Jake Linder, CFP®
Owner & CEO
Series 6, 7, 63, & 65 registrations, CFP®
Licenses for life and health insurances
“The most rewarding part of being a financial advisor is when we finish a meeting and the clients feel much more relaxed, comfortable and confident about their financial plan. The relief that people feel when they have found a team they can trust is extremely rewarding.”
Jake has been in the financial services industry since 2013 and comes from an entrepreneurial background, having started and operated three successful businesses prior to becoming a financial planner. Jake brings a wealth of knowledge and experience helping businesses and individuals with their financial, estate and tax planning. He focuses on helping individuals and business owners articulate their goals, develop a plan to pursue those goals and modify that plan on an ongoing basis to keep you on track to work toward those goals. Jake’s specific areas of expertise are business retirement plans, business succession planning, and retirement planning for individuals of all ages.
Jake understands that the financial planning and investment world is complicated and, to many, overwhelming. His goal is to be a trusted resource for financial advice that is communicated in a way that clients can understand and removes the anxiety and skepticism often associated with financial planning and investing. Jake is committed to offering superior service, personalized attention and financial expertise to each of his clients. Integrity is the foundation of Jake’s life and financial planning practice, and he would appreciate the opportunity to earn your trust.
Kate Kilpela
Financial Advisor
SIE, Series 7, 66 registrations
Licenses for life and health insurances
“The most rewarding part of financial advising is when we can educate our clients on investment strategies that are relatable to everyday life. For example, did you know that you can access your Roth IRA contributions at anytime, penalty-free? On the other hand, if you let those assets grow in your Roth IRA, you will have access to a tax free income account after age 59 ½ as long as you account has been open for 5 years.”
Kate joined the firm in October of 2020. With a background in tax and banking, financial planning was a natural next step. After several years of learning the industry under the advisors in our firm and passing numerous exams, she is now a licensed advisor. She specializes in retirement plans, tax planning, building relationships with existing clients and presenting our services to new ones. Our objective as a team is to build better outcomes, which can mean different things for different people, weather you are starting out as a new investor or you are nearing retirement, we work with you to create a plan that considers your goals and desired outcome.
Mark Linder
Wealth Manager
Series 6, 26, 63 & 65 registrations
Licenses for life and health insurances
“I’m passionate about serving clients and guiding them through the process of answering the question “what’s important about money to YOU?” Then implementing a personalized plan that meets their goals and helps them prepare for a secure future.”
Mark Linder has been in the financial services business since 1985. His specialty is helping clients age 50 and older reach their financial goals. Working with his team, Mark will be able to help you build a conservative and tax efficient savings and spending plan. Mark lives in the Hutchinson area with his wife, LuAnne, of 40+ years. They have four children (three married) and 8 grandchildren.
Valerie Hillstrom
Financial Advisor
Registered Assistant, Series 7 & 66
As a Financial Advisor, I am passionate about helping individuals and families make confident financial decisions through education and thoughtful planning. I believe that financial strategies should be practical, understandable, and connected to everyday life. By taking time to explain investment concepts in relatable ways, I hope to empower my clients to feel informed and confident about their financial future.
Mandy Harris
Director of Insurance & Marketing
Licensed Life and Health Insurance Agent
“I love teaching my clients the most affordable way to obtain quality healthcare coverage for their families. It brings me so much joy to use the information I have to help them make sure they’re in the best possible scenario for their family’s unique circumstances.”
Mandy has received several awards for her work with Federally Funded Marketplace insurance. She is licensed in both life and health insurance and she works along side us in retirement planning to ensure we’ve planned for everything.
Maria Asplin
Bookkeeping & Insurance Administrator
As Insurance Administrator, Maria assists clients with servicing accounts. With a strong understanding of the ever-changing insurance industry, she helps ensure both new transactions and policy updates are handled smoothly and efficiently.
Neil Schlagel
Registered Assistant
Series 7 and 66
Registered Representative
Neil is a former business owner who switched career paths. He became a high school business teacher to positively affect more lives. As a way to improve his teaching and help more people, he earned a Master’s Degree in Family Financial Planning from North Dakota State University. He joined the Linder Financial team part time in 2018.
Katie Jo Hollatz
Director of First Impressions
Katie Jo joined the Linder Financial team in 2023 as the Director of First Impressions. In addition to scheduling appointments, I love being the first point of contact and the opportunity I have to get to know our community and clients better. She has a passion for providing outstanding client service, as well as building relationships with the clients we serve.
Tanya Sletten
Office Coordinator
Non Registered Assistant
“I enjoy being part of a team that is truly passionate about serving others to assist in their financial planning to give them peace of mind in whatever the circumstance.”
As our Office Coordinator, Tanya is meticulous in completing every transaction and she will work one on one with you to navigate any necessary followup.
Michelle Raisanen
Administrative Coordinator
Non Registered Assistant
As our Administrative Coordinator, Michelle keeps you informed and us organized! She handles all of our record keeping as well as any newsletters, making sure you’re up to date on our latest news!
Annie Gores
Operations Specialist
“My goal is to make every client feel at ease and supported from start to finish.”
As our Operations Specialist, Annie is meticulous in completing every transaction and she will work one on one with you to navigate any necessary follow-up.