Financial Advisors

Your CMFA team is local|knowledgeable|dedicated|convenient|relatable.

Central Minnesota Financial Advisors have all the experience and knowledge of big, national investment firms but are uniquely dedicated to serving the needs of Central Minnesota. All of our CMFA staff were born and raised in Minnesota - allowing them to understand the values and traditions of Minnesotans.

We understand that everyone's path to wealth management and retirement planning is different. It doesn't matter if you haven't started planning or if you've hit many bumps in the road throughout life's journey - there's always an opportunity to create a successful financial road map. Our team works with you through each stage of life and ensures you understand and are comfortable with your customized plan.

Set up a no-cost, no-obligation meeting with one of our distinguished financial advisors to get started today: (888) 597-4516

Central Minnesota Financial Advisors

Check the background of these investment professionals on FINRA's BrokerCheck

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Dean Goebel, Financial Advisor

Dean N. Goebel

Financial Advisor
Dean knew he wanted to be a financial advisor since he was 8 years old after he heard his father's financial planner tell him, "You work too hard for your money - you need your money to work harder for you." Dean grew up on a dairy farm in Central Minnesota which taught him the value of hard work and dedication. Dean now raises his family of five children with his wife in the Melrose area.

Dean obtained a finance degree from St. Cloud State University while working at a top-performing national investment firm. This was where he learned the business and got his start in the investment world.

Dean has been professionally working as a financial advisor for over 10 years and is actively involved in the industry. Dean is a member of the Senior Advisor Leadership Team (SALT) with CUNA Brokerage Services. This group consists of CUNA Brokerage Services’ most tenured and successful advisors. Dean has coached a national top-producing sales team for a Global Fortune 500 Company and received Regional Rookie of the Year.

Dean is FINRA registered to sell securities and holds Annuity, Life, Variable Life, Accident and Health Insurance licenses.

Make an appointment to visit Dean at any of these CMCU branches: Albany, Avon, Freeport, Grey Eagle, Holdingford, Melrose.
 
Stephanie Mayers, Financial Advisor, CRPC

Stephanie Mayers

Financial Advisor, CRPC®
Stephanie Mayers, CRPC, is an accomplished financial advisor with more than 14 years of experience in the financial and insurance industry. As a native of Spring Hill, Stephanie is a local farm girl with deep family roots. She and her husband are now raising their three children in the same area—continuing the values of family, friends, and community.

Stephanie started her financial career with Central Minnesota Credit Union, as a part time teller, loan officer, and then financial advisor. Her passion is spreading financial planning education throughout her community. Stephanie understands the importance of full financial planning and takes the time to understand clients’ priorities so she can aid in creating, implementing, and maintaining customized investment portfolios and retirement plans.

Stephanie specializes in the sale and administration of investment accounts, personal and business retirement accounts, insurance products, and financial planning services. She has received the Women of Distinction award from CUNA Brokerage Services for her outstanding performance as a financial advisor. A program created by women, for women, Women of Distinction is an award recognizing the top performing female financial advisors within CBSI’s broker-dealer operation nationally, according to CUNA Mutual Group, its parent company.

Stephanie is FINRA registered to sell securities and holds Annuity, Life, Variable Life, Accident and Health Insurance licenses.

Make an appointment to visit Stephanie at any of these CMCU branches: Sauk Centre, Long Prairie, or Little Falls
 
Michael Schwieters, Financial Advisor, CRPC

Michael Schwieters

Financial Advisor, CRPC®
Michael Schwieters, CRPC, has been dedicated to the financial services and insurance industry for nearly a decade. Michael kicked off his career by graduating one year early from St. John’s University with a degree in Economics and started by working with the Minneapolis Financial Group. Michael quickly discovered that he appreciated the small town life more than the city and moved back to Stearns County where he now resides with his wife and child.

Michael continues to serve his community in organizations outside of CMFA. He is an active member of the Cold Spring Chamber of Commerce and enjoys being involved in supporting his local community. Michael presented at the National Conference for Undergraduate Research. Now, he continues his dedication by setting a career goal to develop his client relationships to last a lifetime — not just a few years.

Michael specializes in financial planning services, retirement planning, investment accounts, and insurance products. Michael holds the Chartered Retirement Planning Counselor (CRPC) Designation. Throughout his professional career, Michael has focused on holistic financial planning for his members to help them reach their financial goals.

Michael is FINRA registered to sell securities and holds Annuity, Life, Variable Life, Accident and Health Insurance licenses.

Make an appointment to visit Michael at any of these CMCU branches: Belgrade, Cold Spring, Collegeville, Paynesville, or St. Joseph.
 

 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
Chartered Retirement Planning Counselor(SM) and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
FR-1793973.1-0517-0619
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