Thank you to all who attended our 2019 Holiday Open House!

We look forward to starting a brand new year with you!

Organize.	Plan.	Advocate.
Your financial life is complex. Our professional technology and personal guidance can help organize and focus, affording you the time to turn your attention to the aspects of life that bring you joy.	Taking the time to understand your values and needs, we help you design your future. We bring together clients and specialists to provide the planning, tools and experience to help you reach your goals.	We monitor and adjust your plan with you as life and conditions change. Educating clients so they are confident making smart decisions in a variety of financial situations is a hallmark of our practice.

Ready to meet? Set an appointment with our online scheduler, or

fill out our preliminary questionnaire

What We Can Do

For You

We are an ensemble of financial professionals working collaboratively to provide an effective and deeply satisfying experience for our clients. That experience includes a comfortable and clear conversational style, focus on education, and genuine interest in your comfort and care combined with our breadth of experience and creative planning strategies.

Our Senior 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. Their unique approach to serving clients has attracted other like-minded professionals to the firm 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.

Full Circle Financial is an independent practice.

Why does it matter to you?

No national investment firm or bank budget and bottom line to support.
No sales agenda or proprietary products we're required to sell.
No limited menu of products to stretch into the resemblance of comprehensive solutions to your needs.
Our independence allows us to make recommendations consistent with reaching the most important objectives--yours.
With access through our broker/dealer to a vast array of products and services available in the marketplace, both traditional and alternative, we are able to match your needs to appropriate solutions, selecting the best fit and value without compromise.

We choose independence to benefit you!

Much of traditional financial planning, advice and information available to the public is focused on chasing a number. The minimum you need to “make it”.

The problem? Money defines your life.

Day to day mechanics of living can distract you from your values, ideals, and aspirations. We quiet the noise, and guide you through reconnecting with your vision for life.

The result? Life defines your money.

A complimentary initial consultation is always available to new potential clients.

Fair compensation for services offered is of course extremely important to both the advisor and the client. Because each client's needs are different, and the complexity of each situation will vary, we offer great flexibility in our schedule of services and our fee schedule.

Flat Financial Planning Fees are based on your net worth. We don't require that you have assets managed on our programs, but if you do, future financial planning fees are offset. Every 12 months fees are recalculated, discussed, and agreed upon so we are always on the same page and transparency is maintained. It's important to us that you are able to judge the value we are bringing to your life against the cost.

Our Locations

Main Branch \| Rochester, MN	Mankato, MN	Eden Prairie, MN

Szablis Klee \| Alex Stanton \| Perry L. Diede \| Dana Grimsrud \| Susan Stenzel	Michael Matuska	Alex Stanton
1741 2nd St. SW Rochester, MN 55902 800.323.9171	105 Arrowwood Court Mankato, MN 56001 800.323.9171	9531 W 78th Street, Ste. 140 Eden Prairie, MN 55344 800.323.9171

Affiliate Locations

Fairmont, MN	Elmwood Park, IL	Chicago, IL	Slayton, MN

Jeff Zarling \| Mark Mancell	Jay Cutrera	Jay Cutrera David Lewitas	Marilyn Carlson
The Center	Cutrera Financial	Cutrera Financial	Maple Path Financial

Meet your Team

Our advisors and specialists work collaboratively to provide exemplary service...

...our client service team works to make sure your experience is just as great.

Ongoing Service & Relationship

After we have developed an analysis of your current situation, and together made a plan, our work is not finished. Offering ongoing unlimited support to our clients, we like to say we are at your beck and call. Regularly scheduled review meetings will be offered at a frequency you determine, but between meetings you should rely on us to help with connections to other professionals, ideas about aspects of your life that your financial plan touches, and anything else we can be of help with. Our goal is to provide you with ongoing personal service, regular check-ups, resources for continued growth and education, and answers to the financial questions and needs that arise as you move through life.

We are committed to you and to those you care about. Should a friend or family member of a client find themselves in a situation they could use financial advice on, we provide consultative appointments to review and provide direction to your friend or family member at no cost. If they are important to you, they are important to us.

A number of workshops, social events, and relationship enhancing opportunities are planned throughout the year. We hope you will enjoy participating in those you find appealing.

