Mary B. Kusske

Certified Financial Planner ™Professional
President

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: mbkusske@kusskefinancial.com

As founder and president of Kusske Financial Management Inc., Mary B. Kusske specializes in assisting retirees and pre-retirees with sorting out their financial issues.  The company is based on the principle that education is the foundation to financial success.  Mary is well versed in the complicated issues associated with PERA, Traditional and Roth IRAs, 401(k), 403(b), 457 and other public employee pension plans. more...

Travis Buck

Certified Financial Planner ™Professional
Registered Representative

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: tbuck@kusskefinancial.com

As a Certified Financial Planner ™ Travis develops personal financial plans with income, estate and tax strategies around each client’s specific goals and objectives. Travis constructs financial plans using goal based and cash flow analysis developed from techniques and concepts from insurance, finance economics and investments. He focuses on creating income streams from assets to replace your paycheck during retirement. more...

Brett Kusske

Certified Financial Planner ™Professional
Registered Representative

Phone: 952-895-6963
Fax: 952-895-0718
E-Mail: bkusske@kusskefinancial.com

As a Certified Financial Planner™, Brett brings a best practice approach for effective decision making in financial planning. In addition to developing personal financial plans for families and individuals, Brett researches and designs model portfolios used to pursue client’s aspirations of retirement, legacy or college funding. He also specializes in small group retirement plans. more...
 

Lu Neuman

Vice President
Registered Paraplanner 7,24,53 & 63
Insurance License 31217

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: lneuman@kusskefinancial.com

Lu as the Chief Operations Officer, oversees daily business activities, ensures compliance initiatives are met in addition to being a resource for all team members. As a Certified Paraplanner she is available to answer general questions regarding retirement planning and your investment accounts. In addition, she can provide information on life and long term care insurance. Lu joined KFM Inc. in 1991. more...

Jacque Jensen

Assistant Vice President
Registered Assistant 6 and 63

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: jjensen@kusskefinancial.com

Jacque is responsible for the day to day management of the office and oversees the general handing of client’s accounts as well as and handling service inquires. Jacque will assist with issues such as accessing accounts on-line, receiving statements, and ensuring you receive distributions from your accounts, and annual required minimum distributions from your IRAs. Jacque can also help you with special situations that may arise due to an illness, death or divorce. Jacque joined KFM Inc. in 1994.more...

Dena Sogn

Administrative Associate

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: dsogn@kusskefinancial.com

Dena has served several roles at KFM, Inc – first as our Office Concierge and currently now has taken on the important role of processing the workflow. Specifically, Dena is responsible for making certain your transactions are taken care of properly and in a timely manner. She processes checks, applications, beneficiary updates, rollovers and transfers. Dena joined KFM Inc. in 2004.

Sue Clubb-Mueller

Director of Communication

Phone: 952-895-6963
Fax: 952-895-0718
E-mail: sclubbmueller@kusskefinancial.com

Sue is responsible for maintaining our database to ensure we have correct and up to date information on you. In addition, she is the person behind the scenes who sends out timely educational information on topics you may be interested in learning more about. Sue joined KFM Inc. in 2008.