Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Meet The Team
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 with a double major in Finance and Accounting. He furthered his education by becoming licensed in real estate and insurance.
Larry is an advisor that truly enjoys helping people. He brings over 20 years of business ownership, management and consulting in various capacities. Larry has served clients in Minnesota on asset protection strategies. Using sound financial principles, Larry has a no-fluff approach to helping clients meet their financial goals. In addition to helping his clients Larry now enjoys mentoring other financial professionals.
The heart of Larry starts with his wife and four young daughters; he truly is a family man. His hobbies include, golf, boating, church activities, and cheering his children on during their numerous sporting activities.
Retirement Planning Strategist
Jeff holds a business management degree from Minnesota School of Business and is Life & Health Insurance licensed in Minnesota and Illinois. He is a Retirement Planning Strategist and has over 30 years combined experience as a business account executive and personal procurement specialist.
Jeff is a true “people person” who knows the importance of being an excellent listener. He enjoys helping his clients understand their options when it comes to preserving their retirement savings while creating an income stream for the future by developing a solid financial plan. Jeff takes a holistic approach to retirement by educating on the effects of unexpected market losses, excess taxation, and assessing financial fees. He addresses the important retirement subjects that need to be considered:
- Maximizing Social Security and Taxation of Benefits
- Medicare/Supplement Options
- Estate and Tax Planning
- Retirement Asset Preservation
- Wealth Accumulation and Distribution
- Tax Deferred Growth Opportunities
- Retirement Income Strategies
- Legacy and Charitable Giving
- Insurance and Long-Term Care
Jeff has lived in the south metro area all of his life. He spent his childhood days in the “country” of Apple Valley, Burnsville, and Lakeville dirt biking, fishing, horseback riding, and swimming in Crystal Lake. He is married to his best friend Dianne and is a father of six while also being an emergency foster care parent. Jeff enjoyed his time as a youth leader at Bethany Church in Bloomington, being an adult leader for Boy Scout Troop 333 in Prior Lake, and a mentor to two young men through the Kids ‘n Kinship mentoring program of Dakota County. He is also passionate about inviting sponsors and volunteers to become involved with a school and ministry that offers hope and a future to underprivileged children in a remote area of Haiti.
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 fastpitch softball team, or enjoying the great outdoors, fishing, camping, or riding his bike.
Mitch’s work philosophy- He believes everyone entering the retirement years will need a comprehensive retirement plan, big or small. Mitch has worked for years helping pre and post retirees navigate through all of the challenges that come with putting together a safe and balanced portfolio.
Mitch has an extensive background in Retirement planning, Estate Planning as well as being a licensed insurance fiduciary.
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 to his oldest son’s football season. Yelisey loves spending time outdoors and is often seen jogging through town with his children and their Vizsla. Yelisey is proficient in a variety of topics and works hard to help clients achieve their retirement goals. Yelisey dedicates much of his time to providing people with the resources and information that they need to retire well. His approach is extremely detailed and methodical, ensuring that every hard-earned dollar is cared for appropriately. Yelisey has an MBA from Oral Roberts University. He is securities and Insurance licensed.
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.”
Before he started helping people with their insurance needs, Glenn earned a Degree in Applied Science from the Minnesota School of Business. And since 2004 has been helping people with their complex insurance needs.
Glenn is a licensed insurance fiduciary specializing in Life and Health insurance options including:
- Life Insurance
- Long-Term care Planning
- Individual Health/Dental/Vision
- Employer Benefits
Glenn considers himself a “foodie.” Whether it is the newest, hippest restaurant or some “hole in the wall” he recently heard about, he’s going to check it out. Also, Glenn and his wife are both avid science fiction fans; they love going to sci-fi movies and conventions.
Confucius once said, “Our greatest glory is not in never falling, but in rising every time we fall.”
The above quote reminds Glenn of his mother. He stated, “Watching her raise my brother, sister and myself on her own, seeing her never give up on trying to do better despite the obstacles laid before her… she showed me that sacrifice, hard work, and a never-give-up attitude are the qualities that will make you successful in life. Our greatest strength as human beings is our ability to not let our mistakes stop us, to press on, to get right back up and keep moving forward.”
Lance is an experienced CPA who works with Haven Financial Group. He specializes in tax matters related to retirees and soon-to-be retirees. This includes individual tax preparation, estate tax preparation, trust tax preparation and tax planning. He also does business tax preparation for LLCs, Partnerships, S-Corps and C-Corps. He has a strong educational background with degrees in Accounting, Economics and International Management.
When Lance is not working, he is spending time with his wife and four children. He enjoys sports and outdoor recreational activities. He also spends time being active in his church and community.
Director of Client Services
Rachelle has 29 years of business management experience & customer service experience. Rachelle is all about customer service and client relationships. A client should never feel like a number.
Rachelle grew up in Faribault, has lived in Prior Lake for over 21 years. Rachelle would say her biggest accomplishment in life is her family, married to Larry for over 26 years, and raising four daughters. Faith, Family, and Work. She loves cheering on her kids at their sports, and spending time with loved ones.
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. After graduation she managed a medical spa and found her love of managing an office and interacting with customers. Alaura loves animals, traveling, reading and puzzles. She is a self-proclaimed nerd as she is a huge fan of Harry Potter and Game of Thrones!
Ryan T. Damhof
Ryan T. Damhof has extensive knowledge of Trust planning, having previously worked with a national trust company and practiced in both small and large law firms.
Ryan attended Bethel University in Arden Hills, Minnesota, where he obtained a degree in Political Science and later attended the University of Saint Thomas School of Law in Minneapolis, Minnesota, where he graduated in 2013 with his juris doctor degree.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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