Financial Matters
2012-2013 Recap
Providing lessons in financial literacy through classroom presentations
Financial Matters equips students with the tools necessary to develop sound money management skills.
Through Financial Matters, industry professionals deliver presentations focused on financial literacy. From
credit to scholarships, budgeting to buying a car, the program provides students with real-life lessons in
money management. Several Financial Matters presentations are enhanced with PowerPoint presentations:
Money Matters, Budgeting Matters, Credit Matters, Investing Matters, Tax Matters and Insurance Matters.
Through Financial Matters:
97% of educators feel that their students’ financial literacy
skills have been improved through their participation in
Financial Matters.
95% of educators reported that Financial Matters exposed
their students to tools necessary to become financially
independent.
97% of educators state that Financial Matters assisted
their students in developing sound money management
skills.
“It was apparent that our [Financial Matters volunteer] was
committed to helping students with financial literacy. The feedback from my students was very positive. Thank you!”
Greg Sniezek with Allstate gives the Financial Matters ‘Insurance Matters’ presentation to students at Rogers High School.
2013 Program Highlights
 Grew teacher participation in Financial Matters
by 23%.
 Through a grant from the Foundation for
Financial Planning, our College Possible
partnership expanded to Milwaukee.
 Increased the use of Tax Matters by 164%.
 Aligned Financial Matters presentations to the
new high school financial literacy educational
standards.
 Formed committee to create content for
elementary and middle school students.
Tom Langseth with Allianz Life poses with students enrolled
in College Possible at Patrick Henry High School.
Financial Matters Impact
Students
12,333
Volunteers
173
Teachers
132
Schools
85
BestPrep ∙ 7100 Northland Circle North, Suite 402 ∙ Brooklyn Park ∙ Minnesota ∙ 55428
www.bestprep.org ∙ info@bestprep.org ∙ 763-398-0090
2012-2013 Financial Matters Volunteers
Rick Allen, Allstate, Admiral Agency
Al Ancheta, Farmer's Insurance
Rick Anderson, Allianz Life
Garrett Anderson, Morgan Stanley
Steven Ask, Rahn, Neisen & Root, P.A.
Nick Atkinson, American Family Insurance
Dean Barton, Ameriprise Financial Svcs+
Jason Bauerly, Ameriprise Financial
Jerome Bennett, First National Bank, Moose Lake
Sophia Bera, Gen Y Planning*+
Stephen Berger, EFS Advisors
Jesse Bergland, Northwestern Mutual+
Barcy Bergstrom, U.S. Bank
Mark Berthelsen, Allianz Life
Derek Blankenship, Wells Fargo Private+
Robert Bonine, Lifelong Wealth Advisors
Chase Brakke, North Star Resource Group*
Jay Breidinger, Thorsen, Breidinger & Novak, P.A.
Glen Brondyke, PricewaterhouseCoopers, LLP
Stephanie Bruneau, Allstate, Jacob Group Agency
Erica Brunik, Allianz Life
James Bryan, Cahill Financial Advisors
Andrew Buch, Andrew Buch
Charles Buck, Buck Financial Advisors, LLC.+
Tom Byrne, Byrne & Company Ltd.
Sharon Calhoun, Vector Wealth Management
Mellissa Cederholm, PricewaterhouseCoopers, LLP
Blake Cheeley, Edward Jones
Rebecca Coker, Accenture-Best Buy
John Comer, Comer Consulting, LLC*+
John Conlin, RBC Wealth Management
Kim Cook, Allstate Insurance
Ryan Corbin, TopLine Investment Services
Doug Cozad, Accord Financial Strategies+
Joni Craft, Joni L. Craft, P.A.
Nate Criego, Financial One Credit Union
Gregg Cummings, Morgan Stanley+
Kristina Cummings, Allianz Life
Dave Curtis, Curtis Agency, Allstate
Daniel Desrochers, Coldwell Banker Burnet
Dan Delianedis, American Funds
Steve Dixon, KLB Financial+
Dan Eberhard, Allianz Life
Kyle Erickson, PricewaterhouseCoopers, LLP
Jolynn Erikson, Allstate
Michael Erpenbach, Waddell & Reed+
Charles Esler, Hennepin County Medical Center
Mary Faridi, Allianz Life
Douglas Ferderer, Allianz Life
Steve Finkelstein, Sterling Retirement Resources+
Andy Fishman, Affiance Financial+
Geliene Fitzgerald, Accenture
Karen A. Florez, The Minneapolis Foundation*+
Eric Fowler, Ameriprise Financial
Nancy Freeman, JRA Financial Services+
Nita Froderman, Rasmussen College
Elizabeth Froseth, PricewaterhouseCoopers, LLP
Johan Gjenvick, Gallagher Benefit Services, Inc.
Mark Glasser, Allianz Life
Danica Goshert, Securian Financial Group+
* Financial Matters committee member
Nancy Gove, U.S. Bank
Emily Graham, Accenture
Jennifer Green, PricewaterhouseCoopers, LLP
Cara Gressen, Allianz Life
Ryan Haddorff, Waddell & Reed
John Hajostek, Forum Communications Company
Stephanie Halstead, First National Bank of Milaca
Bridget Handke, KLB Financial+
Christian Hansen, Allstate, Hansen Agency
Elaine Hansen, UMD Center for Economic Development
Derek Hansen, American Funds+
Linda Harmon, Harmon & Hartmon
David Hartman, Luther Westside Volkswagen
Brad Haynes, Affinity Plus Federal Credit Union, Mankato
Joel Heitner, Affinity Plus Federal Credit Union, Mankato
Joe Hendrickson, Allianz Life
Amy Hinzmann, McGladrey LLP
Laura Holmquist, Allstate, True Insurance Agency
Jenna Holm, Accredited Investors*
Jeffrey Hunstiger, Allstate, Jeff Hunstiger Agency
Shawn Jacobson, Legacy Financial Advisors+
Jim Jaeckels, Edina Realty, Inc.
Meg Jakubik, Ameriprise Financial*+
Jessie Janni, Ecolab Inc.
Jasmine Jirele, Allianz Life
Jennifer Johnson, Sara Sauer, CPA, LLC
David Johnson, Highland Money Management Inc.
Berni Johnson-Clark, FamilyMeans/CCCS*+
Ann Jones, Voyager Bank Shakopee
Tina Jones, Hiway Federal Credit Union
Kris Kiefer-Vik, Allstate
Beverly Kile, Globe University/Minnesota School of Business
Barbara W. Kirby, Focus Financial Network, Inc.+
Tiffany Kirk, Wings Financial+
Jason Kley, Carlson Capital Management+
Kurt Kobes, Edward Jones
Haris Kopic, Wealth Enhancement Group
Dale Kraus, Thrivent Financial for Lutherans
David Krause, Beacon Bank*+
Elizabeth Krogh, Ameriprise Financial
Kevin Kuenster, Wells Fargo Advisors
Adam Landvik, Raymond James Financial Services*+
Tom Langseth, Allianz Life
Joe Larkin, AdvisorNet Financial+
Steve Lear, Affiance Financial+
Eric Lee, Farmers State Bank of Elkton
Donna Loeffler, Donna Loeffler, CPA
Tom Luing, Capital Management Associates
Jerry Lund, Ameriprise Financial
Shannon Mart, Anoka Hennepin Credit Union
Loie Mashuga, Allianz Life
Michael McConnell, LarsonAllenLLP+
Patricia Meland, ING US Insurance+
Dana Menard, Financial Dimensions Group, Inc.+
Dawn Mensing, Century Community College
Mike Miller, ISFN Financial Group+
Bridget Moeller, Greater Minnesota Credit Union
Eric Moleski, GEN Financial Management, Inc.+
Kathy Moss, JRA Financial Services+
Paul Nelson, Allstate Insurance
+ Financial Matters Ambasador Speaker Club member
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
2012-2013 Financial Matters Volunteers (continued)
Carolyn Nelson, Minnesota State University, Mankato
Jody Niesen, Allstate Insurance
Ted Nistler, Securian Financial Group
Amy Notermann, Morgan Stanley
Edgar Nsumba, Wealth Enhancement Group
Dennis O’Hearn, Advantage Educational Programs+
Timothy O'Keefe, Ameriprise Financial
Sara Olson, Allianz Life
Trysh Olson, Wings Financial
Beth Patterson, Wells Fargo
Aaron Peloquin, PricewaterhouseCoopers, LLP
Emily Peterson, Wells Fargo
Jason Plank, Ameriprise Financial+
Dana Pollard, Wells Fargo
Bryan Polley, Allodium Investment Consultants+
Thomas Porter, Western Bank
David Purdy, Wealth Management Midwest
Alfred Rashid, Alfred J. Rashid II, CFP & Associates+
Sharon Reichenbach, Peoples Bank of Commerce
Richard Rubesch, Allianz Life
Lauri Salverda, Clerestory Advisors, Inc.*+
Pam Schaper, Roundbank Waseca
Sarah Schaus, Allianz Life
Tony Schutte, Educators Financial Services, Inc.
