Patrick Lynn Goltz

Jason Hallonquist is a CFP® professional with 24 years of experience in the financial services industry. He has been with Accredited Investor Services, LLC, dba AIS Planning, since 2008 and serves as an advisor and 10% owner. Outside of his advisory role, Hallonquist participates in several community organizations, including serving on the board of Anne Marie's Alliance, a shelter and support system for battered women, and co-chairing an expense committee at Westwood Community Church. AIS Planning provides financial planning, discretionary investment management, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate plans. The firm employs academic-based asset allocation methods and utilizes model strategies and sub-advisers while offering fiduciary and ERISA-related services.

Teresa Bawden is a Series 65 licensed advisor at AIS Planning with four years of industry experience. Her prior work includes roles at Tax Sheltered Compensation Inc, CBA, Minnwest Bank, and Bremer Bank. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans with financial planning, discretionary investment management, and qualified retirement plan consulting. The firm employs model strategies and sub-advisers while managing client oversight, allocation, rebalancing, and communication for a diverse client base.

Charles Shaefer is a financial advisor with AIS Planning in Fort Myers, FL, holding a Series 63 designation and 12 years of industry experience. He has worked at AIS Planning since 2015 and previously at Keystone Wealth Advisors, Inc. from 2013 to 2018. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm manages discretionary assets of approximately $335 million through a team of nine advisors, utilizing model strategies and sub-advisers while maintaining oversight and client communication.

Nathan Goebel is a CFP® professional with nine years of industry experience, currently serving at AIS Planning since 2020. His prior roles include positions at Cetera Investment Services LLC, WealthCare Inc., VOYA Financial Advisors, and Northwestern Mutual. He also worked at St. Cloud State University early in his career. AIS Planning provides financial planning, discretionary investment management, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm’s approach emphasizes individualized planning and academically based asset allocation strategies, implementing portfolios through model strategies and various sub-advisers.

Sydney Meyer is a financial advisor with AIS Planning in St. Cloud, MN, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining AIS Planning, Meyer worked at Five Star Financial, Sagepoint Financial, Dan Anderson - State Farm, Edward Jones, and Northwestern Mutual. Meyer also serves as an independent insurance agent specializing in accident & health, property & casualty, and life insurance. AIS Planning offers financial planning, discretionary investment management, and qualified retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm’s investment approach emphasizes individualized planning, academic-based asset allocation, diversification, and tax awareness, often implementing portfolios through model strategies and third-party sub-advisers.

Sarah Noble is a financial advisor at AIS Planning with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at AIS Planning since 2019, with a brief tenure at Great Valley Advisor Group in 2023. Outside of her advisory role, she is the owner and president of Elevate Collective, LLC, a marketing consulting firm specializing in brand awareness, content creation, and video scripting. AIS Planning is a registered investment adviser serving individuals, trusts, estates, and retirement plans, managing discretionary assets of approximately $335 million through a team of nine advisors. The firm employs model strategies and sub-advisers such as SEI Investments Management Corporation and American Funds, focusing on asset allocation, diversification, and tax-awareness principles in its investment approach.