After a very successful career of almost 50 years in Information Technology Management, mostly in the Healthcare and Insurance industries Darrell retired in November of 2020. After several months of retirement, he decided he couldn’t stay retired and started working part-time with Alex in May of 2022.  Darrell focuses on managing the preparation and follow up for client meetings to ensure an enjoyable client experience. He also helps with various other administrative duties as needed.  

Darrell lives with his wife Connie in Dunlap, IL. His hobbies are fishing, camping and occasionally he picks up the golf clubs. He enjoys spending time with his family especially attending events with his grandkids. He loves to sit on the lake shore watching the waves and just relax.

Carole started with Lutheran Brotherhood/Thrivent in 1995 as the Regional Office Manager for the NW WI/Eastern MN Region and retired in 2018. She has since come back but in a different capacity. Now she helps Alex (virtually) with her scheduling and other administrative duties. She enjoys the contact she has with clients and helping where she can.

She lives in Shoreview, MN, is a mother of two and grandmother of two. She is also an active member of the MN Women’s Historical Society, St Odilia Catholic Church, and the Shoreview Neighborhood Book Club. In her spare time she can be found at the Shoreview Community Center either swimming, participating in water aerobics or helping with Special Events.

Theresa has a driving passion to help others by utilizing her talents and gifts in a positive and impactful way. She enjoys helping with Alex’s marketing efforts, planning fun events for clients and providing an exceptional client experience. 

Theresa has lived in Woodbury with her husband Jeff since 1993. She enjoys hopping on her e-bike and going for a long ride with Jeff, volunteering, playing cribbage, traveling to see her favorite musicians, watching football and spending time with family and friends. What is most important to her is the happiness and well-being of her family and friends.