A.J. Siddiqui, Sole Practitioner
Tracey Simonson, Focus Financial - The Simonson Group
Greg Sniezek, Allstate, Sniezek Group Agency
David Spangler, Thrivent Financial for Lutherans
Donald Spieker+
Janet A. Stanzak, Financial Empowerment LLC+
Paul Stein, Advanced Retirement Resources+
Lisa Stitzel, Hello Viking
Tammi Strand, Allstate Insurance
Molly Sullivan+
Aaron Swartz, Ameriprise Financial
Aimee Sybrant, Ameriprise Financial
Shane Talley, Edward Jones
Andy Tate, North Star Resource Group+
Adam Taylor, Securian Financial Group
Andrew Thelander, Wealth Enhancement Group
Adrienne Thorson, AmeriNational Community Services
Mary Toske, Allstate
Kira Vanderwert, Walter Investments+
Heather Varez, Minnesota Office of the Legislative Auditor
Todd Vincelli, Allstate, Vincelli Insurance Agency
Celeste Voss, Rasmussen College
Dan Wagner, Federated Insurance
Bruce Wagner, Financial LifeLab, Inc.
Kristina Walch, Allianz Life
Anette Wanchena, Northeast Bank*+
Gary Webb, Webb Financial Group
Terry Weber, United Educators Credit Union
Josh Webskowski, Webskowski Financial Network+
Nate Wenner, Wipfli, LLP*+
Bill Werb, Allianz Life
John Wernz, Wealth Enhancement Group+
Christi Westman, Valspar
Kimberly Weum, PricewaterhouseCoopers, LLP
Suzy Wheeler, FamilyMeans/CCCS+
* Financial Matters committee member
Dave Wilson, Edward Jones
Stanley Winnie, Allstate, Winnie Agency
William Wixon, Wixon Advisors
Josh Wolberg, Channel Financial+
David Wolfe, Educators Financial Services, Inc.+
Students of Park Center High School pose for a photo following a
Financial Matters presentation.
2012-2013 Financial Matters Schools
Albert Lea High School, Albert Lea
ALC AGAPE High School, St. Paul
Anoka High School, Anoka
Armstrong High School, Plymouth
Blaine High School, Blaine
Blooming Prairie High School, Blooming Prairie
Bloomington Kennedy High School, Bloomington
Bolder Options, Minneapolis
Boys Totem Town, St Paul
Buffalo High School, Buffalo
Burnsville ALC, Eagan
Burnsville High School, Burnsville
Centennial High School, Circle Pines
Central High School, St. Paul
Champlin Park High School, Champlin
Chanhassen High School, Chanhassen
Chaska High School, Chaska
Clover Ridge Elementary, Chaska
Columbia Heights High School, Columbia Heights
Community of Peace Academy, St. Paul
Como Park High School, St. Paul
Coon Rapids High School, Coon Rapids
Cooper High School, New Hope
East Ridge High School, Woodbury
Eastview High School, Apple Valley
Eden Prairie High School, Eden Prairie
Edina High School, Edina
Edison High School, Minneapolis
Fairview ALC, Roseville
Fairview Alternative High School, Roseville
Falls High School, International Falls
Forest Lake High School, Forest Lake
Fridley Area Learning Center, Fridley
Genesys Works, St. Paul
Glenville-Emmons High School, Glenville
Harding Senior High School, St. Paul
+ Financial Matters Ambasador Speaker Club member
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
2012-2013 Financial Matters Schools
continued
Highland Park Senior High School, St. Paul
Highview Alternative Program, Golden Valley
Horizon Middle School, Moorhead
Humboldt Secondary School, St. Paul
Irondale High School, New Brighton
Jefferson High School, Bloomington
Jefferson High School, Alexandria
Johnson High School, St. Paul
Lake Middle School, Woodbury
Lewiston-Altura Intermediate School, Lewiston
Mahtomedi High School, Mahtomedi
Mankato East High School, Mankato
Mankato West High School, Mankato
Maranatha Christian Academy, Brooklyn Park
Mayo High School, Rochester
Milaca High School, Milaca
Minnehaha Academy - North Campus, Minneapolis
Mounds View High School, Arden Hills
Nicollet Junior High, Burnsville
North Branch High School, North Branch
Open World Learning Community, St. Paul
Osseo Alternative Learning Center, Brooklyn Park
Osseo Senior High School, Osseo
Owatonna Senior High School, Owatonna
Park Center High School, Brooklyn Park
Park High School, Cottage Grove
Patrick Henry High School, Minneapolis
Pine City High School, Pine City
Proctor High School, Proctor
Richfield Career Education Program, Richfield
Robbinsdale Middle School, Robbinsdale
Rogers High School, Rogers
Roosevelt High School, Minneapolis
Shakopee Senior High School, Shakopee
Southland High School, Adams
St. Anthony Village High School, St. Anthony
St. Francis High School, St. Francis
St. Louis Park High School, St. Louis Park
Steps of Strategy, Minneapolis
Stillwater Area High School, Stillwater
The Next Step Transitional Program, North St. Paul
Totino Grace High School, Fridley
Ubah Medical Academy, Hopkins
Waseca High School, Waseca
Washington Technology Magnet, St. Paul
White Bear Lake Area High School North Campus, White
Bear Lake
White Bear Lake Area High School South Campus, White
Bear Lake
“Our students were particularly interested in what [our
volunteer] had to say; she shared the information in a way
that made the students see the connection to their lives. She
was also confident in relating to groups of people and was
able to show her passion for her topic and helping people!”
-Financial Matters Teacher, Coon Rapids High School
2012-2013 Financial Matters Sponsors
Accredited Investors on behalf
of Jenna Holm
Affiance Financial
Affinity Plus Foundation
Allianz Life
Allstate Insurance Foundation
Ameriprise Financial Services
Daniel Anderson
Kevin Beaubien
Sophia Bera
Bremer Bank
Charles Buck
Capital Group Companies
Charitable Foundation
Dan Delianedis
Steve Dixon
Cindy Drahos
Financial Planning Association of
Minnesota
Andrew B. Fishman
Karen A. Florez
Lea Foli
David Anderson
David Krause
Foundation for Financial
Planning
Jocelyn Bessette-Gorlin and Jed
B. Gorlin, M.D.
Bridget Handke
Derek Hanson
John Hinz
Echo Huang
Nancy Imholte
ING Foundation
Shawn Jacobson
JRA Financial Services
Jason Plank
Cathy Juilfs
Todd Kelzenberg
Irv Kessler
David Krause
Joseph Larkin
Steve Lear
Doug Lennick
Dan May
Tom Menzel
MetLife Foundation Volunteer
Project Fund
Eric Moleski
Jason Plank
PricewaterhouseCoopers
Spenser Segal
Colleen Simms
Janet Stanzak
Paul Stein
Andy Tate
TCF Foundation
Terri Joe Charitable
Foundation
The Scott Richards North Star
Charitable Foundation
Thrivent Financial for
Lutherans Foundation
U.S. Bancorp Foundation
Lorraine Williams
Robert Williams
U.S. Bancorp
Xcel Foundation
Alan Youel
Bryan Polley with Allodium Investments conducts an activity
with students from Blaine High School during a Budgeting
Matters presentation.
