Lakeville


Dana Graham

Financial Consultant

email Dana
Phone: 952.469.2265

Dana Graham brings a decade of experience in financial planning to Frandsen Investment Services, as well as thirty years as a licensed life and health insurance consultant. He is a full-service financial advisor who works with people at various stages of life to be their “Bridge to Financial Success for Life.”

Dana, his wife, and three sons live in Northfield, Minnesota, where he has served as mayor, city council member, and in numerous other civic positions. He holds a degree in business from the University of Vermont. In his spare time he enjoys golf and spending time with his family.
 

Chris Zuck

Regional Investment Manager, CFP®, AIF®

email Chris
Phone: 952.261.2170

Chris enjoys having in depth conversations with you about your financial goals and dreams. She follows a systematic process to develop those goals into a plan that works for you. Chris believes that everyone has their own comfort level with investment, tax, and estate planning. It is through her process that education and comfort begins and grows throughout your financial life.

Chris, a native Minnesotan, graduated from Augsburg College in Minneapolis with a degree in Business Management and Finance. She entered the financial services industry in 1987 and has held several roles in community banks. Chris currently holds two of the highly notable designation: CERTIFIED FINANCIAL PLANNER professional and Accredited Investment Fiduciary™ designations.



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