 About UsFounded in 1994 by Ronald A. Schieck, Alpha Financial Services Incorporated offers clients a full range of financial services, including planning, taxes, and employee benefits. An independent financial consulting firm, Alpha Financial Services has no allegiances to companies or products, which means our advisors can recommend a full range of offerings based on their quality and ability to meet clients' goals. We offer financial services to individuals as well as businesses, focusing on individualized approaches designed to meet each client's personal goals. A medium-size firm located in Lakeville, Minnesota, we pride ourselves on being big enough to offer a full range of financial expertise, yet small enough to get to know our clients personally and truly offer each a hands-on approach.
Ronald A. Schieck Before entering the world of finances, Ron spent 16 years in the field of engineering, where he did everything from department and project management to systems administration. In 1990, Ron became a wealth manager, and he is now a registered principal and registered representative with Securities America, Inc. and an investment advisor representative with Securities America Advisors, Inc. While the worlds of engineering and financial planning may initially appear disparate, Ron understood the relationship between his two careers. Engineering, after all, is about problem solving. It's about finding and building the most efficient, practical, and workable solutions to a given task. Those are similar challenges faced by wealth managers as they maneuver through countless investment strategies and financial instruments to build wealth in the most efficient manner possible for their clients. Both engineering and wealth, Ron points out, demand creative problem solving that is always measured by tangible results. As president and CEO of Alpha Financial Services, Ron sees himself as a problem solver, approaching each client's financial situation with a fresh perspective. He challenges his employees to complement their own financial expertise with an analytical engineering approach.
Mark Englund Mark Englund began his career in financial services in 1984, working as a disability insurance specialist. During his time with a major insurance company, he helped agents throughout the nation design and process disability insurance strategies. After honing his skills working for others, Mark founded Englund Financial Services in 1992, and ten years later he and Ron decided to partner and merge their businesses under the name Alpha Financial Services. Mark holds a state of Minnesota license that permits him to sell variable and fixed annuities as well as life, health, and disability insurance. He is a registered representative with Securities America, Inc. and an investment advisory representative with Securities America Advisors, Inc. Mark has a degree in communications from Bethel College in St. Paul, Minnesota. He has an instinctive ability to help clients manage the emotional challenges people confront when implementing their financial strategies.
Robert W Petersen Bob Petersen began his career in financial services after receiving his Bachelor degree in accounting from the University of Wisconsin-Eau Claire in 1990. Over the last 20 years Bob has been involved in the financial field He started his career with AXA Advisors. In order to have more latitude to meet the need of his clinets, he found a broker dealer that was independent so his clients aren’t captive to any company. When Bob meets with clients, he uses his years of experience in corporate America, his background in accounting and the ability match his clients with a solution to work toward meeting their needs. This allows Bob to work for the best interests of his clients rather than the product provider. Bob has his FINRA Series 7, 63, and 66 Licenses as well as his life and health insurance licenses. He works with clients by educating them on the process and offers recommendations that are suitable for them. He offers the following services: tax management strategies, retirement distribution strategies, investment management including managed portfolios, 529 plans, Roth IRAs and Individual IRA’s, insurance and annuity products. He also works with businesses and offers 401k plans, simple IRA’s, buy/sell strategies and other tax advantaged opportunities. Bob and his wife Danielle live in Farmington, MN, with their three daughters Jessica, Rachel and Gabi. Bob enjoys spending time with his family at his cabin in NW Wisconsin, golfing, water recreation, basketball, and coaching with the Special Olympics program.
Steve Webb Investment Advisor Representative Steve Webb started his career in financial services 6 years ago with Merrill lynch, after receiving his degrees in finance and applied economics from Florida State University (Go Seminoles). Steve then went on to spend a few years as a financial planner as a captive agent with Metlife and Securian. After spending over 3 years working for both a major insurance company and a top investment firm, Steve decided he wanted the best of both worlds, and he joined Alpha Financial Services. He is now able to offer his client’s independent advice through his registration with an independent Broker dealer in Securities America. Steve is dedicated to working for his clients and not a product manufacturer. He offers the following services: tax management strategies, retirement distribution strategies, investment management including managed portfolios, 529 plans, Roth IRAs and Individual IRA’s, annuity products and life, health and disability insurance. He also works with businesses and offers 401k plans, employee benefits, simple IRA’s, buy/sell strategies and other tax advantaged opportunities. While at Florida State, Steve was a member of the presidential dean’s list, and a member of the swim team while competing in the distance freestyle and Individual medley events. Steve is still very active in the sport of swimming as he serves as both the Head Coach of the Boys swim team at East Ridge High and the Girls team at Mounds View High. Steve enjoys golfing, swimming, and attending local sporting events. |
