Matthew Engelmann is a financial advisor at LifeSTAGE Wealth Management, Inc. with 20 years of industry experience. He holds a Series 66 designation and has been with LifeSTAGE since 2016. Outside of his advisory role, Engelmann is the owner and president of 3 Rivers Company LLC, which provides tax preparation, business consulting, and insurance sales. LifeSTAGE Wealth Management serves individual clients and business entities, offering fee-based discretionary investment management and consulting services, including employer retirement plan consulting. The firm manages approximately $74.6 million in discretionary assets and employs a blend of fundamental, technical, and cyclical analysis while conducting regular account reviews.

Jeffrey Wickmann is a financial advisor with LifeSTAGE Wealth Management, Inc. in Coon Rapids, MN, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with Fintegra, LLC since 2008 and has been with LifeSTAGE Wealth Management since 1997. Outside of advisory services, he operates Wickmann Tax Service, a tax preparation business. LifeSTAGE Wealth Management provides fee-based investment management and consulting to individuals, including high-net-worth clients, as well as employer retirement plans and other entities. The firm uses tailored strategies based on fundamental, technical, and cyclical analysis and third-party research, managing approximately $50 million in discretionary assets for about 122 clients.