SANDVOLD FINANCIAL GROUP - Key Persons
Adam joined Sandvold Financial Group in 2021 with a prior background in accounting and banking industries. As a financial advisor, he likes to take a comprehensive approach to financial planning, holding his Series 7, 63 & 65 as well as his Accident & Health, Life, Variable Life & Variable Annuities license. Adam thrives in providing custom and multi-strategic plans for his clients while discussing various options that will help them pursue their goals. Being an outgoing people person by nature, Adam enjoys meeting and getting to know his clients by actively listening to their short-term and long-term objectives. After gathering the pertinent information, he will then put together an inclusive financial plan individualized for each client.
Adam attended Rasmussen University where he graduated Summa Cum Laude with a Business Management degree. He holds the Series 7, 63, 65 licenses along with his Accident & Health, Life, Variable Life & Variable Annuities license. In his free time, Adam enjoys golfing, yard work, going to sporting events and spending time with his wife, two kids and dog.
Job Titles:
- Client Service Representative
- Member of the Sandvold Financial Group Customer Service Team
Ann is the newest member of the Sandvold Financial Group Customer Service Team. She has 11 years of Customer Service Experience assisting individuals with their financial goals. Ann enjoys developing personal client relationships where trust is key. She has earned client trust, and long-term personal relationships, by delivering accurate, timely service. She is excited to create a new chapter in her work career with the Sandvold Financial Group.
Ann's cabin is her favorite place to be in the summer and she loves spending time with her large family. Ann's nine grandchildren are especially important to her! She also enjoys long walks and catching up on past TV series she is fascinated with.
Job Titles:
- Chief Investment Officer
- CIO, Financial Planner
Blake Sandvold is the Chief Investment Officer as well as a financial planner at Sandvold Financial Group. As CIO, Blake researches and analyzes the market and creates investment strategies that best suit these projections. He also provides continued investment education for planners and staff at Sandvold Financial Group. He uses his knowledge in investments to provide his clients with individualized plans that fit their financial needs. Blake's key areas of focus include wealth accumulation and wealth preservation strategies.
Blake joined Sandvold Financial Group after receiving his degree in Financial Management from the University of St. Thomas. Blake is a CFP® professional. He also holds his 7, 63, and 66 securities licenses, as well as Minnesota Life, Accident and Health, and Property and Casualty Insurance licenses.
Blake is an active member of his community, through his memberships in the Wayzata Chamber of Commerce, and board chair of Wayzata Conservancy. You might also hear Blake as a frequent guest on Terry Sandvold's "Money Talks" radio show where he shares current market updates with listeners.
David's primary role as a Financial Paraplanner involves collaborating with firm advisors to create and present comprehensive financial plans to SFG clients. In this role, David utilizes the latest financial planning tools and software to develop thorough yet concise and understandable client facing deliverables. David also supports a multitude of client servicing operations functions which include new account opening, money movement and trade requests.
David joined SFG in 2017 and brings over 10 years of financial services industry experience having served in a variety of roles. David graduated from St. Olaf College with a BA in Economics and holds Series 7 & 66 Securities Licenses as well as Minnesota & Wisconsin Life, Accident & Health Insurance Licenses.
Job Titles:
- Customer Service Team Member
- Financial Paraplanner
David Sandvold has been a customer service team member at Sandvold Financial Group since 2012. He graduated from the University of St. Thomas and holds Series 6 and 63 securities licenses. David's goal is to keep Sandvold Financial Group as the pinnacle of financial service by providing the best customer experience possible - with a strong bedrock of honesty, knowledge, and dependability. In his free time David enjoys the company of family, friends, and good movies, books, or games. He also enjoys travelling, whether it be to the familiar destinations of Scottsdale and the North Shore or new locales yet to be determined.
Job Titles:
- Client Service Representative
- Marketing Specialist
Georgia joined the Sandvold Financial Group Team in 2019. As head receptionist, Georgia communicates with prospects and clients, as well as executes administrative tasks on a daily basis. Georgia's collaborative passion is seeing others succeed in wealth investment and connecting with clients, building long term loyal relationships, and creating a full-service customer experience representing Sandvold Financial Group's services and values. She enjoys adventure, spending time with family and friends and time at the lake.
John became a member of Sandvold Financial Group in 2017. With a background in project management he uses a client focused approach to see the big picture and help clients pursue their individual financial goals by creating practical plans. His key areas of focus include wealth accumulation and preservation as well as insurance needs analysis. John graduated from the University of St. Thomas, where he majored in Business Administration, Entrepreneurship. He holds Series 7, 6, 63, and 65 securities licenses, along with his Minnesota Life, Health and Accident insurance licenses. John is passionate about being an active member in the Delano community. In their free time, John, his wife, and kids enjoy everything outdoors, and being Minnesota natives that of course includes plenty of time at the lake.
