Peter Orth lives in Rogers with his wife Danelle, and three daughters: Danica, Naomi, & Gabrielle. He was born on a small farm north of Melrose, and is the youngest of twelve siblings. Pete enjoys giving back by serving on a mission team that mentors businesses in Haiti. Pete has been practicing retirement planning since 2001. He has since become a Certified Financial Planner, focusing on investment, estate, insurance, retirement, and tax planning. His well rounded views are a true benefit to any client regardless of their financial position.
Chad lives with his wife Gail in Brooklyn Park. They have 3 adult children and 4 grandchildren. Chad has been in the financial service industry since 1999 and enjoys helping people through an educational and consultative approach. His mission: To create financial independence so people can live the life of their dreams.
When not working in the office or in front of clients Chad enjoys traveling and the outdoors – camping, hunting, fishing, and hiking. Chad & Gail have hiked to the summit of two Colorado 14er’s – Mt Elbert and Longs Peak. Come in to share & compare your favorite travel story.
[email protected] - Insurance
[email protected] - Brokerage
It has been my pleasure to work for American Senior Benefits Minnesota since 2011. I am a licensed insurance professional who enjoys supporting all of the wonderful agents we have at our location. I enjoy weekends at my cabin in Wisconsin and spending time with my family.
I have been in the business going on 9 years now. I enjoy helping people understand the complexities of Medicare as well as educating them on how to prepare for retirement. I find that meeting one on one is the best way to get to know my clients and what their needs are, providing the products that best suit them.
Since I am a broker I can find the better products on the open market because I am not captive to any company or product. I am always taking certification classes to make sure I am up to date on the latest products and rules regarding retirement planning.
I like to review Life Insurance, Long Term Care planning, Medicare, and Retirement with my clients. My goal is always putting the interest of my clients first. I am a One Stop Shop (if you will) because I can handle every thing that pertains to ones retirement. I am always available by phone or e-mail!
My wife and I have 3 active children ages 17, 14, and 10. We enjoy volunteering at our church, (we make doughnuts!) attending school sporting events, playing games and watching movies. Our family also likes to go camping, have bonfires and spend time with our pets, family and friends.
I would be happy to meet you and assist you with your questions and needs.
