I believe financial guidance is important for everyone regardless of assets, income, or circumstance. I'm committed to helping people feel confident about their financial decisions and pursue greater financial success.
I grew up in Roseville, Minnesota, and graduated from Northern Illinois University as a member of the Huskies' tennis team. When not working, I enjoy spending time with my family and friends and coaching my sons' baseball and basketball teams.
My financial services career started in 1993 with New England Financial. Before that, I earned my CPA designation as an auditor with McGladrey in the Bloomington, Minnesota, office. That experience was a great springboard for becoming a financial advisor. After eight years as a financial advisor, I moved my practice to Servion Financial Advisors, Inc. where I managed and grew the company's planning business unit.
I appreciate the wide knowledge and experiences of the Servion Finanical Advisors, Inc. team. In addition to serving credit union members, the staff at Servion has developed a successful retirement plan business that's been growing steadily since 2006. I believe it's important for any plan participant to avoid handling retirement assets alone. Sound, unbiased financial advice is crucial, and it's a responsibility I take very seriously. In fact, I'm passionate about giving each investor a clear roadmap designed for their specific needs.
I've made the Twin Cities my home for the last 25 years. I've raised my three children here, and I stay very active in their lives. I also enjoy the outdoors, including golfing, hunting, biking, and traveling.
I enjoy my work as a Financial Advisor. I have acquired all the necessary registrations in securities (Series 7/63) and licensing in insurance to provide sound financial advice in the complicated world of investments.
I’m proud to be a lifelong resident of Minnesota. After graduating high school from my home town of Glencoe, I moved to the Twin Cities and made my home here ever since. I have received a Bachelor of Science Degree in Business Administration from Metropolitan State University.
My career in the financial services industry began in 1993. Since then, I have built a clientele of individuals and small business owners. I listen carefully to my clients and work with them to develop a plan for their specific needs. I work diligently in helping my clients move effectively toward their financial goals.
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Cetera is under separate ownership from any other named entity. 500 Main St Suite 100, New Brighton, MN 55112 | (651) 631-3111
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