Meet Your Team
Advisors
Rich is the President and Managing Director of ISC Financial Advisors. He has worked in the investment advisory business specializing in retirement planning for over 25 years. His major focus is working with small to mid size companies...
Tim Jaynes, AIF®, AIFA®
Wealth Manager / Retirement Plan Specialist
In the finance industry for the past 20 years, Tim Jaynes joined ISC in 2011, and brings his experience and expertise of the financial world. Tim's passion began as a founder and CEO of a financial service firm; after selling the firm,...
Tom Gartner, MSAPM, CFP®
Certified Financial Planner Professional
I'm a no bull advocate for my clients, looking out for their best interests first and always.
Being able to help others is an extremely enjoyable and fulfilling passion.
Chad Duppong, ChFC®, CLU®, CFP®
Certified Financial Planner Professional
As a CERTIFIED FINANCIAL PLANNER™, Chad works closely with his clients to understand them and their goals to develop and implement a comprehensive financial plan tailored to them. During this...
Mark is a Registered Representative based in Albert Lea, MN since 1995. He was born in Munich Germany and spent his years growing up in Minnesota. He lived in Fairmont, Sleepy Eye, and Marshall. Attended four years at Augustana College...
Jon joined the ISC Financial team in 2014. Since graduating with a double major in Finance and Management from Mankato State University, he has strengthened those skills through managerial positions held with Walgreens, as well as the...
Charles Achterkirch, CFP®
Certified Financial Planner Professional
Charlie is passionate about delivering impactful fiduciary advice, goals-based financial planning, diversified investment selection focusing on risk management, tax-efficient portfolio construction, income distribution modeling, and
Chris Wollo, CPA
Certified Public Accountant
For over a decade, Christopher Wollo, P. A. has been providing quality, personalized financial guidance to individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services....
Wendy K. Bennis, AWMA®, CRPC®, CEPA®, AIF®
Senior Wealth Management Advisor
Wendy brings a philosophy of balance and quality of life to her work, which is reflected in her approach to investing and wealth management – tailoring strategies to align with each client’s purpose for their money.
Specialists
Tonya joined ISC in 2010 after six years with a local dental office. She brings client service skills and understanding for client care. Tonya works with our advisors in both the Albert Lea and Edina location as a Client Relationship...
Michelle joined ISC Financial Advisors team in the fall of 2011. She comes from a background of working with the public in the personal-care industry which provided her with a keen interest in people and extensive experience in...
Matthew Bennis, CRPS™, AIF®, CBC
Retirement Plan Specialist
His skills and attention to detail lend him well to navigating the complexities of the changing regulatory landscape of retirement plans, ensuring proper compliance while designing plans to best serve employers and employees.
