JoJo Winkels

administrative assistantparaplanner

Committed Support for Your Financial Planning

JoJo joined our administrative team after building a strong foundation in the dental field, where she previously worked as an assistant. She supports Karn in overseeing office operations, managing client documentation, and handling a wide range of administrative responsibilities. JoJo is also our primary resource for 401(k) inquiries and coordination within the office.

Outside of work, JoJo enjoys practicing yoga, playing pickleball, and spending time outdoors in the beautiful landscapes of northern Minnesota.

 

key areas

Comprehensive Financial Advisory Services

Our financial advisory services are designed to help you make informed decisions about your money  from retirement and tax strategies to estate and education planning  so you can build lasting financial confidence.

Retirement Planning

Retirement planning helps you prepare financially for life after work. It ensures you have enough income to maintain your lifestyle and meet future needs.

Tax Planning

Tax planning focuses on reducing your tax liability through smart financial strategies. It helps you keep more of your income while staying compliant with tax laws.

Estate Planning

Estate planning organizes how your assets will be managed and distributed after your death. It ensures your wishes are honored and loved ones are protected.

Education Planning

Education planning helps you save and invest for future educational expenses. It ensures funds are available when needed for college or other learning goals.

Our team

Choosing The Right Financial Planning Team

Kevin Mann
CFP®
Brian Mann
CFP®
Karn Sailer
Nolan Mann

Ready to Secure Your
Financial Future?

Schedule a Free consultation with one of our experienced financial advisors today!

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