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
Financial Matters
2012-2013 Recap
Providing lessons in financial literacy through classroom presentations
Financial Matters equips students with the tools necessary to develop sound money management skills.
Through Financial Matters, industry professionals deliver presentations focused on financial literacy. From
credit to scholarships, budgeting to buying a car, the program provides students with real-life lessons in
money management. Several Financial Matters presentations are enhanced with PowerPoint presentations:
Money Matters, Budgeting Matters, Credit Matters, Investing Matters, Tax Matters and Insurance Matters.
Through Financial Matters:
97% of educators feel that their students’ financial literacy
skills have been improved through their participation in
Financial Matters.
95% of educators reported that Financial Matters exposed
their students to tools necessary to become financially
independent.
97% of educators state that Financial Matters assisted
their students in developing sound money management
skills.
“It was apparent that our [Financial Matters volunteer] was
committed to helping students with financial literacy. The feedback from my students was very positive. Thank you!”
Greg Sniezek with Allstate gives the Financial Matters ‘Insurance Matters’ presentation to students at Rogers High School.
2013 Program Highlights
 Grew teacher participation in Financial Matters
by 23%.
 Through a grant from the Foundation for
Financial Planning, our College Possible
partnership expanded to Milwaukee.
 Increased the use of Tax Matters by 164%.
 Aligned Financial Matters presentations to the
new high school financial literacy educational
standards.
 Formed committee to create content for
elementary and middle school students.
Tom Langseth with Allianz Life poses with students enrolled
in College Possible at Patrick Henry High School.
Financial Matters Impact
Students
12,333
Volunteers
173
Teachers
132
Schools
85
BestPrep ∙ 7100 Northland Circle North, Suite 402 ∙ Brooklyn Park ∙ Minnesota ∙ 55428
www.bestprep.org ∙ info@bestprep.org ∙ 763-398-0090
2012-2013 Financial Matters Volunteers
Rick Allen, Allstate, Admiral Agency
Al Ancheta, Farmer's Insurance
Rick Anderson, Allianz Life
Garrett Anderson, Morgan Stanley
Steven Ask, Rahn, Neisen & Root, P.A.
Nick Atkinson, American Family Insurance
Dean Barton, Ameriprise Financial Svcs+
Jason Bauerly, Ameriprise Financial
Jerome Bennett, First National Bank, Moose Lake
Sophia Bera, Gen Y Planning*+
Stephen Berger, EFS Advisors
Jesse Bergland, Northwestern Mutual+
Barcy Bergstrom, U.S. Bank
Mark Berthelsen, Allianz Life
Derek Blankenship, Wells Fargo Private+
Robert Bonine, Lifelong Wealth Advisors
Chase Brakke, North Star Resource Group*
Jay Breidinger, Thorsen, Breidinger & Novak, P.A.
Glen Brondyke, PricewaterhouseCoopers, LLP
Stephanie Bruneau, Allstate, Jacob Group Agency
Erica Brunik, Allianz Life
James Bryan, Cahill Financial Advisors
Andrew Buch, Andrew Buch
Charles Buck, Buck Financial Advisors, LLC.+
Tom Byrne, Byrne & Company Ltd.
Sharon Calhoun, Vector Wealth Management
Mellissa Cederholm, PricewaterhouseCoopers, LLP
Blake Cheeley, Edward Jones
Rebecca Coker, Accenture-Best Buy
John Comer, Comer Consulting, LLC*+
John Conlin, RBC Wealth Management
Kim Cook, Allstate Insurance
Ryan Corbin, TopLine Investment Services
Doug Cozad, Accord Financial Strategies+
Joni Craft, Joni L. Craft, P.A.
Nate Criego, Financial One Credit Union
Gregg Cummings, Morgan Stanley+
Kristina Cummings, Allianz Life
Dave Curtis, Curtis Agency, Allstate
Daniel Desrochers, Coldwell Banker Burnet
Dan Delianedis, American Funds
Steve Dixon, KLB Financial+
Dan Eberhard, Allianz Life
Kyle Erickson, PricewaterhouseCoopers, LLP
Jolynn Erikson, Allstate
Michael Erpenbach, Waddell & Reed+
Charles Esler, Hennepin County Medical Center
Mary Faridi, Allianz Life
Douglas Ferderer, Allianz Life
Steve Finkelstein, Sterling Retirement Resources+
Andy Fishman, Affiance Financial+
Geliene Fitzgerald, Accenture
Karen A. Florez, The Minneapolis Foundation*+
Eric Fowler, Ameriprise Financial
Nancy Freeman, JRA Financial Services+
Nita Froderman, Rasmussen College
Elizabeth Froseth, PricewaterhouseCoopers, LLP
Johan Gjenvick, Gallagher Benefit Services, Inc.
Mark Glasser, Allianz Life
Danica Goshert, Securian Financial Group+
* Financial Matters committee member
Nancy Gove, U.S. Bank
Emily Graham, Accenture
Jennifer Green, PricewaterhouseCoopers, LLP
Cara Gressen, Allianz Life
Ryan Haddorff, Waddell & Reed
John Hajostek, Forum Communications Company
Stephanie Halstead, First National Bank of Milaca
Bridget Handke, KLB Financial+
Christian Hansen, Allstate, Hansen Agency
Elaine Hansen, UMD Center for Economic Development
Derek Hansen, American Funds+
Linda Harmon, Harmon & Hartmon
David Hartman, Luther Westside Volkswagen
Brad Haynes, Affinity Plus Federal Credit Union, Mankato
Joel Heitner, Affinity Plus Federal Credit Union, Mankato
Joe Hendrickson, Allianz Life
Amy Hinzmann, McGladrey LLP
Laura Holmquist, Allstate, True Insurance Agency
Jenna Holm, Accredited Investors*
Jeffrey Hunstiger, Allstate, Jeff Hunstiger Agency
Shawn Jacobson, Legacy Financial Advisors+
Jim Jaeckels, Edina Realty, Inc.
Meg Jakubik, Ameriprise Financial*+
Jessie Janni, Ecolab Inc.
Jasmine Jirele, Allianz Life
Jennifer Johnson, Sara Sauer, CPA, LLC
David Johnson, Highland Money Management Inc.
Berni Johnson-Clark, FamilyMeans/CCCS*+
Ann Jones, Voyager Bank Shakopee
Tina Jones, Hiway Federal Credit Union
Kris Kiefer-Vik, Allstate
Beverly Kile, Globe University/Minnesota School of Business
Barbara W. Kirby, Focus Financial Network, Inc.+
Tiffany Kirk, Wings Financial+
Jason Kley, Carlson Capital Management+
Kurt Kobes, Edward Jones
Haris Kopic, Wealth Enhancement Group
Dale Kraus, Thrivent Financial for Lutherans
David Krause, Beacon Bank*+
Elizabeth Krogh, Ameriprise Financial
Kevin Kuenster, Wells Fargo Advisors
Adam Landvik, Raymond James Financial Services*+
Tom Langseth, Allianz Life
Joe Larkin, AdvisorNet Financial+
Steve Lear, Affiance Financial+
Eric Lee, Farmers State Bank of Elkton
Donna Loeffler, Donna Loeffler, CPA
Tom Luing, Capital Management Associates
Jerry Lund, Ameriprise Financial
Shannon Mart, Anoka Hennepin Credit Union
Loie Mashuga, Allianz Life
Michael McConnell, LarsonAllenLLP+
Patricia Meland, ING US Insurance+
Dana Menard, Financial Dimensions Group, Inc.+
Dawn Mensing, Century Community College
Mike Miller, ISFN Financial Group+
Bridget Moeller, Greater Minnesota Credit Union
Eric Moleski, GEN Financial Management, Inc.+
Kathy Moss, JRA Financial Services+
Paul Nelson, Allstate Insurance
+ Financial Matters Ambasador Speaker Club member
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
2012-2013 Financial Matters Volunteers (continued)
Carolyn Nelson, Minnesota State University, Mankato
Jody Niesen, Allstate Insurance
Ted Nistler, Securian Financial Group
Amy Notermann, Morgan Stanley
Edgar Nsumba, Wealth Enhancement Group
Dennis O’Hearn, Advantage Educational Programs+
Timothy O'Keefe, Ameriprise Financial
Sara Olson, Allianz Life
Trysh Olson, Wings Financial
Beth Patterson, Wells Fargo
Aaron Peloquin, PricewaterhouseCoopers, LLP
Emily Peterson, Wells Fargo
Jason Plank, Ameriprise Financial+
Dana Pollard, Wells Fargo
Bryan Polley, Allodium Investment Consultants+
Thomas Porter, Western Bank
David Purdy, Wealth Management Midwest
Alfred Rashid, Alfred J. Rashid II, CFP & Associates+
Sharon Reichenbach, Peoples Bank of Commerce
Richard Rubesch, Allianz Life
Lauri Salverda, Clerestory Advisors, Inc.*+
Pam Schaper, Roundbank Waseca
Sarah Schaus, Allianz Life
Tony Schutte, Educators Financial Services, Inc.
