Montgomery

Laurie Maros

Certified Retirement Counselor, CRC®

email Laurie
Phone: 507.364.7331

Helping clients find financial solutions to help build their nest eggs and achieve their financial goals is Laurie’s focus. She enjoys helping people throughout all phases of the life cycle; from opening their first savings account to achieving retirement financial independence and beyond. Laurie provides continued support all along the way in order to help meet the ever changing financial challenges my clients are faced with.

Laurie received her Bachelor’s degree from the University of Minnesota. She resides south of Montgomery and joined Frandsen Bank & Trust in Montgomery in 2007. Laurie considers herself very fortunate to be able to live and work in this great community.
 

Chris Zuck

Regional Investment Manager, CFP®, AIF®

email Chris
Phone:‚Äč 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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