Financial planning tailored to your goals

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With 28 years of advising clients, Rose Windschitl is an experienced Financial Advisor. Rose works with her clients to develop wealth management strategies to help them address their financial needs and goals. Rose's greatest strength is her ability to build strong client relationships based on mutual trust and understanding.

A graduate of Saint Cloud State University with a Bachelor of Science degree in Business and Marketing, Rose holds Series 7, 63 and 65 securities licenses, as well as a Minnesota insurance license. She is a CERTIFIED FINANCIAL PLANNER® Professional.

Rose currently serves on the St. Boniface Endowment Fund and Advisory Committee. She is also a member of the Central Minnesota Estate Planning Council and Central Minnesota Chapter of Leave a Legacy. She is a past board member and financial committee chair of CentraCare Health Foundation.

Rose and her husband live near Cold Spring, MN. They have four children and three grandchildren. Rose enjoys skiing, biking, canoeing, reading, and quilting.

• Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• CERTIFIED FINANCIAL PLANNER®
• Series 63
• Series 65
• Series 7

• AK
• AL
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• CA
• CO
• DE
• FL
• IA
• ID
• IL
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• KS
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• MI
• MN
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Christina Van Slooten has nearly 25 years of experience in the financial services industry. She specializes in comprehensive financial planning, including the areas of retirement, insurance, estate planning and education funding. What sets Christina apart from other Financial Advisors is the level of personal service that she provides to her clients.

Christina received her Bachelor of Science degree in Finance as well as her Masters degree in Business Administration from Saint Cloud State University. In addition to series 7, 63 and 65 securities licenses, Christina also hold her Minnesota insurance license. She is a CERTIFIED FINANCIAL PLANNER® Professional.

Christina is an active member of the Forum of Executive Women, where she has held various board positions. She is also a member of the Central Minnesota Estate Planning Council, Leave a Legacy of Central Minnesota, and Celebration Lutheran Church in Sartell. Christina enjoys her volunteering and was recognized by the local Zonta Club for her work with Terebinth Refuge. She received both the Centennial Impact Award and the Community Champion Award.

In her free time, Christina enjoys traveling every opportunity she gets. She also enjoys playing sports and watching her children compete in various athletics. She lives near Sartell with her husband, Jeff, and their three sons.

• Series 7
• Series 63
• Series 65
• CERTIFIED FINANCIAL PLANNER®

• AK
• AZ
• CA
• CO
• DE
• FL
• IA
• ID
• IN
• KY
• MA
• MI
• MN
• MO
• MS
• NC
• ND
• NH
• NJ
• NV
• NY
• OR
• PA
• SD
• TN
• TX
• UT
• WA
• WI
• WV

It has been more than a decade since Andrew first entered the financial services industry and he takes immense pride in his ability to truly understand his clients needs and create relationships that will last a lifetime. Throughout his life he has learned that in order to better himself, he must work to better the community around him. In college he spent time as an intern for UBS and it was then that he found that he could make a true impact on the financial health and well-being in the community that he calls home. After receiving his Bachelor of Science Degree in Finance from St. Cloud State University in 2015, he chose to pursue the path as a Wealth Manager with UBS. Today, strengthening the financial fabric of his neighbors in his community and using his expertise to assist in educating clients and their families has given him a true purpose.

In addition to his degree in finance, he also holds his Series 7 and 66 licenses as well as his Minnesota Insurance License. Andrew is CERTIFIED FINANCIAL PLANNER® Professional.

Andrew currently serves as a Director for the Stearns County Chapter of Pheasants Forever. He is a former President of the Saint Cloud Rotaract Club and a former Board Member for the Stearns History Museum.

He enjoys spending time with his family, traveling, hunting, fishing, camping, cooking, reading and cheering on the Minnesota Vikings. He currently resides in Saint Cloud with his wife, Kim, and their three children Rosalie, Oliver, and Violet.

• CERTIFIED FINANCIAL PLANNER®
• Series 7
• Series 66
• Bachelor of Science degree in Finance, Saint Cloud State University

• MN

Mary Jo has over 28 years of financial services industry experience. She enjoys the fast pace and challenges of the industry and specializes in client services and team administration. She enjoys helping clients and believes in providing efficient and high quality service.

Mary Jo received her Bachelors of Science degree in Political Science and Minor in Business Law from Mankato State University. She holds her Series 7 and 63 securities licenses.

Mary Jo resides in Cold Spring, MN with her husband, Jeff, and their three sons. She enjoys spending time with her family as well as the outdoors, sports, travel, reading, health and fitness and relaxing at the cabin.  

• MN

Carol has over 27 years of industry experience. Her forte is working with and serving clients in the fast paced and challenging financial services industry. She also specializes in client services and team administration. She believes in providing efficient and high quality service.

Carol holds her Series 7 & 66 securities licenses and her Minnesota Accident, Life & Health Insurance, Variable Life Insurance and Variable Annuity licenses.

Carol lives in Waite Park, MN. She enjoys spending time with her children and grandchildren as well as traveling, hiking, watching movies and knitting. She is a volunteer at the Saint Cloud Veterans Affairs Health Care System.