Client Centered Our business is built on a foundation of thoughtful client relationships starting with our team members trained to help you. Schedule Appointment CarlaAnn Eisele Goedtke, MRFC®, CPFATM, CSA®, CRES Financial Advisor 507-836-8844 507-836-8898 firstname.lastname@example.org CarlaAnn Eisele Goedtke, MRFC®, CPFATM, CSA®, CRES has been a registered securities representative since 1996 and became a registered principal in 2010. She earned the following designations: Registered Financial Consultant (RFC) in 1998 and Masters in 2017, Certified Senior Advisor (CSA) in 2003, Certified Plan Fiduciary Advisor (CPFA) in 2016 and Certified Retirement Education Specialist (CRES) in 2019. She is a current member of the Financial Planning Association (FPA), National Association of Plan Advisors (NAPA), National Tax-Deferred Savings Association (NTSA), Financial Services Institute (FSI) and National Association of Insurance and Financial Advisors (NAIFA). Since 1995 she has served as the CFO for Investors Choice Financial Services Inc.Carla's specialty is utilizing her financial planning expertise in the retirement market. By assisting people through the transition period of five years prior too, and five years following, the actual retirement party Carla is able to streamline the steps to have a smooth transition. In the education and public employee segments, Carla assists employees in reaching their financial goals through their investments and pension plans. Carla also has a very good understanding of issues affecting the elderly such as Medicare supplements, long-term care insurance and conservative income portfolios. As a dynamic public speaker, Carla welcomes the opportunity to facilitate workshops and seminars of all types.In 1989 she earned Bachelor of Science degrees from Minnesota State University - Mankato in Business Administration, Marketing and Speech-Communications, and a minor in Economics.Carla has a very diverse background including being contracted for her marketing ingenuity for several organizations and businesses. Carla's strongest quality, however, is her commitment to non-profit and volunteer organizations such as the Workforce Council, Kiwanis and Women of Today. James Dean Goedtke, MRFC®, CSA® CEO 507-836-8844 507-836-8898 email@example.com James Dean Goedtke, MRFC®, CSA® has been a registered securities representative since 1989 and registered principal since 1995. He spent his first five years with Ameriprise (formally IDS/American Express) before founding his independent financial planning firm Investors Choice Financial Services Inc. in 1995.Jim received his Bachelor of Science Degree at Minnesota State University in 1989. Throughout his career he has been the recipient of such accolades as Senior Financial Advisor designation 2003, 1998-1999 Marquis Who's Who in Finance and Industry, Registered Financial Consultant designation 1996, IDS Juniper Award-1993 for outstanding field training, voted by his peers as the Mankato Division Silver Planner-1992, received the Central Region Financial Award-1992 for being one of the top financial planners in the division, Top Division Planner Okoboji Sales Fair-1991, member of the IDS Silver Team-1992, 1993 & 1994. Jim was named as the first Tim Penny Fellowship recipient in 1988. He has been a member of the International Association of Financial Planning since 1991, and a member of the International Association of Registered Financial Consultants since 1996. Jim is also an active member in Real Estate Investments Securities Association (REISA), the Investments Program Association (IPA), Financial Services Institute (FSI) and The National Due Diligence Association (TNDDA). Currently he is a member of the Murray Lodge #199, Rochester Scottish Rite and El Riad Shrine In the past Jim has served as a director of the Slayton Chamber of Commerce, Co Chair of Relay For Life of Murray County and member of the Slayton Kiwanis.While Jim works with individuals in all facets of financial planning, he specializes in retirement planning and estate planning. Jim is not interested in quick investment transactions; rather his passion remains nurturing long-term relationships. Katie Ahrendt, CRES Client Services Specialist 507-836-8844 507-836-8898 firstname.lastname@example.org Katie Furth began as a Client Services Representative at Investors Choice Financial Services in 2011 and now services as Client Services Specialist. Katie enjoys developing and maintaining relationships with clients. She is a Minnesota Insurance licensed and assists clients with their policy questions. She completed her NTSA Certified Retirement Education Specialist (CRES) designee. She completed her training and testing and is now available to teach the Retirement Education programs to plan employees. She completed a certificate program through the American Retirement Association (ARA) Retirement Planning Academy addressing the important retirement planning considerations of public employees. NTSA CRES Advisors have agreed to abide by the highest standards of professional conduct and to coordinate all educational activity in accordance with plan solicitation policies and guidelines. In her off hours you can find Katie outside on long walks and hikes if she isn’t busy with a sport! She plays in multiple volleyball leagues, is a longtime JO-VB volunteer, and is serving as the varsity coach for the Murray County Central (MCC) School District volleyball team. Zoey Logan Non-registered Assistant 507-836-8844 507-836-8898 email@example.com Zoey is a Non-Registered Assistant at Investors Choice Financial Services. She graduated from MN-West with her associate degree in Business Management. Zoey’s favorite thing about her job is the people she works with, both our clients and co-workers. Jahul Miya Non-registered Assistant 507-337-0027 firstname.lastname@example.org Jahal is a Financial Assistant at Investors Choice Financial Services. He began as an intern in 2021 and returned after finishing his Master’s in Business Administration at Southwest Minnesota State University. A little about Jahal: He is originally from Nepal, but lives in Marshall. For hobbies, Jahal likes playing cricket, chess, traveling to new places, and cooking.