Team

At (XXXX) firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. edit draft

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Find a Financial Advisor

Bart Anderson
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New Team Member 8/29
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Jessie Anderson
John Anderson
Mike Anderson
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Shelly Anderson

Bart Anderson

VP edit

320-420-9889

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Dennis R. Marvin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Registered Representative with LPL Financial. Mr. Marvin serves as Principal for Marvin Wealth Management, a Cleveland, Ohio-based wealth management....

New Team Member 8/29

Position

444-444-4444

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GoldFirst1 GoldLast2

PositionGold1

GoldFirst2 GoldLast2

PositionGold2

gold2@fmg.com

Jessie Anderson

Exec

320-420-4654

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John Anderson

Junior Advisor

444-444-4444

444-444-4445

John.Anderson@CG.com

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Mike Anderson

Junior Advisor II

320-222-2222

320-434-2323

Mike.Andersone@CG.com

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OtherFirst2 OtherLast2

OtherPosition2

800-999-0000

otheremailteam@fmg.com

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Shelly Anderson

Admin

320-420-1234

Cindy has been with Hegland Mainz for 19 years and is still going strong. She is the administer extraordinaire and brings lots of experience to the table and is a fabulous resource. Cindy loves to garden and soaks up every minute of...