A.J. Siddiqui, Sole Practitioner
Tracey Simonson, Focus Financial - The Simonson Group
Greg Sniezek, Allstate, Sniezek Group Agency
David Spangler, Thrivent Financial for Lutherans
Donald Spieker+
Janet A. Stanzak, Financial Empowerment LLC+
Paul Stein, Advanced Retirement Resources+
Lisa Stitzel, Hello Viking
Tammi Strand, Allstate Insurance
Molly Sullivan+
Aaron Swartz, Ameriprise Financial
Aimee Sybrant, Ameriprise Financial
Shane Talley, Edward Jones
Andy Tate, North Star Resource Group+
Adam Taylor, Securian Financial Group
Andrew Thelander, Wealth Enhancement Group
Adrienne Thorson, AmeriNational Community Services
Mary Toske, Allstate
Kira Vanderwert, Walter Investments+
Heather Varez, Minnesota Office of the Legislative Auditor
Todd Vincelli, Allstate, Vincelli Insurance Agency
Celeste Voss, Rasmussen College
Dan Wagner, Federated Insurance
Bruce Wagner, Financial LifeLab, Inc.
Kristina Walch, Allianz Life
Anette Wanchena, Northeast Bank*+
Gary Webb, Webb Financial Group
Terry Weber, United Educators Credit Union
Josh Webskowski, Webskowski Financial Network+
Nate Wenner, Wipfli, LLP*+
Bill Werb, Allianz Life
John Wernz, Wealth Enhancement Group+
Christi Westman, Valspar
Kimberly Weum, PricewaterhouseCoopers, LLP
Suzy Wheeler, FamilyMeans/CCCS+
* Financial Matters committee member
Dave Wilson, Edward Jones
Stanley Winnie, Allstate, Winnie Agency
William Wixon, Wixon Advisors
Josh Wolberg, Channel Financial+
David Wolfe, Educators Financial Services, Inc.+
Students of Park Center High School pose for a photo following a
Financial Matters presentation.
2012-2013 Financial Matters Schools
Albert Lea High School, Albert Lea
ALC AGAPE High School, St. Paul
Anoka High School, Anoka
Armstrong High School, Plymouth
Blaine High School, Blaine
Blooming Prairie High School, Blooming Prairie
Bloomington Kennedy High School, Bloomington
Bolder Options, Minneapolis
Boys Totem Town, St Paul
Buffalo High School, Buffalo
Burnsville ALC, Eagan
Burnsville High School, Burnsville
Centennial High School, Circle Pines
Central High School, St. Paul
Champlin Park High School, Champlin
Chanhassen High School, Chanhassen
Chaska High School, Chaska
Clover Ridge Elementary, Chaska
Columbia Heights High School, Columbia Heights
Community of Peace Academy, St. Paul
Como Park High School, St. Paul
Coon Rapids High School, Coon Rapids
Cooper High School, New Hope
East Ridge High School, Woodbury
Eastview High School, Apple Valley
Eden Prairie High School, Eden Prairie
Edina High School, Edina
Edison High School, Minneapolis
Fairview ALC, Roseville
Fairview Alternative High School, Roseville
Falls High School, International Falls
Forest Lake High School, Forest Lake
Fridley Area Learning Center, Fridley
Genesys Works, St. Paul
Glenville-Emmons High School, Glenville
Harding Senior High School, St. Paul
+ Financial Matters Ambasador Speaker Club member
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
2012-2013 Financial Matters Schools
continued
Highland Park Senior High School, St. Paul
Highview Alternative Program, Golden Valley
Horizon Middle School, Moorhead
Humboldt Secondary School, St. Paul
Irondale High School, New Brighton
Jefferson High School, Bloomington
Jefferson High School, Alexandria
Johnson High School, St. Paul
Lake Middle School, Woodbury
Lewiston-Altura Intermediate School, Lewiston
Mahtomedi High School, Mahtomedi
Mankato East High School, Mankato
Mankato West High School, Mankato
Maranatha Christian Academy, Brooklyn Park
Mayo High School, Rochester
Milaca High School, Milaca
Minnehaha Academy - North Campus, Minneapolis
Mounds View High School, Arden Hills
Nicollet Junior High, Burnsville
North Branch High School, North Branch
Open World Learning Community, St. Paul
Osseo Alternative Learning Center, Brooklyn Park
Osseo Senior High School, Osseo
Owatonna Senior High School, Owatonna
Park Center High School, Brooklyn Park
Park High School, Cottage Grove
Patrick Henry High School, Minneapolis
Pine City High School, Pine City
Proctor High School, Proctor
Richfield Career Education Program, Richfield
Robbinsdale Middle School, Robbinsdale
Rogers High School, Rogers
Roosevelt High School, Minneapolis
Shakopee Senior High School, Shakopee
Southland High School, Adams
St. Anthony Village High School, St. Anthony
St. Francis High School, St. Francis
St. Louis Park High School, St. Louis Park
Steps of Strategy, Minneapolis
Stillwater Area High School, Stillwater
The Next Step Transitional Program, North St. Paul
Totino Grace High School, Fridley
Ubah Medical Academy, Hopkins
Waseca High School, Waseca
Washington Technology Magnet, St. Paul
White Bear Lake Area High School North Campus, White
Bear Lake
White Bear Lake Area High School South Campus, White
Bear Lake
“Our students were particularly interested in what [our
volunteer] had to say; she shared the information in a way
that made the students see the connection to their lives. She
was also confident in relating to groups of people and was
able to show her passion for her topic and helping people!”
-Financial Matters Teacher, Coon Rapids High School
2012-2013 Financial Matters Sponsors
Accredited Investors on behalf
of Jenna Holm
Affiance Financial
Affinity Plus Foundation
Allianz Life
Allstate Insurance Foundation
Ameriprise Financial Services
Daniel Anderson
Kevin Beaubien
Sophia Bera
Bremer Bank
Charles Buck
Capital Group Companies
Charitable Foundation
Dan Delianedis
Steve Dixon
Cindy Drahos
Financial Planning Association of
Minnesota
Andrew B. Fishman
Karen A. Florez
Lea Foli
David Anderson
David Krause
Foundation for Financial
Planning
Jocelyn Bessette-Gorlin and Jed
B. Gorlin, M.D.
Bridget Handke
Derek Hanson
John Hinz
Echo Huang
Nancy Imholte
ING Foundation
Shawn Jacobson
JRA Financial Services
Jason Plank
Cathy Juilfs
Todd Kelzenberg
Irv Kessler
David Krause
Joseph Larkin
Steve Lear
Doug Lennick
Dan May
Tom Menzel
MetLife Foundation Volunteer
Project Fund
Eric Moleski
Jason Plank
PricewaterhouseCoopers
Spenser Segal
Colleen Simms
Janet Stanzak
Paul Stein
Andy Tate
TCF Foundation
Terri Joe Charitable
Foundation
The Scott Richards North Star
Charitable Foundation
Thrivent Financial for
Lutherans Foundation
U.S. Bancorp Foundation
Lorraine Williams
Robert Williams
U.S. Bancorp
Xcel Foundation
Alan Youel
Bryan Polley with Allodium Investments conducts an activity
with students from Blaine High School during a Budgeting
Matters presentation.
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
Financial Matters
2012-2013 Recap
Providing lessons in financial literacy through classroom presentations
Financial Matters equips students with the tools necessary to develop sound money management skills.
