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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

4 advisors near 57369

Out of 400,000+ nationwide

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Janel D

Series 66

Platte, SD

Edward Jones

Janel Du Frain is a financial advisor with Edward Jones in Platte, SD, holding a Series 66 designation and over 20 years of industry experience. She has been with Edward Jones since 2004 and is also currently involved with the City of Platte and BMI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tait S

Series 66

Platte, SD

Thrivent Investment Management

Tait Sibbel is a financial advisor at Thrivent Investment Management with a Series 66 designation and experience beginning in 2025. Prior to joining Thrivent, he worked at Ag Consulting Group and Cargill. Outside of his advisory role, Sibbel is involved in his community as the offensive coordinator for Platte Geddes High School football, president of the Platte Geddes Area Youth Football program, and president of the finance council at St. Peter's Catholic Church. He also owns and operates a family ranch. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing a range of financial topics, while maintaining separate managed-account services and does not serve institutional portfolio management or adviser selection needs.

Business ownership considerations
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Trevor K

Series 66

Platte, SD

Edward Jones

Trevor Koehn is a Series 66 licensed financial advisor with Edward Jones, based in Platte, SD, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for six years at Autobody Specialists Inc. Outside of his advisory role, Koehn is involved in managing rental properties through his ownership of local LLCs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services and investment options, supported by a large network of advisors and branch offices across the country.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Lacey H

Series 66

Platte, SD

Raymond James Financial

Lacey Hogan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. She previously worked at RNL Investments, LLC and Great Western Bank. Outside of her advisory role, Hogan is a joint owner and bookkeeper of an agricultural business, Hogan Honey Farms, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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