Mackenzie Groechel is a Financial Advisor at Sandvold Financial Group. As a financial advisor, Mackenzie strives to help individuals feel confident in their financial future so they can focus on enjoying the important things today. Knowing that money can create a lot of stress in people's lives, she alongside the Sandvold team is passionate about helping ease this stress.
Job Titles:
- Lead Client Service Representative
Maria has worked in Operations for the Financial Services Industry for over 30 years. Over the years, she has developed expertise in various areas of operations. Maria focuses on enhancing the client experience by building strong relationships with our clients and others on the Sandvold team. When Maria is not working, she enjoys spending time with her husband, children, and grandchildren.
Job Titles:
- Client Service Representative
Mark is currently a junior at the University of Minnesota majoring in Applied Economics and minoring in Computer Science. He working on improving our back end CRM management. Outside of work Mark likes to golf, downhill ski and fish.
Matt has over 25 years of experience in various fields of the financial services industry. He has conducted hundreds of informational seminars to thousands of insurance agents and financial planners nationwide to ensure they are providing suitable products and services to their clients. Matt uses a client focused approach when creating financial plans, with his primary areas of focus on Retirement and Income Planning, Wealth Management, and Estate Preservation. He holds Series 6, 7, 63 and 65 securities licenses; along with his Minnesota Life, Health and Accident insurance licenses. He also holds a Bachelor of Arts degree in Business Administration, as well as History and Political Science from Jamestown College (University). Matt is an active member of the Anoka Lions Club & Lions International and he and his family are active in the City of Ramsey Foundation and Community Education in Anoka county.
Job Titles:
- Client Service Representative
Olivia is a dedicated Gopher alumna, having earned her degree from the University of Minnesota - Twin Cities in the spring of 2023. She holds a BS in Business and Marketing Education along with a minor in management. Despite not having a financial background initially, Olivia has embraced the industry with excitement, and is able to contribute to our team by providing exceptional service to our clients.
Outside of work, Olivia is an avid pickleball player, enjoys pilates and yoga, and loves discovering new restaurants. Additionally, she is a dedicated founder of her book club, where she will always suggest a romance or thriller novel.
Job Titles:
- Financial Planner
- Financial Planner, Head of Operations
Scott Graul is a financial planner at Sandvold Financial Group. Scott takes a holistic approach to money management. Through a series of solution-oriented questions, together with his clients, they identify goals and ways for how to get there. Once a client's goals are clearly defined, Scott is able to help in areas of opportunities and concern such as:
Wealth and Investment Management
Retirement Income Planning and Distribution
Social Security Benefits
Insurance and Annuities
Scott is married to Melissa, and they have two sons who are currently attending college. During the summer the family often spends time outdoors in Eagle River, Wisconsin hiking and fishing. Scott has been active in his local community and spent two years serving on the board of the Armstrong Cooper Youth Hockey Association.
Scott attended the University of Wisconsin-Milwaukee where he graduated with a degree in Finance and holds Series 7, 8, 24, 63, and 66 securities licenses, along with Minnesota insurance license.
Job Titles:
- CEO
- Founder
- Founder and CEO, Financial Planner
Terry Sandvold, CEO and founder of Sandvold Financial Group, started Sandvold Financial Group with an idea and mission to help as many people as possible reach their financial goals. Through his meticulous attention to detail and passion for customer service, he has helped families and individuals achieve those goals in a timely and efficient manner. Terry's in-depth conversations lead to understanding a client's goals to create individualized and comprehensive strategies to meet those goals, and it has given him the opportunity to expand Sandvold Financial Group. Terry emphasizes that the reason for his company's growth and success is due to the financial success of his clients. Terry is actively involved in the community, not only in a professional role, but in a personal one too. He hosts many seminars for local and national businesses that seek his help for individual financial planning, and is also serving his second term on the Board of Directors for the Alzheimer's Association Minnesota-North Dakota Chapter. He is also a member of the American Cancer Society's CEOs Against Cancer - Minnesota Chapter. In his work for the Alzheimer's Association, Terry was the Team Recruitment Co-Chair for the Walk to End Alzheimer's in 2015 and 2016, and Terry and his wife Lynda were the chairs for the Purple Gala in 2016 and 2017.Outside of work, Terry enjoys spending time with his children and grandchildren, but you may also find him at local sporting events including Vikings, Timberwolves and Twins games!