Through Financial Matters, industry professionals deliver presentations focused on financial literacy. From
credit to scholarships, budgeting to buying a car, the program provides students with real-life lessons in
money management. Several Financial Matters presentations are enhanced with PowerPoint presentations:
Money Matters, Budgeting Matters, Credit Matters, Investing Matters, Tax Matters and Insurance Matters.
Through Financial Matters:
97% of educators feel that their students’ financial literacy
skills have been improved through their participation in
Financial Matters.
95% of educators reported that Financial Matters exposed
their students to tools necessary to become financially
independent.
97% of educators state that Financial Matters assisted
their students in developing sound money management
skills.
“It was apparent that our [Financial Matters volunteer] was
committed to helping students with financial literacy. The feedback from my students was very positive. Thank you!”
Greg Sniezek with Allstate gives the Financial Matters ‘Insurance Matters’ presentation to students at Rogers High School.
2013 Program Highlights
 Grew teacher participation in Financial Matters
by 23%.
 Through a grant from the Foundation for
Financial Planning, our College Possible
partnership expanded to Milwaukee.
 Increased the use of Tax Matters by 164%.
 Aligned Financial Matters presentations to the
new high school financial literacy educational
standards.
 Formed committee to create content for
elementary and middle school students.
Tom Langseth with Allianz Life poses with students enrolled
in College Possible at Patrick Henry High School.
Financial Matters Impact
Students
12,333
Volunteers
173
Teachers
132
Schools
85
BestPrep ∙ 7100 Northland Circle North, Suite 402 ∙ Brooklyn Park ∙ Minnesota ∙ 55428
www.bestprep.org ∙ info@bestprep.org ∙ 763-398-0090
2012-2013 Financial Matters Volunteers
Rick Allen, Allstate, Admiral Agency
Al Ancheta, Farmer's Insurance
Rick Anderson, Allianz Life
Garrett Anderson, Morgan Stanley
Steven Ask, Rahn, Neisen & Root, P.A.
Nick Atkinson, American Family Insurance
Dean Barton, Ameriprise Financial Svcs+
Jason Bauerly, Ameriprise Financial
Jerome Bennett, First National Bank, Moose Lake
Sophia Bera, Gen Y Planning*+
Stephen Berger, EFS Advisors
Jesse Bergland, Northwestern Mutual+
Barcy Bergstrom, U.S. Bank
Mark Berthelsen, Allianz Life
Derek Blankenship, Wells Fargo Private+
Robert Bonine, Lifelong Wealth Advisors
Chase Brakke, North Star Resource Group*
Jay Breidinger, Thorsen, Breidinger & Novak, P.A.
Glen Brondyke, PricewaterhouseCoopers, LLP
Stephanie Bruneau, Allstate, Jacob Group Agency
Erica Brunik, Allianz Life
James Bryan, Cahill Financial Advisors
Andrew Buch, Andrew Buch
Charles Buck, Buck Financial Advisors, LLC.+
Tom Byrne, Byrne & Company Ltd.
Sharon Calhoun, Vector Wealth Management
Mellissa Cederholm, PricewaterhouseCoopers, LLP
Blake Cheeley, Edward Jones
Rebecca Coker, Accenture-Best Buy
John Comer, Comer Consulting, LLC*+
John Conlin, RBC Wealth Management
Kim Cook, Allstate Insurance
Ryan Corbin, TopLine Investment Services
Doug Cozad, Accord Financial Strategies+
Joni Craft, Joni L. Craft, P.A.
Nate Criego, Financial One Credit Union
Gregg Cummings, Morgan Stanley+
Kristina Cummings, Allianz Life
Dave Curtis, Curtis Agency, Allstate
Daniel Desrochers, Coldwell Banker Burnet
Dan Delianedis, American Funds
Steve Dixon, KLB Financial+
Dan Eberhard, Allianz Life
Kyle Erickson, PricewaterhouseCoopers, LLP
Jolynn Erikson, Allstate
Michael Erpenbach, Waddell & Reed+
Charles Esler, Hennepin County Medical Center
Mary Faridi, Allianz Life
Douglas Ferderer, Allianz Life
Steve Finkelstein, Sterling Retirement Resources+
Andy Fishman, Affiance Financial+
Geliene Fitzgerald, Accenture
Karen A. Florez, The Minneapolis Foundation*+
Eric Fowler, Ameriprise Financial
Nancy Freeman, JRA Financial Services+
Nita Froderman, Rasmussen College
Elizabeth Froseth, PricewaterhouseCoopers, LLP
Johan Gjenvick, Gallagher Benefit Services, Inc.
Mark Glasser, Allianz Life
Danica Goshert, Securian Financial Group+
* Financial Matters committee member
Nancy Gove, U.S. Bank
Emily Graham, Accenture
Jennifer Green, PricewaterhouseCoopers, LLP
Cara Gressen, Allianz Life
Ryan Haddorff, Waddell & Reed
John Hajostek, Forum Communications Company
Stephanie Halstead, First National Bank of Milaca
Bridget Handke, KLB Financial+
Christian Hansen, Allstate, Hansen Agency
Elaine Hansen, UMD Center for Economic Development
Derek Hansen, American Funds+
Linda Harmon, Harmon & Hartmon
David Hartman, Luther Westside Volkswagen
Brad Haynes, Affinity Plus Federal Credit Union, Mankato
Joel Heitner, Affinity Plus Federal Credit Union, Mankato
Joe Hendrickson, Allianz Life
Amy Hinzmann, McGladrey LLP
Laura Holmquist, Allstate, True Insurance Agency
Jenna Holm, Accredited Investors*
Jeffrey Hunstiger, Allstate, Jeff Hunstiger Agency
Shawn Jacobson, Legacy Financial Advisors+
Jim Jaeckels, Edina Realty, Inc.
Meg Jakubik, Ameriprise Financial*+
Jessie Janni, Ecolab Inc.
Jasmine Jirele, Allianz Life
Jennifer Johnson, Sara Sauer, CPA, LLC
David Johnson, Highland Money Management Inc.
Berni Johnson-Clark, FamilyMeans/CCCS*+
Ann Jones, Voyager Bank Shakopee
Tina Jones, Hiway Federal Credit Union
Kris Kiefer-Vik, Allstate
Beverly Kile, Globe University/Minnesota School of Business
Barbara W. Kirby, Focus Financial Network, Inc.+
Tiffany Kirk, Wings Financial+
Jason Kley, Carlson Capital Management+
Kurt Kobes, Edward Jones
Haris Kopic, Wealth Enhancement Group
Dale Kraus, Thrivent Financial for Lutherans
David Krause, Beacon Bank*+
Elizabeth Krogh, Ameriprise Financial
Kevin Kuenster, Wells Fargo Advisors
Adam Landvik, Raymond James Financial Services*+
Tom Langseth, Allianz Life
Joe Larkin, AdvisorNet Financial+
Steve Lear, Affiance Financial+
Eric Lee, Farmers State Bank of Elkton
Donna Loeffler, Donna Loeffler, CPA
Tom Luing, Capital Management Associates
Jerry Lund, Ameriprise Financial
Shannon Mart, Anoka Hennepin Credit Union
Loie Mashuga, Allianz Life
Michael McConnell, LarsonAllenLLP+
Patricia Meland, ING US Insurance+
Dana Menard, Financial Dimensions Group, Inc.+
Dawn Mensing, Century Community College
Mike Miller, ISFN Financial Group+
Bridget Moeller, Greater Minnesota Credit Union
Eric Moleski, GEN Financial Management, Inc.+
Kathy Moss, JRA Financial Services+
Paul Nelson, Allstate Insurance
+ Financial Matters Ambasador Speaker Club member
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
2012-2013 Financial Matters Volunteers (continued)
Carolyn Nelson, Minnesota State University, Mankato
Jody Niesen, Allstate Insurance
Ted Nistler, Securian Financial Group
Amy Notermann, Morgan Stanley
Edgar Nsumba, Wealth Enhancement Group
Dennis O’Hearn, Advantage Educational Programs+
Timothy O'Keefe, Ameriprise Financial
Sara Olson, Allianz Life
Trysh Olson, Wings Financial
Beth Patterson, Wells Fargo
Aaron Peloquin, PricewaterhouseCoopers, LLP
Emily Peterson, Wells Fargo
Jason Plank, Ameriprise Financial+
Dana Pollard, Wells Fargo
Bryan Polley, Allodium Investment Consultants+
Thomas Porter, Western Bank
David Purdy, Wealth Management Midwest
Alfred Rashid, Alfred J. Rashid II, CFP & Associates+
Sharon Reichenbach, Peoples Bank of Commerce
Richard Rubesch, Allianz Life
Lauri Salverda, Clerestory Advisors, Inc.*+
Pam Schaper, Roundbank Waseca
Sarah Schaus, Allianz Life
Tony Schutte, Educators Financial Services, Inc.
