Our Team Our business is built on a foundation of thoughtful client relationships starting with our team members trained to help you. CarlaAnn Eisele Goedtke, MRFC®, CPFA®, CSA® Financial Advisor 507-836-8844 507-836-8898 email@example.com CarlaAnn Eisele Goedtke, MRFC®, CPFA®, CSA® 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 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® 507-836-8844 507-836-8898 firstname.lastname@example.org 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.