Financial Services
Minnesota
Eric Trettel, MBA '15
www.sotabookkeeping.com
Voted one of Minnesota's Best Accounting Firms by Star Tribune, Sota Bookkeeping offers virtual bookkeeping and QuickBooks services. Certified QuickBooks Online ProAdvisor with a passion for small business and the knowledge to help you grow. Schedule a free introductory call today!
Lakeville, Minnesota
Kellee Ablard, BS '14, MBA '18
www.edwardjones.com/kellee-ablard
As a Financial Advisor for a full service financial firm, I value my personal relationships with my clients, focusing on what is most important to them and their unique financial needs. This enables me to develop the most appropriate strategies to achieve their goals, ranging from planning for and thriving in retirement to transferring wealth to families and charities. I also partner with business owners to create succession strategies as well as help employees with retirement plans left at their former employers. Using an established process, I help my clients build personalized financial strategies that are designed for their specific goals and risk levels. I take the time to get to know my clients and construct measurable objectives tailored to their circumstances. Once the plan is created, my team and I maintain regular contact with my clients to keep them on track.
Roseville, Minnesota
Adam Schutte, BA '00
www.primerica.com/adamschutte
Primerica, Inc., headquartered in Duluth, GA, is a leading provider of financial services to middle-income households in North America. Independent licensed representatives educate Primerica clients about how to better prepare for a more secure financial future by assessing their needs and providing appropriate solutions through term life insurance, which we underwrite, and mutual funds, annuities and other financial products, which we distribute primarily on behalf of third parties. We insured approximately 5 million lives and had over 2.5 million client investment accounts at December 31, 2019. Primerica, through its insurance company subsidiaries, was the #2 issuer of Term Life insurance coverage in North America in 2019. Primerica stock is included in the S&P MidCap 400 and the Russell 1000 stock indices and is traded on The New York Stock Exchange under the symbol “PRI”.