Our Qualifications
We have been working with individuals and businesses in the area for several years. Each of our employees has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensedor securities registered to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertise to help you pursue your financial goals.
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Michael D Cox, michael.cox@investfinancial.com, a Registered Principal of INVEST Financial Corporation, has been in the financial services industry since 1989. With many years of experience in asset management, estate planning and advising clients in the management of their investment, Mike will add value to your portfolio. He has a Bachelor’s Degree from Southwest State University. Mike holds securities registrations 7, 63, 65, and 24, and is licensed in over 20 states. |
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Nancy Van De Berg, nancy.vandeberg@investfinancial.com, a Registered Representative of INVEST Financial Corporation, has been affiliated with the financial services industry since 1993. Nancy works with all areas of investment planning for clients, and is the office insurance specialist, working with disability, life, and long-term care coverage, for individuals and groups. She holds securities registrations 7, 63, and 65, LUTCF insurance designation, being licensed in MN, IA, SD, MO, and AZ. |
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Edna Buys, edna.buys@investfinancial.com, a Registered Principal of INVEST Financial Corporation, has been in the financial services industry since 1995. Edna is a Compliance Officer/OSJ for a group of representatives working under our office. She holds securities registrations 7, 63, and 24. |
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Teresa Hup, teresa.hup@investfinancial.com, a Registered Representative of INVEST Financial Corporation, has been affiliated with the financial services industry since 1997. Teresa works with all areas of investment planning for clients, specializing in business retirement plans and marketing. She holds securities registrations 6 and 63, being licensed in MN, IA and SD. |
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Karen Wohnoutka, karen.wohnoutka@investfinancial.com, Securities Administrative Assistant/Accounts Payable, an associated person of INVEST, has been affiliated with MainStreet financial services since 1999. Karen specializes in handling the details of client securities accounts and financial reporting. |
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Lynette Ossefoort, lynette.ossefoort@investfinancial.com, Securities Administrative Assistant/Receptionist, an associated person of INVEST, has been affiliated with MainStreet financial services since 2002. Lynette specializes in customer care, and handling the details of client securities accounts. |
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Marilyn Van Santen, marilyn.vansanten@investfinancial.com, Administrative Assistant/Customer Service, an associated person of INVEST, has been affiliated with MainStreet financial services since 2000. Marilyn specializes in customer care, and handles client details for a group of representatives as well as for clients. |
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