Finances, Insurance & Taxes

Financial Planners

  • Ginger R. Ewing, CFP®, JD
    • Qualified Kingdom Advisor
    • Ameriprise Financial
    • Location: Inver Grove Heights
    • Phone: 651-389-1177
  • Shirley Bachman
    • New York Life Insurance Company
    • Location: Edina, MN
    • Phone: 612-210-5963
  • Mark Ohlmann
    • Thrivent Financial
    • Location: Shakopee
    • Phone: 952-233-3517
  • Alex Mayrand, CFP®
    • MRK Financial
    • Location: Plymouth
    • Phone: 763-541-8404
  • Margit J Lund
    • Thrivent Financial
    • Location: Golden Valley
    • Phone: 763-746-3136
  • Kingdom Advisors allow you to work with someone who has committed and been trained to be a person of character who, from a biblical worldview, serves you with biblical financial advice so that you can confidently navigate financial decisions as a faithful steward.

Financial Coaching/Education

  • Financial Peace University
    An FPU coach offers a full financial planning experience with more detailed insight, will hold you accountable and will guide you to accomplish your goals. They have been where you are, and can help interpret the issues and identify options based on income and economic background. They will also encourage you to move forward and remind you that where you are is not where you need to stay.
    • Connie Portlas – Ramsey Solutions Certified Financial Coach
    • Location: Eden Prairie
    • Phone: 612.237.3901
    • email: CoachCPortlas@gmail.com

Insurance Resources

  • Steve Carlson
    • State Farm Insurance
    • Location: Brooklyn Park
    • Phone: 763-424-3000
  • Tom Garlinghouse
    • American Family Insurance
    • Location: Long Lake
    • Phone: 952-473-1848

Tax Service

  • Jean E Kerr

    • J E Kerr Tax Service, Inc.
    • Location: Minnetonka
    • Phone: 952-217-4578
  • Tom Jenson
    • Jenson & Co. CPA Advisors
    • Location: Maple Grove
    • Phone: 763-425-5000

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Service Providers Disclaimer

A Financial Peace University Coach offers a full financial planning experience