A.J. Siddiqui, Sole Practitioner
Tracey Simonson, Focus Financial - The Simonson Group
Greg Sniezek, Allstate, Sniezek Group Agency
David Spangler, Thrivent Financial for Lutherans
Donald Spieker+
Janet A. Stanzak, Financial Empowerment LLC+
Paul Stein, Advanced Retirement Resources+
Lisa Stitzel, Hello Viking
Tammi Strand, Allstate Insurance
Molly Sullivan+
Aaron Swartz, Ameriprise Financial
Aimee Sybrant, Ameriprise Financial
Shane Talley, Edward Jones
Andy Tate, North Star Resource Group+
Adam Taylor, Securian Financial Group
Andrew Thelander, Wealth Enhancement Group
Adrienne Thorson, AmeriNational Community Services
Mary Toske, Allstate
Kira Vanderwert, Walter Investments+
Heather Varez, Minnesota Office of the Legislative Auditor
Todd Vincelli, Allstate, Vincelli Insurance Agency
Celeste Voss, Rasmussen College
Dan Wagner, Federated Insurance
Bruce Wagner, Financial LifeLab, Inc.
Kristina Walch, Allianz Life
Anette Wanchena, Northeast Bank*+
Gary Webb, Webb Financial Group
Terry Weber, United Educators Credit Union
Josh Webskowski, Webskowski Financial Network+
Nate Wenner, Wipfli, LLP*+
Bill Werb, Allianz Life
John Wernz, Wealth Enhancement Group+
Christi Westman, Valspar
Kimberly Weum, PricewaterhouseCoopers, LLP
Suzy Wheeler, FamilyMeans/CCCS+
* Financial Matters committee member
Dave Wilson, Edward Jones
Stanley Winnie, Allstate, Winnie Agency
William Wixon, Wixon Advisors
Josh Wolberg, Channel Financial+
David Wolfe, Educators Financial Services, Inc.+
Students of Park Center High School pose for a photo following a
Financial Matters presentation.
2012-2013 Financial Matters Schools
Albert Lea High School, Albert Lea
ALC AGAPE High School, St. Paul
Anoka High School, Anoka
Armstrong High School, Plymouth
Blaine High School, Blaine
Blooming Prairie High School, Blooming Prairie
Bloomington Kennedy High School, Bloomington
Bolder Options, Minneapolis
Boys Totem Town, St Paul
Buffalo High School, Buffalo
Burnsville ALC, Eagan
Burnsville High School, Burnsville
Centennial High School, Circle Pines
Central High School, St. Paul
Champlin Park High School, Champlin
Chanhassen High School, Chanhassen
Chaska High School, Chaska
Clover Ridge Elementary, Chaska
Columbia Heights High School, Columbia Heights
Community of Peace Academy, St. Paul
Como Park High School, St. Paul
Coon Rapids High School, Coon Rapids
Cooper High School, New Hope
East Ridge High School, Woodbury
Eastview High School, Apple Valley
Eden Prairie High School, Eden Prairie
Edina High School, Edina
Edison High School, Minneapolis
Fairview ALC, Roseville
Fairview Alternative High School, Roseville
Falls High School, International Falls
Forest Lake High School, Forest Lake
Fridley Area Learning Center, Fridley
Genesys Works, St. Paul
Glenville-Emmons High School, Glenville
Harding Senior High School, St. Paul
+ Financial Matters Ambasador Speaker Club member
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
2012-2013 Financial Matters Schools
continued
Highland Park Senior High School, St. Paul
Highview Alternative Program, Golden Valley
Horizon Middle School, Moorhead
Humboldt Secondary School, St. Paul
Irondale High School, New Brighton
Jefferson High School, Bloomington
Jefferson High School, Alexandria
Johnson High School, St. Paul
Lake Middle School, Woodbury
Lewiston-Altura Intermediate School, Lewiston
Mahtomedi High School, Mahtomedi
Mankato East High School, Mankato
Mankato West High School, Mankato
Maranatha Christian Academy, Brooklyn Park
Mayo High School, Rochester
Milaca High School, Milaca
Minnehaha Academy - North Campus, Minneapolis
Mounds View High School, Arden Hills
Nicollet Junior High, Burnsville
North Branch High School, North Branch
Open World Learning Community, St. Paul
Osseo Alternative Learning Center, Brooklyn Park
Osseo Senior High School, Osseo
Owatonna Senior High School, Owatonna
Park Center High School, Brooklyn Park
Park High School, Cottage Grove
Patrick Henry High School, Minneapolis
Pine City High School, Pine City
Proctor High School, Proctor
Richfield Career Education Program, Richfield
Robbinsdale Middle School, Robbinsdale
Rogers High School, Rogers
Roosevelt High School, Minneapolis
Shakopee Senior High School, Shakopee
Southland High School, Adams
St. Anthony Village High School, St. Anthony
St. Francis High School, St. Francis
St. Louis Park High School, St. Louis Park
Steps of Strategy, Minneapolis
Stillwater Area High School, Stillwater
The Next Step Transitional Program, North St. Paul
Totino Grace High School, Fridley
Ubah Medical Academy, Hopkins
Waseca High School, Waseca
Washington Technology Magnet, St. Paul
White Bear Lake Area High School North Campus, White
Bear Lake
White Bear Lake Area High School South Campus, White
Bear Lake
“Our students were particularly interested in what [our
volunteer] had to say; she shared the information in a way
that made the students see the connection to their lives. She
was also confident in relating to groups of people and was
able to show her passion for her topic and helping people!”
-Financial Matters Teacher, Coon Rapids High School
2012-2013 Financial Matters Sponsors
Accredited Investors on behalf
of Jenna Holm
Affiance Financial
Affinity Plus Foundation
Allianz Life
Allstate Insurance Foundation
Ameriprise Financial Services
Daniel Anderson
Kevin Beaubien
Sophia Bera
Bremer Bank
Charles Buck
Capital Group Companies
Charitable Foundation
Dan Delianedis
Steve Dixon
Cindy Drahos
Financial Planning Association of
Minnesota
Andrew B. Fishman
Karen A. Florez
Lea Foli
David Anderson
David Krause
Foundation for Financial
Planning
Jocelyn Bessette-Gorlin and Jed
B. Gorlin, M.D.
Bridget Handke
Derek Hanson
John Hinz
Echo Huang
Nancy Imholte
ING Foundation
Shawn Jacobson
JRA Financial Services
Jason Plank
Cathy Juilfs
Todd Kelzenberg
Irv Kessler
David Krause
Joseph Larkin
Steve Lear
Doug Lennick
Dan May
Tom Menzel
MetLife Foundation Volunteer
Project Fund
Eric Moleski
Jason Plank
PricewaterhouseCoopers
Spenser Segal
Colleen Simms
Janet Stanzak
Paul Stein
Andy Tate
TCF Foundation
Terri Joe Charitable
Foundation
The Scott Richards North Star
Charitable Foundation
Thrivent Financial for
Lutherans Foundation
U.S. Bancorp Foundation
Lorraine Williams
Robert Williams
U.S. Bancorp
Xcel Foundation
Alan Youel
Bryan Polley with Allodium Investments conducts an activity
with students from Blaine High School during a Budgeting
Matters presentation.
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
Financial Matters
2012-2013 Recap
Providing lessons in financial literacy through classroom presentations
Financial Matters equips students with the tools necessary to develop sound money management skills.
