Our Team

Art Staples ChFC, CLU

Art staples

Art has four decades of experience in the insurance and financial services industry.  He was the recipient of two of MONY’s top awards, the Theodore J. Shalack and Jacob W. Shoul “Man of the Year” award.  He is also a life and qualifying member of the industry’s Million Dollar Round Table.

Art supports the firm on a consultative basis where his 40+ years of real world experience provides unparalleled insight to the variety of challenges clients may face.  His specific expertise in insurance planning offers a unique skill that is not found at most other wealth management firms.

In his free time you will find Art on the golf course with his wife Liz or spending time with his grand kids.

Kris Staples, CWS ®

kris

Kris graduated magna cum laude from Hamline University in 2000 with a degree in Management and Communications.  In his 14 years at the firm Kris has grown to share his father’s passion for helping people grow and protect their legacies.  With a specific commitment to researching industry trends and cutting edge solutions for his clients, Kris ensures that everyone he works with is getting the best advice possible.

Active in the industry Kris is a member of the Financial Planning Association, NAIFA, and the Million Dollar Round Table.  In 2013 and 2015 Kris qualified as a Court of the Table producer.  In 2011, 2012, and 2014 Kris qualified as a Top of the Table representative placing him in the top 4% of a worldwide organization of over 30,000 members.

Kris spends his free time with his wife Kelly and kids Ava, Deacon, and Leila.  He also enjoys charity golf tournaments and is a fan of any college football, specifically cheering on the Gophers in their season tickets which his Mom’s family has had for over 100 years.

Trevor Johnson, CWS ®

Trevor johnson

Trevor was born and raised in Farmington, Minnesota.  He graduated from St. Johns University in 2004 with an entrepreneurial spirit and desire to help people.  Since then Trevor’s skill in financial planning, strategy, and technology has provided the firm an invaluable resource to enhance the advice to our clients.

Trevor is a member of the Million Dolllar Round Table, NAIFA, and the Financial Planning Association.

In his free time Trevor enjoys spending time with his wife Jennifer, daughter Lauren, son Sawyer and their silky terrier Miley.  He also enjoys competitive and charity golf events, attending sporting events, fishing, hunting, playing racquetball, and brewing craft beer.

Rachael Johnson

rachael

Rachael came to the firm via the banking industry bringing an organizational mindset to the day-to-day operations of the business.  Her approachable personality allows her to build strong relationships with our clients.  In addition, her ability to handle a multitude of issues ensures the smooth execution of our client services model.

Rachael lives with her husband Ryan and Golden Retriever Dexter in Hastings.