MANAGEMENT TEAM

Peter Orth CFP® - Certified Financial Planner / Regional Manager

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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.

 

Dave Ramstack - Financial Advisor / Regional Manager

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Dave Ramstack lives in Edina, MN with his wife Ali, and two boys Augie & Miller. His background includes 18 years as a financial advisor providing solutions to individuals, and corporations. A diverse background that has given him experience working for premier companies in the banking, insurance, and brokerage industries. Dave’s research minded focus on both the offensive, & defensive sides of Wealth Management has given him a very unique way of seeing things, and the ability to pass this perspective to his clients.

 

Hollie Yeager - Office Manager

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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.

 

Ken Schmitt - Unit Sales Manager

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I was born and raised in St. Cloud, Minnesota. I now reside in Waite Park with my wife, Norine. We have a growing family which includes our three boys and seven grandchildren. When I am not working, I enjoy family activities, fishing, hunting and the outdoors. I am involved in my community and volunteer with scouting, city planning/festival committees, city council, and teaching youth how to fish through a local fishing club.

I have been an Insurance Agent/Trainer since 2009. Licensed in Health Insurance including Medicare, individual, health insurance. Life Insurance for all ages along with Final Expense plans and Long-Term Care and Annuities.

 

Steven Orth - Unit Sales Manager

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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.

 

Aaron Mitcheltree - Field Trainer

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WHY ME!
“I know there are a lot of people competing for your time right now. Interview me and allow me the chance to be the “professional you wouldn’t be without”. My goal is always to blow your socks off with value so you’ll run and tell everyone about me!”

  • Master’s degree in Business Management
  • 12-year Navy veteran (Chief Petty Officer)
  • Two deployments onboard aircraft carriers
  • Licensed and backgrounded by the State
  • Secret security clearance in Military
  • A total budget nerd (Dave Ramsey Master Coach)