Through Financial Matters, industry professionals deliver presentations focused on financial literacy. From
credit to scholarships, budgeting to buying a car, the program provides students with real-life lessons in
money management. Several Financial Matters presentations are enhanced with PowerPoint presentations:
Money Matters, Budgeting Matters, Credit Matters, Investing Matters, Tax Matters and Insurance Matters.
Through Financial Matters:
97% of educators feel that their students’ financial literacy
skills have been improved through their participation in
Financial Matters.
95% of educators reported that Financial Matters exposed
their students to tools necessary to become financially
independent.
97% of educators state that Financial Matters assisted
their students in developing sound money management
skills.
“It was apparent that our [Financial Matters volunteer] was
committed to helping students with financial literacy. The feedback from my students was very positive. Thank you!”
Greg Sniezek with Allstate gives the Financial Matters ‘Insurance Matters’ presentation to students at Rogers High School.
2013 Program Highlights
 Grew teacher participation in Financial Matters
by 23%.
 Through a grant from the Foundation for
Financial Planning, our College Possible
partnership expanded to Milwaukee.
 Increased the use of Tax Matters by 164%.
 Aligned Financial Matters presentations to the
new high school financial literacy educational
standards.
 Formed committee to create content for
elementary and middle school students.
Tom Langseth with Allianz Life poses with students enrolled
in College Possible at Patrick Henry High School.
Financial Matters Impact
Students
12,333
Volunteers
173
Teachers
132
Schools
85
BestPrep ∙ 7100 Northland Circle North, Suite 402 ∙ Brooklyn Park ∙ Minnesota ∙ 55428
www.bestprep.org ∙ info@bestprep.org ∙ 763-398-0090
2012-2013 Financial Matters Volunteers
Rick Allen, Allstate, Admiral Agency
Al Ancheta, Farmer's Insurance
Rick Anderson, Allianz Life
Garrett Anderson, Morgan Stanley
Steven Ask, Rahn, Neisen & Root, P.A.
Nick Atkinson, American Family Insurance
Dean Barton, Ameriprise Financial Svcs+
Jason Bauerly, Ameriprise Financial
Jerome Bennett, First National Bank, Moose Lake
Sophia Bera, Gen Y Planning*+
Stephen Berger, EFS Advisors
Jesse Bergland, Northwestern Mutual+
Barcy Bergstrom, U.S. Bank
Mark Berthelsen, Allianz Life
Derek Blankenship, Wells Fargo Private+
Robert Bonine, Lifelong Wealth Advisors
Chase Brakke, North Star Resource Group*
Jay Breidinger, Thorsen, Breidinger & Novak, P.A.
Glen Brondyke, PricewaterhouseCoopers, LLP
Stephanie Bruneau, Allstate, Jacob Group Agency
Erica Brunik, Allianz Life
James Bryan, Cahill Financial Advisors
Andrew Buch, Andrew Buch
Charles Buck, Buck Financial Advisors, LLC.+
Tom Byrne, Byrne & Company Ltd.
Sharon Calhoun, Vector Wealth Management
Mellissa Cederholm, PricewaterhouseCoopers, LLP
Blake Cheeley, Edward Jones
Rebecca Coker, Accenture-Best Buy
John Comer, Comer Consulting, LLC*+
John Conlin, RBC Wealth Management
Kim Cook, Allstate Insurance
Ryan Corbin, TopLine Investment Services
Doug Cozad, Accord Financial Strategies+
Joni Craft, Joni L. Craft, P.A.
Nate Criego, Financial One Credit Union
Gregg Cummings, Morgan Stanley+
Kristina Cummings, Allianz Life
Dave Curtis, Curtis Agency, Allstate
Daniel Desrochers, Coldwell Banker Burnet
Dan Delianedis, American Funds
Steve Dixon, KLB Financial+
Dan Eberhard, Allianz Life
Kyle Erickson, PricewaterhouseCoopers, LLP
Jolynn Erikson, Allstate
Michael Erpenbach, Waddell & Reed+
Charles Esler, Hennepin County Medical Center
Mary Faridi, Allianz Life
Douglas Ferderer, Allianz Life
Steve Finkelstein, Sterling Retirement Resources+
Andy Fishman, Affiance Financial+
Geliene Fitzgerald, Accenture
Karen A. Florez, The Minneapolis Foundation*+
Eric Fowler, Ameriprise Financial
Nancy Freeman, JRA Financial Services+
Nita Froderman, Rasmussen College
Elizabeth Froseth, PricewaterhouseCoopers, LLP
Johan Gjenvick, Gallagher Benefit Services, Inc.
Mark Glasser, Allianz Life
Danica Goshert, Securian Financial Group+
* Financial Matters committee member
Nancy Gove, U.S. Bank
Emily Graham, Accenture
Jennifer Green, PricewaterhouseCoopers, LLP
Cara Gressen, Allianz Life
Ryan Haddorff, Waddell & Reed
John Hajostek, Forum Communications Company
Stephanie Halstead, First National Bank of Milaca
Bridget Handke, KLB Financial+
Christian Hansen, Allstate, Hansen Agency
Elaine Hansen, UMD Center for Economic Development
Derek Hansen, American Funds+
Linda Harmon, Harmon & Hartmon
David Hartman, Luther Westside Volkswagen
Brad Haynes, Affinity Plus Federal Credit Union, Mankato
Joel Heitner, Affinity Plus Federal Credit Union, Mankato
Joe Hendrickson, Allianz Life
Amy Hinzmann, McGladrey LLP
Laura Holmquist, Allstate, True Insurance Agency
Jenna Holm, Accredited Investors*
Jeffrey Hunstiger, Allstate, Jeff Hunstiger Agency
Shawn Jacobson, Legacy Financial Advisors+
Jim Jaeckels, Edina Realty, Inc.
Meg Jakubik, Ameriprise Financial*+
Jessie Janni, Ecolab Inc.
Jasmine Jirele, Allianz Life
Jennifer Johnson, Sara Sauer, CPA, LLC
David Johnson, Highland Money Management Inc.
Berni Johnson-Clark, FamilyMeans/CCCS*+
Ann Jones, Voyager Bank Shakopee
Tina Jones, Hiway Federal Credit Union
Kris Kiefer-Vik, Allstate
Beverly Kile, Globe University/Minnesota School of Business
Barbara W. Kirby, Focus Financial Network, Inc.+
Tiffany Kirk, Wings Financial+
Jason Kley, Carlson Capital Management+
Kurt Kobes, Edward Jones
Haris Kopic, Wealth Enhancement Group
Dale Kraus, Thrivent Financial for Lutherans
David Krause, Beacon Bank*+
Elizabeth Krogh, Ameriprise Financial
Kevin Kuenster, Wells Fargo Advisors
Adam Landvik, Raymond James Financial Services*+
Tom Langseth, Allianz Life
Joe Larkin, AdvisorNet Financial+
Steve Lear, Affiance Financial+
Eric Lee, Farmers State Bank of Elkton
Donna Loeffler, Donna Loeffler, CPA
Tom Luing, Capital Management Associates
Jerry Lund, Ameriprise Financial
Shannon Mart, Anoka Hennepin Credit Union
Loie Mashuga, Allianz Life
Michael McConnell, LarsonAllenLLP+
Patricia Meland, ING US Insurance+
Dana Menard, Financial Dimensions Group, Inc.+
Dawn Mensing, Century Community College
Mike Miller, ISFN Financial Group+
Bridget Moeller, Greater Minnesota Credit Union
Eric Moleski, GEN Financial Management, Inc.+
Kathy Moss, JRA Financial Services+
Paul Nelson, Allstate Insurance
+ Financial Matters Ambasador Speaker Club member
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
2012-2013 Financial Matters Volunteers (continued)
Carolyn Nelson, Minnesota State University, Mankato
Jody Niesen, Allstate Insurance
Ted Nistler, Securian Financial Group
Amy Notermann, Morgan Stanley
Edgar Nsumba, Wealth Enhancement Group
Dennis O’Hearn, Advantage Educational Programs+
Timothy O'Keefe, Ameriprise Financial
Sara Olson, Allianz Life
Trysh Olson, Wings Financial
Beth Patterson, Wells Fargo
Aaron Peloquin, PricewaterhouseCoopers, LLP
Emily Peterson, Wells Fargo
Jason Plank, Ameriprise Financial+
Dana Pollard, Wells Fargo
Bryan Polley, Allodium Investment Consultants+
Thomas Porter, Western Bank
David Purdy, Wealth Management Midwest
Alfred Rashid, Alfred J. Rashid II, CFP & Associates+
Sharon Reichenbach, Peoples Bank of Commerce
Richard Rubesch, Allianz Life
Lauri Salverda, Clerestory Advisors, Inc.*+
Pam Schaper, Roundbank Waseca
Sarah Schaus, Allianz Life
Tony Schutte, Educators Financial Services, Inc.
