Larry has been helping his clients meet their financial planning goals for the past 25 years. He has been licensed in insurance and registered for investments since 1984.  He attended the University of Minnesota, School of Business. He became a Certified Financial Planner (CFP) through the College of Financial Planning in Denver, Colorado in 1989 and a Chartered Financial Consultant (ChFC) through the American College in Bryn Mawr, Pennsylvania in 1995. Larry is an Investment Advisor Representative of Woodbury Financial Services.  Larry@Valtinsonfinancial.com		Larry Valtinson, ChFC Certified Financial Planner
Carrie Anton has a Series 7 license and handles our stock trading. She helps with researching fund performance.  carrie@valtinsonfinancial.com
Julie Irving comes from a legal background. She answers phones, processes all account applications and is the contact for client services. julie@valtinsonfinancial.com
Debbie Kordiak has a Series 6 license.  She handles our meeting and net worth preparation and also provides client service. debbie@valtinsonfinancial.com
Matt Sobieski is a CPA and has a broad range of experience providing tax and accounting services to business and individual clients. Matt began his career working for a large public accounting firm but decided he preferred small firms where he can give more personal attention to clients.   Matt@valtinsontax.com
Terri Metcalf assists with tax-related issues. She handles payroll, employment taxes, and IRS issues for our clients. terri@valtinsonfinancial.com terri@valtinsontax.com