Our team helps people nearing retirement create lifelong retirement income so they can retire confident and worry free. This includes creating personalized, comprehensive retirement plans with the goal of providing life-long income while managing market risk, reducing taxes, and helping maximize opportunities to protect and grow wealth for themselves, their families, and the communities they serve.
Mike Branch, CFP® • Certified Financial Planner™ • Email Mike
Mike is a Certified Financial Planner™ and IRA specialist. As a financial advisor since 1992, he’s helped people with large IRAs and retirement plans minimize taxes on their assets and create lifelong income, so they can retire with confidence and live the life they want in retirement.
Mike is a member of Ed Slott’s Elite IRA Advisor Group™, a private study group of professionals with extensive IRA experience. Through this affiliation, he receives on-going, specialized training and support in IRAs and retirement plan distribution strategies.
Mike and wife live in Lino Lakes, MN, with their two daughters, a lovable lab named Leo a rescue cat named Logee and “lots of fish”.
Jean Renner • Client Services Manager • Email Jean
Jean has worked with Mike since 2004. Her previous work experience in finance-related positions and college financial aid made Mike’s retirement and financial planning practice a great fit. As Client Services Manager, she provides operational support for the practice by meeting the account servicing needs of clients through account openings, financial transactions and general account maintenance. She also assists in client review meetings and in the financial planning process.
Jean finds that getting to know clients and being available to help them feel more organized and comfortable in their financial life is the very best part of her job.
Jean and her husband, Dave are long time Shoreview residents. Jean loves spending time with her family here and in Chicago, and in her spare time, biking around the Twin Cities and – even better –places beyond.
Kristine Carlson • Client Services Assistant • Email Kristine
Kristine joined the team in 2015. After more than 20 years in client service and working in financial services in other roles, she now supports the daily administrative responsibilities of Mike’s practice.
This includes scheduling meetings with clients through email and phone conversations, providing support with seminar preparation and follow up, and working to ensure clients feel welcomed and connected to the team.
During her time away from the office, she enjoys spending time with friends and family and taking road trips.
About Focus Financial
Focus Financial is one of the nation’s largest, non-proprietary advisory firms with more than $3.9 billion in assets under management, and over 100 financial advisors. We’ve been ranked as one of the Twin City area’s Top 50 Asset Management Firms1 and one of the Top 10 Certified Financial Planning Firms2 by The Minneapolis/St. Paul Business Journal.
As an independent financial advisory firm, Focus Financial is a full-service registered investment advisor. We are not owned by a Wall Street brokerage house or an insurance company. We serve the interest our clients, not shareholders.
Through our affiliations with Charles Schwab and Royal Alliance, and through our relationships with other financial service providers we have the resources necessary to deliver quality financial advice and service.
More information on Focus Financial can be found at www.focusfinancial.com
1. Metro-area asset management firms ranked by total assets managed
2. Metro-area financial planning firms ranked by number of CERTIFIED FINANCIAL PLANNERS™
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.