A.J. Siddiqui, Sole Practitioner
Tracey Simonson, Focus Financial - The Simonson Group
Greg Sniezek, Allstate, Sniezek Group Agency
David Spangler, Thrivent Financial for Lutherans
Donald Spieker+
Janet A. Stanzak, Financial Empowerment LLC+
Paul Stein, Advanced Retirement Resources+
Lisa Stitzel, Hello Viking
Tammi Strand, Allstate Insurance
Molly Sullivan+
Aaron Swartz, Ameriprise Financial
Aimee Sybrant, Ameriprise Financial
Shane Talley, Edward Jones
Andy Tate, North Star Resource Group+
Adam Taylor, Securian Financial Group
Andrew Thelander, Wealth Enhancement Group
Adrienne Thorson, AmeriNational Community Services
Mary Toske, Allstate
Kira Vanderwert, Walter Investments+
Heather Varez, Minnesota Office of the Legislative Auditor
Todd Vincelli, Allstate, Vincelli Insurance Agency
Celeste Voss, Rasmussen College
Dan Wagner, Federated Insurance
Bruce Wagner, Financial LifeLab, Inc.
Kristina Walch, Allianz Life
Anette Wanchena, Northeast Bank*+
Gary Webb, Webb Financial Group
Terry Weber, United Educators Credit Union
Josh Webskowski, Webskowski Financial Network+
Nate Wenner, Wipfli, LLP*+
Bill Werb, Allianz Life
John Wernz, Wealth Enhancement Group+
Christi Westman, Valspar
Kimberly Weum, PricewaterhouseCoopers, LLP
Suzy Wheeler, FamilyMeans/CCCS+
* Financial Matters committee member
Dave Wilson, Edward Jones
Stanley Winnie, Allstate, Winnie Agency
William Wixon, Wixon Advisors
Josh Wolberg, Channel Financial+
David Wolfe, Educators Financial Services, Inc.+
Students of Park Center High School pose for a photo following a
Financial Matters presentation.
2012-2013 Financial Matters Schools
Albert Lea High School, Albert Lea
ALC AGAPE High School, St. Paul
Anoka High School, Anoka
Armstrong High School, Plymouth
Blaine High School, Blaine
Blooming Prairie High School, Blooming Prairie
Bloomington Kennedy High School, Bloomington
Bolder Options, Minneapolis
Boys Totem Town, St Paul
Buffalo High School, Buffalo
Burnsville ALC, Eagan
Burnsville High School, Burnsville
Centennial High School, Circle Pines
Central High School, St. Paul
Champlin Park High School, Champlin
Chanhassen High School, Chanhassen
Chaska High School, Chaska
Clover Ridge Elementary, Chaska
Columbia Heights High School, Columbia Heights
Community of Peace Academy, St. Paul
Como Park High School, St. Paul
Coon Rapids High School, Coon Rapids
Cooper High School, New Hope
East Ridge High School, Woodbury
Eastview High School, Apple Valley
Eden Prairie High School, Eden Prairie
Edina High School, Edina
Edison High School, Minneapolis
Fairview ALC, Roseville
Fairview Alternative High School, Roseville
Falls High School, International Falls
Forest Lake High School, Forest Lake
Fridley Area Learning Center, Fridley
Genesys Works, St. Paul
Glenville-Emmons High School, Glenville
Harding Senior High School, St. Paul
+ Financial Matters Ambasador Speaker Club member
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.
2012-2013 Financial Matters Schools
continued
Highland Park Senior High School, St. Paul
Highview Alternative Program, Golden Valley
Horizon Middle School, Moorhead
Humboldt Secondary School, St. Paul
Irondale High School, New Brighton
Jefferson High School, Bloomington
Jefferson High School, Alexandria
Johnson High School, St. Paul
Lake Middle School, Woodbury
Lewiston-Altura Intermediate School, Lewiston
Mahtomedi High School, Mahtomedi
Mankato East High School, Mankato
Mankato West High School, Mankato
Maranatha Christian Academy, Brooklyn Park
Mayo High School, Rochester
Milaca High School, Milaca
Minnehaha Academy - North Campus, Minneapolis
Mounds View High School, Arden Hills
Nicollet Junior High, Burnsville
North Branch High School, North Branch
Open World Learning Community, St. Paul
Osseo Alternative Learning Center, Brooklyn Park
Osseo Senior High School, Osseo
Owatonna Senior High School, Owatonna
Park Center High School, Brooklyn Park
Park High School, Cottage Grove
Patrick Henry High School, Minneapolis
Pine City High School, Pine City
Proctor High School, Proctor
Richfield Career Education Program, Richfield
Robbinsdale Middle School, Robbinsdale
Rogers High School, Rogers
Roosevelt High School, Minneapolis
Shakopee Senior High School, Shakopee
Southland High School, Adams
St. Anthony Village High School, St. Anthony
St. Francis High School, St. Francis
St. Louis Park High School, St. Louis Park
Steps of Strategy, Minneapolis
Stillwater Area High School, Stillwater
The Next Step Transitional Program, North St. Paul
Totino Grace High School, Fridley
Ubah Medical Academy, Hopkins
Waseca High School, Waseca
Washington Technology Magnet, St. Paul
White Bear Lake Area High School North Campus, White
Bear Lake
White Bear Lake Area High School South Campus, White
Bear Lake
“Our students were particularly interested in what [our
volunteer] had to say; she shared the information in a way
that made the students see the connection to their lives. She
was also confident in relating to groups of people and was
able to show her passion for her topic and helping people!”
-Financial Matters Teacher, Coon Rapids High School
2012-2013 Financial Matters Sponsors
Accredited Investors on behalf
of Jenna Holm
Affiance Financial
Affinity Plus Foundation
Allianz Life
Allstate Insurance Foundation
Ameriprise Financial Services
Daniel Anderson
Kevin Beaubien
Sophia Bera
Bremer Bank
Charles Buck
Capital Group Companies
Charitable Foundation
Dan Delianedis
Steve Dixon
Cindy Drahos
Financial Planning Association of
Minnesota
Andrew B. Fishman
Karen A. Florez
Lea Foli
David Anderson
David Krause
Foundation for Financial
Planning
Jocelyn Bessette-Gorlin and Jed
B. Gorlin, M.D.
Bridget Handke
Derek Hanson
John Hinz
Echo Huang
Nancy Imholte
ING Foundation
Shawn Jacobson
JRA Financial Services
Jason Plank
Cathy Juilfs
Todd Kelzenberg
Irv Kessler
David Krause
Joseph Larkin
Steve Lear
Doug Lennick
Dan May
Tom Menzel
MetLife Foundation Volunteer
Project Fund
Eric Moleski
Jason Plank
PricewaterhouseCoopers
Spenser Segal
Colleen Simms
Janet Stanzak
Paul Stein
Andy Tate
TCF Foundation
Terri Joe Charitable
Foundation
The Scott Richards North Star
Charitable Foundation
Thrivent Financial for
Lutherans Foundation
U.S. Bancorp Foundation
Lorraine Williams
Robert Williams
U.S. Bancorp
Xcel Foundation
Alan Youel
Bryan Polley with Allodium Investments conducts an activity
with students from Blaine High School during a Budgeting
Matters presentation.
We have attempted to list all volunteers, schools and sponsors associated with Financial Matters. If information is missing, please contact Laura Marvin Nelson at lmarvinnelson@bestprep.org.