EMAIL JANET

Janet Stanzak
Founder, Partner

Janet Stanzak is a CERTIFIED FINANCIAL PLANNER™ with a Master of Science in Financial Planning with an emphasis on portfolio management. She received the Financial Planning Association’s Heart of Financial Planning award in 2018. She is a national past president of the Financial Planning Association and past president of the FPA of Minnesota, and of the Rotary Club of Chanhassen. 

Janet enjoys the challenges of strategic analysis that pull together the many puzzle pieces of a client’s financial situation into one big picture but what she loves most is helping clients realize their dreams.

In her spare time, Janet volunteers teaching personal finance in high schools along with a Minnesota non-profit, Best Prep. She’s been married 37 years to a wonderful husband, has two adult children, an English springer Marley, and loves golf, cooking and cross-country skiing.

email kristin

Kristin Garrett
Partner

Kristin Garrett is a CERTIFIED FINANCIAL PLANNER™ practitioner and an active member of the Minnesota chapter of the Financial Planning Association.

Kristin started her career in the wealth management industry based on the technical aspects of planning, but stayed because of her passion for cultivating long-term and meaningful client relationships. She enjoys making a difference in her clients’ lives. Kristin's ultimate goal is to provide high quality service and advice so clients have the ability to pursue their purpose in life.

Kristin lives in Minneapolis with her husband, two children and rescue puppy, Gracie. She can be found volunteering at her kids’ school and other community engagements. She loves traveling, camping, running, skiing (both downhill and cross country) — anything that allows her to be outside.

EMAIL MARY

Mary Reimers
Director of Client Services

With over 20 years of financial planning, investments, and operational experience, Mary has worked in most facets of comprehensive financial life planning. In 2004, she started her own business and has worked for several financial advisory firms as an investment operations virtual assistant from her home in Nebraska. 

Mary’s responsibilities have included the ongoing management of portfolio systems, quarterly investment reports and billing, clients’ investment service needs and enhancement of investment processes. She has worked with client meeting preparation across all financial planning subjects, is well versed in investment operations and client service, and has managed complex software programs through many changes and upgrades.

Outside of work, Mary stays active in her community. She has been president of Hall County 4-H Council and held leadership positions in PTA, MOPS, and her Church Council. She loves photography, yoga, following health and wellness blogs and treasures time with her fun-loving husband, Jeremy, their three girls, and their new Havanese puppy, Coda.

"The most exciting part of our work is helping to create a plan that supports your amazing life in ways that matter most to you. We marry life and money so you can live a fulfilling life." -- Janet​

Objective Independent Advice

We believe fee-only compensation and a fiduciary relationship are vital to placing the interests of the client above all others. 
We are your advocate. Your best interests always come first. ​

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