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Szablis Klee, founder of Full Circle Financial, lives in Rochester, MN with her two high school age children. Cooking, entertaining, painting, sculpting, interior design and space improvement projects, as well as reading, strategy board games with a house full of friends and food, and gardening all captivate her interests. She feels most at home when surrounded by friends and good conversationalists.
She is devoted to empowering individuals through delivering honest answers, personalized support, genuine care, ongoing education, and most importantly assisting them in maintaining their control. She is known for her "aHA moment" on-the-fly metaphors, and prioritizing her clients' understanding of the impact their financial decisions have on their lives.
In 2021, Szablis also founded Southeast Scuba Escape, a Scuba supply, technician, education, and travel shop built to bring the joy found under the ocean to those who may not normally get to see it.
Since founding Full Circle Financial in 2008, she has been non-stop in providing exceptional service to clients; prioritizing honest answers, plain-English explanations and education on their financial landscape, and genuine concern for their comfort and care. To further her service to her clients, Szablis manages and recruits staff that also hold these values, and advisors that uphold and grow the standards necessary to provide an excellent and fulfilling client experience.SHE DISCOVERED THAT INDIVIDUALS DESIRED HONEST ANSWERS, PERSONAL ATTENTION, AND ACCESS TO EDUCATIONAL RESOURCES TO HELP THEM FEEL INFORMED AND IN CONTROL.
Szablis is registered with United Planners, a nationally recognized securities broker/dealer which is registered with Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). She is registered to practice in multiple states. Szablis is an Investment Advisor Representative, Registered Securities Principal, and General Securities Registered Representative, and is also licensed by the State of Minnesota as a Life, Accident and Health Insurance Agent.
In 1998, Szablis stepped into the world of finance at Offerman & Company, a bustling broker/dealer nestled in Minneapolis, Minnesota. Here, she honed her skills, learning the intricate processes that unfold after a handshake between advisor and clients.
Promoted quickly into management, Szablis found herself in a managerial role, developing and refining the practices of advisors in bank branches and independent offices alike. It was here she solidified it wasn't spreadsheets or balance sheets that fueled her passion—it was the opportunity to help illuminate possible paths for individuals, to show them how their financial decisions could shape the quality of their lives.
Her journey took her to the heart of a large bank's investment headquarters in St. Paul, Minnesota, where she served as Senior Vice President and Director. It was here that she faced a stark realization: the institution's interests often overshadowed the clients'. Advisors struggled to provide the personal touch their clients craved and deserved, constrained by the institution's agenda and prescribed products.
Szablis saw an opportunity to bridge this gap, to offer something truly unique—a service grounded in honesty, personal attention, and education.
And so, in 2008, Full Circle Financial was established. With a clear vision and unwavering commitment, Szablis set out to build a team to redefine what the financial advisory landscape looked like to their clients. Along the way, she has recruited financial planners who share an approach, practicing with a focus on their client's best interest and understanding of the impact of their financial decisions. Full Circle Financial has grown to include multi-disciplinary specialists and now includes offices across the Midwest, with clients all over the country.
Now, more than ever, people need help navigating the risks and rewards of growing and protecting their wealth. Clear communication, a conversational, plain-English style of education, and genuine concern for the comfort and care of her clients are hallmarks of her practice. Szablis finds great satisfaction in her work striving to provide this experience to her valued clients.