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Focus On What Matters Most

We are welcoming the clients of Wunsch Financial Services.

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Mark Stephan

Mark Stephan

Managing Partner

Charles Reimers, CFP, CPFA

Charles Reimers, CFP, CPFA

Director of Financial Planning & Wealth Advisor

Tai Stephan, MDP

Tai Stephan, MDP

Wealth Advisor

Tim Flynn

Tim Flynn

Minnesota Based Client Relationship Manager

Monika Chandra

Monika Chandra

CFO Consultant

Brooke Ober

Brooke Ober

Digital Marketing Consultant

Patricia Quimby

Patricia Quimby

Idaho Based Client Relationship Manager

Sydney Johnson

Sydney Johnson

Administrative Assistant

Wealth Accumulation

Wealth Accumulation

Start working towards financial freedom today.

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Retirement Income Strategies

Retirement Income Strategies

 Have a tax efficient drawdown plan that addresses your needs.

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Legacy Preservation

Legacy Preservation

Leave your mark on the important people and values in your life.

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Insurance & Annuity Opportunities

Insurance & Annuity Opportunities

Fine tune your portfolio with custom product features.

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High-Net-Worth Planning

High-Net-Worth Planning

 Navigate dynamic markets and regulation while growing.

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we regularly review portfolios, insuring your financial plan stays current and dynamic.

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