Main Office - Minnetonka, MN
10900 Wayzata Boulevard
Suite 730
Minnetonka, MN 55305
Phone: 612-746-2200
Fax: 763-545-2222
Mon-Friday: 8:00 AM - 4:00 PM
Services:
- Financial Planning
- Investments*
- Life Insurance
- Disability Insurance
Business Planning
- Business Insurance
- Buy-Sell Agreements
- Exit Planning
- Split Dollar Arrangements
- Succession Planning
- Executive Compensation Planning
- Employee Benefits
*Investments offered through Park Avenue Securities
Main Office - Financial Professionals
Chris Elhardt
Financial Advisor
Chris’ goal with all of his clients is to build strong, lifelong relationships while helping them make smarter decisions with their finances. By better educating his clients, he is able to help them grow and protect their wealth...
Dale Forsythe
Dale Forsythe, graduate of Mankato State University, is currently a Disability Specialist, having 12 years of advanced disability underwriting experience with Guardian, and was chief disability underwriter with them. He worked for...
Dave Seidelmann, CFP®
Financial Advisor
David_Seidelmann@FosterKlima.com
Cash flow is a critical element to everyone's finances. With so many competing priorities for where money can go, Dave helps people ensure their cash flow remains uninterrupted during their working years as well as in retirement.
Dustin Peltier, CFP®
Financial Advisor
Dustin Peltier is Co-Founder & President of Well-Being Wealth Strategies, a specialty financial planning firm located in Minneapolis, MN. As a financial advisor that began his career with Foster Klima in 2005, Dustin is dedicated to...
Ernest Draper, CFP®
Disability Income Specialist
For over 15 years, Ernest Draper has provided financial advice to individuals, families and business owners. He specializes in innovative investment strategies and wealth preservation products ...
Gavin Lindemann
Financial Representative
763-545-2222
gavin.lindemann@fosterklima.com
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Foster Klima & Company, Inc is not an affiliate or subsidiary of Guardian.
Heather Bantle
Financial Advisor
heather_bantle@fosterklima.com
I joined Foster Klima & Company with a mission to bring financial balance to my clients' lives and/or their small businesses through macro planning with uncommon thinking and a holistic approach. My passion is to educate my clients on...
Jean Hegarty
Financial Advisor
Jean Hegarty and her team’s primary focus centers on the client-consultant relationship.
Joe Barwick
Financial Advisor
While working almost exclusively with the medical community for nearly a decade, Joe and his business associate Donny have gained a unique understanding and keen knowledge as to the problems, concerns and frustrations that physicians face.
Jon Marker
Financial Advisor
With over 20 years as a Financial Representative, Jon is committed to providing each of his clients with strong, successful financial solutions that are individually tailored to their particular needs and goals.
Jonathan Drewes
Financial Advisor
Jonathan builds relationships with his clients based upon what is important to them. He works together with his clients to develop and implement strategies that reflect their priorities and values.
Joseph J. Varno, DDS*
Retired Agent
I am a born and bred Minnesotan and I owned my dental practice for almost 20 years. During that time, I cared deeply about the individuals and families I served and ensured that they maintained excellent physical health. Now, I help my...
Linda Bartlett
linda_bartlett@fosterklima.com
In her current role as Vice President, Life Specialist, Linda is responsible for producer sales support as well as product training and support.
Logan Fischer
Financial Advisor
Matt Hermann
Financial Advisor
Matthew J. Hermann is a 2007 graduate of North Dakota State University with an undergraduate degree in Business Administration-concentration in Finance.
Mike Schweitzer
Financial Advisor
612-746-2399
Mike.Schweitzer@fosterklima.com
Mike Schweitzer attended the University of Minnesota. Before beginning his career in financial services, he was a business owner and had a sales position with Workplace .
Paxton Reiter
Financial Representative
763-545-2222
Richard Wallace
Dick has been serving his clients for over 29 years designing benefit plans and recently consulting with business owners, individuals and executives to develop strategies that maximize wealth and legacies.
Scott Wolf , CLU®, ChFC®,CASL®
Associate General Agent, President,
After serving in the United States Air Force, Scott entered the financial services industry in May, 1987. During his career, he has earned designations from the American College in Bryn Mawr, Pennsylvania for Chartered Life Underwriter...
Shawn Lemp
Financial Advisor
Shawn Lemp has more than 30 years of experience in wealth management and life insurance services. He serves as a financial advisor to individuals and families, as well as owners of privately held businesses.
Stephen Shealy, CFP®, RICP®
Director of Wealth Management
stephen_shealy@fosterklima.com
Stephen’s dedication to clients and advisors centers on the belief that every financial decision should be well-informed and made within the context of a plan. After clarifying each person's financial priorities and current...
Tyler Huntley
Financial Representative
763-545-2222
Agent of Foster Klima & Company. Foster Klima & Company, Inc. (612-746-2200) is an Agency of The Guardian Life Insurance Company of America® New York, NY 10004.