LIFESTAGE WEALTH MANAGEMENT - Key Persons
Jeffrey Wickmann is the Principal of LifeStage Wealth Management, Inc. Jeff has over 30 years of experience. He began his career in the tax and accounting and real estate industries before his entrepreneurial spirit led him to begin his own small businesses. His experience in business ownership and tax accounting, coupled with his desire to help people more effectively achieve their financial goals, led Jeff to embark on his current career of the past 20 years as a financial advisor. He is responsible for developing the financial plans and management of assets for our clients. Jeff has earned and maintains the credentials of CFP®. He has dedicated himself to helping his clients achieve and, most importantly, maintain their financial independence.
Job Titles:
- Financial Advisor
- Investment Advisor
- Representative
Matt Engelmann is a financial advisor with over ten years of experience in the financial services industry. His primary focus is working with small business owners, baby boomers, and young families with children.
He is a graduate of St. Cloud State University with a degree in Finance where he graduated with honors. He then entered the financial services business in 2004 with another local financial planning firm. Matt runs our Coon Rapids office, although he has clients all over the Twin Cities metro area and beyond. Over the years, he has found himself specializing in issues related to retirement and tax planning.
Matt is an Enrolled Agent (EA), a tax designation regulated by the Department of the Treasury that allows him to prepare tax returns for individuals, corporations, and partnerships along with represent taxpayers before all levels of the IRS. To stay current on legislative and industry changes, Matt completes over thirty hours of continuing education each year on topics such as financial planning, tax planning, and insurance related topics. He is also working on completing his Financial Planning Certificate through Bryant University.
When Matt is not working, he enjoys spending time with his family including his wife Jamie, and two young children, Abby and John. He prefers to be outdoors whenever possible including an annual trip to the Boundary Waters, fishing, hunting, and hiking. In addition, Matt is active in the Rogers community holding leadership positions at his church and he is the past-president of the Rogers Toastmasters Club.
Job Titles:
- Client Service Representative
- Client Services Representative
- Operations Manager
Tim Andree is the Client Service Representative and Operations Manager at LifeStage Wealth Management, Inc. He handles client servicing as well as technical support in our office. With several years of experience, Tim has the people and technological skills to perform the duties he enjoys the most - taking care of our clients.
Tim has a bachelor's degree in finance, as well as an associate's degree in marketing management. He has several years of client service/account management experience prior to entering the financial services industry in 2013. He is currently working to complete the Certified Financial Planner program through Bryant University.
When Tim is not working, he enjoys spending time with his wife, Kaye, and their two young children, golfing, hunting, fishing, and camping.