Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Small Business
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Estate Planning Strategies

Awards & recognition

  • Streamline Wealth Management, Ameriprise Client Experience Award, 2021

Community participation

  • Mike and his family are active in Start Reading Now, a non-profit established to provide 1st - 4th graders a library of books for summer reading. The Schall's enjoy visiting different schools and helping the students choose their books.
  • John is an Assistant Scout Leader for Boy Scout of America Troop 570 and participates in the annual Golden Valley, MN Animal Humane Society Walk for Animals.

Executive Compensation and Benefit Strategies

When it comes to company benefits, I get that the details can be a bit overwhelming. But here’s the thing—these aren’t just line items in your compensation package. They’re opportunities.

My job is to help fit these elements naturally into your financial strategy. The goal is clarity, not complexity—making sure every choice moves you in the right direction.

Our photos

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