Lynnette Mahlke has been serving the greater Twin Cities and Wisconsin area as a financial consultant for over 30 years. As a result, she has a tremendous amount of experience working with individuals of all sorts of different life stages, experiences, and situations. She also has experience seeing people from the start of their plan to its fruition. In and amongst all of this, Lynnette’s specialty is those who are within 5 years of retirement, are retired, or are beginning to think about legacy planning. She enjoys the details of helping people to maximize the efficiency with which they not only invest their assets, but also the efficiency with which they draw from them in retirement and as they begin to look at passing it on to the generations to come. In the time that she doesn’t spend at work, Lynnette enjoys being involved at her home church, Woodbury Lutheran. She and her husband John, also have two children, their youngest Jennifer and their oldest Joseph.

The world of financial services is one that Joseph quite literally grew up in. His mother, Lynnette Mahlke, has served as an advisor for over 30 years, and Joseph has joined her in various roles. He loves having the ability to daily connect with people, hear their stories, and guide them through the planning process. He often says that as people form a list of things that keep them up at night, he makes it his job to make sure that his clients don’t include their finances on that list. Joseph specializes in guiding young professionals and young families through the process of forming both short-term and long-term goals and developing strategies on how to reach them. He has chosen to devote a large amount of his focus there due to seeing that there is a very unique set of issues facing this generation that is not commonly experienced by those who are closer to retirement. When he’s not in the office, Joseph is more than likely spending time in one of two places: with his wife Sydney, or at their home church of Crossroads where he spends a large amount of time serving at both the Woodbury or Cottage Grove campus. He is there most often serving in a worship role both on weekends and on Wednesday nights for their CR Youth services.