Meet Our Team

We are a locally-owned, retirement planning specialty firm.
Monica Gerberding

Monica Gerberding

Operations Manager

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Gabe Fransen

Agent/Investment Adviser Representative of Royal Fund Management, LLC

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Summer Lindquist

Client Care Coordinator

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Get in Touch

Reach out and let us know how we can help!

Find us at the office

9040 Quaday Ave NE, Suite 205 Otsego, MN 55330

Give us a ring

Office: 763-241-8197

Fax: 763-447-3613

Send us an email

Connect on social media

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