Our Personal Financial Advisors, having developed vibrant, independent financial practices spanning decades, decided their clients would benefit from combining and leveraging the strengths each brings to the table. In 2008 they came together as Full Circle Financial.
Personal Financial Advisors
Szablis M. Klee
Personal Financial Advisor | Principal
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800.323.9171 ext 4
Szablis@FullCircle Advisors.com |
Michael M. Matuska
Personal Financial Advisor | Chfc®
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507.345.1324 MMatuska@FullCircle Advisors.com |
Their unique approach to serving clients has attracted other like-minded professionals to the group over the years, which has grown to include a network of multi-disciplinary specialists including investment strategists, insurance, estate planning and retirement planning professionals in offices across the Midwest serving clients in nearly every state.
To schedule your no-cost consultation, call 1.800.323.9171 or
Click Here to Schedule an Appointment Online!
Client Service Team
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Your client service team is here to make your financial journey smooth and enjoyable! We’re dedicated to answering your questions and providing the support you need, so you can focus on what truly matters. With us by your side, our aim is to ensure you'll always feel confident and cared for in your financial decisions.
General Inquiries, Scheduling, Client Experience Questions
Maggie McGill-Zimny
Rochester Office Receptionist
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1.800.323.9171 ext.8
Maggie@FullCircle Advisors.com |
Account Information, Updates, Distributions, or Contributions
Kim Jungas-Samson
Branch Operations Specialist
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1.800.323.9171 ext.1
Kim@FullCircle Advisors.com |
Client Events & Promotions, Marketing Inquiries, Advisor Experience, Technology
Ethan Klee
Marketing Director
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1.800.323.9171 ext.3
Ethan@FullCircle Advisors.com |
Client Experience, Personal Financial Website, Data Management
Benjamin Trenary
Business Apprentice
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1.800.323.9171 ext 7Ben@FullCircle Advisors.com |
Account and Information for
Susan Stenzel and
Michael Matuska
Sharon Harris
Client Services Manager
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507.282.1793 SHarris@FullCircle Advisors.com |
