Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Meet The Team
Founder & CEO
Larry Kallevig was born and raised on a farm in Kandiyohi, Minnesota, and brings his farm roots to his business — it’s all about hard work and doing the right thing. He graduated from Bethel University with a double major in Finance and Accounting. He furthered his education by becoming licensed in real estate and insurance.
Larry is an advisor that truly enjoys helping people. He brings over 20 years of business ownership, management and consulting in various capacities. Larry has served clients in Minnesota on asset protection strategies. Using sound financial principles, Larry has a no-fluff approach to helping clients meet their financial goals. In addition to helping his clients Larry now enjoys mentoring other financial professionals.
The heart of Larry starts with his wife and four young daughters; he truly is a family man. His hobbies include, golf, boating, church activities, and cheering his children on during in their numerous sporting activities.
Yelisey Kuts is the proud son of two immigrants from Ukraine. Before his second birthday, his parents afforded him the opportunity of a lifetime. His father Nikolay and his mother Nadia left the former Soviet Union and moved to the most remarkable country on earth, the United States.
Yelisey is deeply grateful to his parents for teaching him the value of hard work and discipline. While pursuing his master’s degree in business from Oral Roberts University, Yelisey always found ways to volunteer his time in the community. As a team leader for Habitat for Humanity, he found fulfillment in helping others. Now, as he councils those who are nearing retirement, he can truly express his gratitude and appreciation to his family. Yelisey dedicates much of his time to providing people with the resources and information that they’re entitled to. His approach is extremely detailed and methodical, ensuring that every hard earned dollar is protected. Yelisey is Securities and Insurance licensed.
Trey is a graduate of Oral Roberts University with a degree in Corporate Communication and a minor in Business Entrepreneurship. Trey has developed a strong business and leadership background by being part of a few leading organizations throughout his business career. In addition, Trey wrestled for the Apple Valley Wrestling team. One of the top wrestling schools in the nation.
Having spent years as a director in his parents’ non-profit, he learned that he did not want to just do business as usual, but to do something that positively effected peoples lives on a daily basis. His business experiences have helped him develop the skills that make him a good listener, problem solver, and servant leader in the financial industry.
Trey is married to his beautiful wife Steph and loves spending time with his newborn son Cyrus. He enjoys serving with his family through local and international missions, working out, taking Steph on dates, playing and hiking with his dogs, boating with family, and leading one of the fastest growing Young Professional mentorship groups in the Twin Cities.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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