Investing

Financial Advisor

Dave started his financial services career in 2004 and has focused on  helping his clients prioritize what is most important now and in the future. He guides them to take the appropriate step to pursue their goals.

He works with individuals as well as small business owners to give them confidence that their retirement income is on track so they can enjoy their next stage in life.

Dave grew up in Roseville and graduated from Northern Illinois University where he was a member of the Huskie's Tennis team. Today, Dave lives in Roseville with his wife Jen, their two boys, Ryan and Nate, and a rescue hound named Cooper. 

(651) 765-6787
(651) 245-1259 cell
dedelman@servionfa.com

Financial Advisor

For over 21 years, Jeff has helped people with planning and retirement solutions. He works closely with each client to create a personalized strategy that fits their short and long term goals.

Knowing that investing and retirement planning can be overwhelming, Jeff breaks down financial goals into small, manageable steps to help clients feel confident about their financial decisions.

Jeff lives in Savage, MN with his wife Karianne and 2 sons. In his free time Jeff enjoys spending time with family, walking their dog and golfing.

(763) 764-6963 office
(612) 803-1726 cell
jstohr@servionfa.com

Financial Advisor

Dave started his financial services career in 1993 and now is devoted to helping credit union members create strong & successful retirement plans. Dave is passionate about providing guidance to investors and helping create successful road maps according to each individuals' needs. 

(651) 765-6778
dmurdock@servionfa.com

Financial Advisor

Randy is a life-time resident of Minnesota and started his financial career in 1993. He works closely with each client to develop a plan for their specific needs. Knowledge and experience plays a key role in helping Randy's clients move effectively toward their financial goals. 

(651) 787-9534
rthiel@servionfa.com