The Team

Steidl, Benzinger, Tatge, Seifert & Engebretson

Our Advisors

Lonnie Benzinger

Lonnie Benzinger

Financial Advisor

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Designations

CRPC®, CLTC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

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Cory Seifert

Cory Seifert

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management

Education

BS, Finance - University of Minnesota Moorhead, 1998

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Victor J Benzinger

Victor J Benzinger

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

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Sam M Steidl

Sam M Steidl

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

University of Minnesota, BA, 2004

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Joshua Tatge

Joshua Tatge

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

Bachelor's Science, St. Cloud State University, 1998
AR License #6665379

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Kevin Engebretson

Kevin Engebretson

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

Concordia College - Moorhead, BA, 2007

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Thomas Steidl

Thomas Steidl

Financial Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

University of Minnesota, BA, 2008

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Our Staff

Veronica Arvidson

Veronica Arvidson

Administrative Assistant

Beth Staples

Administrative Assistant

Tawnya Barsness

Tawnya Barsness

Administrative Assistant

Ashli Johnson

Ashli Johnson

Office Manager

Diane Westphal

Diane Westphal

Receptionist

Office Manager