Szablis M. Klee

Principal | Personal Financial Advisor | Officer of Supervisor Jurisdiction

Rochester, Minnesota Office

800.323.9171 ext 1004 | szablis@fullcircleadvisors.com

Read bio

Perry L. Diede, CFP®

Personal Financial Advisor | Certified Financial Planner™

Rochester, Minnesota Office

800.323.9171 ext 1005 | perry@fullcircleadvisors.com

Read bio

Dana Grimsrud

Personal Financial Advisor

Rochester, Minnesota Office

800.323.9171 ext 1007 | dana@fullcircleadvisors.com

Read bio

Alex Stanton

Personal Financial Advisor

Edina and Rochester, Minnesota Offices

800.323.9171 ext. 1008 | astanton@fullcircleadvisors.com

Read bio

Susan Stenzel, CHFC®

Personal Financial Advisor

Rochester, Minnesota Office

sstenzel@fullcircleadvisors.com | More coming soon!

Read bio

Michael J. Matuska, CHFC®

Personal Financial Advisor

Mankato, Minnesota Location

(507) 345.1324 | mmatuska@fullcircleadvisors.com

Read bio

Becky Forys

Front Office Receptionist

Becky@fullcircleadvisors.com

Bio Coming Soon!

Kim Jungas-Samson

Branch Operations Specialist

1.800.323.9171, ext 1002 | kim@fullcircleadvisors.com

Kim has worked in the financial services industry since 2000, working alongside members of the Full Circle Financial team since before the Full Circle brand itself was launched. She brings to the practice outstanding operations and client service knowledge and experience, and a genuine interest in helping our clients experience outstanding service.

Kim manages the administrative and operations support needs of the office, maintaining organization and ensuring the team has the most current updates from our product and support organizations. She also has expertise in the event planning and logistics arenas, and helps to create our memorable client education events.

She lives in Rochester with her husband Ray, and their two children.

Tami Fields

Client Service Manager

1.800.323.9171, ext 1003 | tami@fullcircleadvisors.com

Tami Fields has experience in the financial services industry starting in 2008, and is registered with the Financial Industry Regulatory Authority with multiple securities industry registrations. Tami works with our senior advisors to provide advanced planning support, project management, and quality checks to help ensure our program is meeting our service and quality standards.

Tami, her husband, and two children live in Kasson.

Sharon Harris

Administrative Assistant

1.800.323.9171, ext 1006 | sharon@fullcircleadvisors.com

COMING SOON!

Ethan Klee

Marketing Promotions and Project Manager

ethan@fullcircleadvisors.com

Ethan started as one of our summer administrative associates in 2012-2014 during his college days. Now graduated and with industry experience, he has taken on the Marketing Promotions and Project Manager position as a support role for our advisory staff as a key role to continuing quality, growth, and services for our clients.

Ethan earned his Bachelor of Art’s degree in graphic design, photographic/digital processes, and printmaking from the University of Minnesota, Morris in 2017. Ethan comes to us from Showdown Displays, a large promotions company where he distinguished himself as a team lead handling international and high profile accounts. In this time, he also provided important support and leadership as Digital Media Director for a non-profit organization.

Ethan enjoys rock climbing, taking his camera everywhere, and telling interesting stories through visual arts in his spare time.

Getting Started is Easy

Have a Question?

Thank you to all who attended our 2019 Holiday Open House!

We look forward to starting a brand new year with you!

Organize.

Plan.

Advocate.

Ready to meet? Set an appointment with our online scheduler, or

fill out our preliminary questionnaire

What We Can Do

For You

Full Circle Financial is an independent practice.

A complimentary initial consultation is always available to new potential clients.

Our Locations

Szablis Klee | Alex Stanton | Perry L. Diede | Dana Grimsrud | Susan Stenzel

Michael Matuska

Alex Stanton

Affiliate Locations

Jeff Zarling | Mark Mancell

Jay Cutrera

Jay Cutrera

David Lewitas

Marilyn Carlson

Meet your Team

Our advisors and specialists work collaboratively to provide exemplary service...

...our client service team works to make sure your experience is just as great.

Ongoing Service & Relationship

Szablis M. Klee

Perry L. Diede, CFP®

Dana Grimsrud

Alex Stanton

Susan Stenzel, CHFC®

Michael J. Matuska, CHFC®

Becky Forys

Kim Jungas-Samson

Tami Fields

Sharon Harris

Ethan Klee

Getting Started is Easy