GET TO KNOW HAVEN
What We Believe
Our Company Values
Haven Financial Group was founded with the purpose of assisting clients in their pursuit of financial independence. Our dedicated team works with each client to formulate and execute well-founded financial recommendations that align with their individual requirements. As a family-centric establishment, we firmly believe that you deserve to live the retirement of your dreams! We are proud to serve the Minneapolis-St. Paul community as a provider of comprehensive financial and retirement planning services.
At Haven Financial Group, we are committed to helping families devote more time to doing what they love and less time worrying about their finances. Our team has a passion for helping our clients discover genuine fulfillment during their retirement years. Together, we will delve into opportunities to enhance your earnings, manage your assets, plan your estate, and more!
PEOPLE MATTER
We believe that all people are inherently valuable and deserving of respect. Relationships matter to us; we will always place the client’s needs above all else.
INTEGRITY
We conduct business with the utmost sense of integrity. We are firm believers that appropriateness and ethical conduct stem from valuing others profoundly and prioritizing their needs ahead of our own.
COMMUNICATION
We believe in strong and open communication with our clients. We work hard to craft partnerships with our clients by providing frequent, timely, truthful, and relevant communications.
ABOUT HAVEN FINANCIAL GROUP
Meet the Team
Meet The Team
What to Expect on Your First Visit
Larry Kallevig
Founder &
CEO
Larry Kallevig was born and raised on a farm in Kandiyohi, Minnesota, and brings his farm roots to his business — it’s all about hard work and doing the right thing. He graduated from Bethel University…
Jeff Frick
Retirement Planning Strategist
Jeff holds a business management degree from Minnesota School of Business and is Life & Health Insurance licensed in Minnesota. He is a Retirement Planning Strategist…
Mitch Moss
Retirement Planning Strategist
Mitch Moss is a lifelong resident of Burnsville. He is a very active parent to his teenage daughter. When he is not at work you can often catch him coaching his daughter’s…
Kyle Thomas, CFP®
Wealth Management Advisor
Kyle Thomas, a graduate of the University of St. Thomas, began his career in the financial industry in 2017. He lives in Lakeville, MN with his wife and…
Yelisey Kuts
Wealth Management Advisor
Yelisey and his family of 5 reside in Apple Valley, MN. He loves supporting his children with their various sporting activities, but mostly he looks forward…
Glenn Ramey
Life & LTC
Specialist
Born in Forest Lake, Glenn now lives in Minnetonka with his wife and daughter. When his daughter was born, he said, “it was the proudest moment of my life.”
Lance Larsen
CPA
Lance is an experienced CPA who works with Haven Financial Group. He specializes in tax matters related to retirees and soon-to-be retirees.
Rachelle Kallevig
Director of Client Services
Rachelle has 29 years of business management experience & customer service experience. Rachelle is all about customer service and client relationships.
Alaura Fried
Director of Client Services
Alaura is originally from Iowa, but moved to MN while still in grade school. She graduated from the University of South Dakota with a B.S. in Psychology.
Ciara Kallevig
Client Service Specialist
Ciara has served clients for over 2 years at Haven Financial Group, she started as an intern and now works as a client service specialist.
Beverly Hjulberg
Office Administrator
As a client, Beverly has always commended and appreciated Haven’s client service culture, integrity & professionalism and was delighted to come…
Carrie Renner
Estate Planning Attorney
Carrie Renner was born and raised in Minnesota where she attended Gustavus Adolphus College and William Mitchell College of Law.
Isabella Kehoe
Medicare Services
Isabella is a licensed life and health broker focusing on health insurance, Medicare, Long-Term care, and life insurance.
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