Stephen E. Kairies, CLU®, ChFC®
Founder & Chief Financial Officer
Steve has over 40 years of experience in the financial services industry. His integrated approach to comprehensive financial planning leverages a model focused on protection, savings and growth. Clients include business owners, executives, physicians, dental professionals, and their families. The practice is inter-generational, built on trusting relationships within families. Steve’s career has been focused on providing the highest level of service to his clients. He has received recognition as a Five Star Wealth Manager, a Best Personal Wealth Manager in the Twin Cities Area, and twice named as one of the 150 Best Financial Advisers for Doctors by Medical Economics. Steve’s professional designations include Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).
Steve’s involvement in the community includes serving on the board of the Summit Academy OIC and actively supporting several other non-profit organizations. Steve is a graduate of the University of Minnesota and a former United States Army Officer. He and his wife, Pam, have three adult children and four grandchildren. In addition to his work and family, Steve is passionate about sailing. To contact Steve, send an email to email@example.com or call him direct at 952-885-2734.
- Personal financial planning
- Physicians, professionals, executives, and small business owners
- Asset protection and wealth management
- Pre-retirement and retirement planning
- Estate planning and charitable giving