Leadership Team
Jeffrey F. Bigler, CLU, ChFC
Investment Advisor Representative
(507) 288-8131
A focus on professional knowledge, client service, community and industry involvement, and the highest standards of ethics are the cornerstones of building a successful wealth management practice.
Andrew C. Vix, CFP®
Investment Advisor Representative
(507) 288-8131
Trust, open communication, and the highest level of integrity are the underlying principles that guide Andy's practice.
Keith R. Meyers, CLU, ChFC, CFP
Investment Advisor Representative
Keith is an Investment Advisor Representative for Royal Alliance Associates, Inc. He was raised in Cannon Falls, MN and graduated Minnesota State University, Mankato Minnesota in 2001 obtaining his bachelor's degree in Finance and...
Team
Jeffrey F. Bigler, CLU, ChFC
Investment Advisor Representative
(507) 288-8131
A focus on professional knowledge, client service, community and industry involvement, and the highest standards of ethics are the cornerstones of building a successful wealth management practice.
Andrew C. Vix, CFP®
Investment Advisor Representative
(507) 288-8131
Trust, open communication, and the highest level of integrity are the underlying principles that guide Andy's practice.
Trina R. Urban
Investment Advisor Representative
(507) 288-8131
Trina is an Investment Advisor Representative with Advanced Financial Consultants. She started in 2000 and came with 10 years experience in the...
Daniel W. Charlesworth
Investment Advisor Representative
(507) 288-8131
Dan works primarily in the Rochester area, where he was born and raised. His specialty is working with young individuals and families to help them build a customized financial plan...
Noah Pavek
Financial Paraplanner
Noah Pavek is on the team of Jeff Bigler, Andy Vix, and Trina Urban. He moved to Rochester from Northern Minnesota in the summer of 2020. Noah graduated from the University of North Dakota with a BBA in Investments and a minor in Economics.
John Bigler
Financial Paraplanner
507 288 8131
Ryan Ledebuhr
Financial Paraplanner
Ryan Ledebuhr joined the team of Jeff Bigler, Andy Vix, and Trina Urban in 2021 as a Financial Paraplanner. He assists the advisors in developing client relationships, reviewing profiles, updating client data, and understanding client...
Jacquie Notermann
Registered Assistant
(507) 288-8131
Jacquie is a Financial and Retirement Plan Associate and joined our team in 2013. She graduated from the University of Wisconsin - La Crosse in 2006 with a Finance degree.
Sarah Knepper
Client Services Manager
Melanie A. Nordman
Origination and Distribution Specialist
Melanie is a Research Specialist with Advanced Financial. She graduated from the University of St. Thomas, St. Paul Minnesota in 1986 with an Accounting degree. Before joining Advanced Financial Consultants in 2006, she spent her early...
Pam Sparks
Client Service and Communications Specialist