1500 McAndrews Road West,
Rolf is the owner and lead collaborator of Business and Family Advisors LLC and has been in business for over 20 years. His focuses are in financial planning, retirement, social security, tax planning, Medicare and 401(k) plans. Rolf is licensed in MN and WI.
In 2016, he earned his Accredited Investment Fiduciary® (AIF®) and continues to maintain it and be in good standing. This designation is a professional certification that demonstrates an advisor serving as an investment fiduciary has met certain requirements to earn and maintain the credential. AIF® Designees can demonstrate that they have met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.
Before Business and Family Advisors LLC, he owned and operated his own successful property and casualty insurance agency. He has worked for small closely held businesses with local, national and international reach and also worked for fortune 500 companies. Rolf holds a bachelor’s degree in Entrepreneurship and Marketing from The University of St. Thomas.
When not working he enjoys spending time with his wife and their three children. He enjoys sports and is active in his community through volunteer opportunities. Rolf also enjoys spending time outdoors fishing and hunting.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.