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Your financial life is complex, and it only seems to get more complex. Our professional technology and personal guidance can help organize and focus, affording you the time to turn your attention to the aspects of life that bring you joy.

Taking the time to understand your values and needs, we help you design your future. We bring together clients and specialists to provide the planning, tools and experience to help you reach your goals.

We monitor and adjust your plan with you as life and conditions change. Educating clients so they are confident making smart decisions in a variety of financial situations is a hallmark of our practice.

Who We Are

We are an ensemble of financial professionals working collaboratively to provide an effective and deeply satisfying experience for our clients.  That experience includes a comfortable and clear conversational style, focus on education, and genuine interest in your comfort and care combined with our breadth of experience and creative planning strategies.

Our Personal Financial Advisors, having developed vibrant, independent financial practices spanning decades, decided their clients would benefit from combining and leveraging the strengths each brings to the table.  In 2008 they came together as Full Circle Financial.  Their unique approach to serving clients has attracted other like-minded professionals to the group over the years, which has grown to include a network of multi-disciplinary specialists including investment strategists, insurance, estate planning and retirement planning professionals in offices across the Midwest serving clients in nearly every state.

How are you being supported?

We put our client experience first

  • No national investment firm or bank budget and bottom line to support.
  • No sales agenda or proprietary products we're required to sell.
  • No limited menu of products to stretch into the resemblance of comprehensive solutions to your needs.
  • Our independence from rigorous product advertisers and bank objectives allows us to make recommendations consistent with reaching the most important objectives--yours.
  • With access to a vast array of products and services available in the marketplace, both traditional and alternative, we are able to match your needs to appropriate solutions, selecting the best fit and value without compromise.

Much of traditional financial planning, advice and information available to the public is focused on chasing a number. The minimum you need to “make it”.

The problem? Money defines your life.

Day to day mechanics of living can distract you from your values, ideals, and aspirations. We quiet the noise, and guide you through reconnecting with your vision for life.

The result? Life defines your money.

Determining a good fit between client and advisor is essential, which is why we offer complimentary initial consultation to prospective clients.

Ongoing Service & Relationship

After we have developed an analysis of your current situation, and together made a plan, our work is not finished.  Offering ongoing unlimited support to our clients, we like to say we are at your beck and call.  Regularly scheduled review meetings will be offered at a frequency you determine, but between meetings you should rely on us to help with connections to other professionals, ideas about aspects of your life that your financial plan touches, and anything else we can be of help with.  Our goal is to provide you with ongoing personal service, regular check-ups, resources for continued growth and education, and answers to the financial questions and needs that arise as you move through life.

We are committed to you and to those you care about. Should a friend or family member of a client find themselves in a situation they could use financial advice on, we provide consultative appointments to review and provide direction to your friend or family member at no cost.  If they are important to you, they are important to us.

A number of workshops, social events, and relationship enhancing opportunities are planned throughout the year.  We hope you will enjoy participating in those you find appealing.

A complimentary initial consultation is always available to new potential clients

Fair compensation for services offered is of course extremely important to both the advisor and the client. Because each client's needs are different, and the complexity of each situation will vary, we offer great flexibility in our schedule of services and our fee schedule.

Flat Financial Planning Costs are based on your net worth.  We don't require that you have assets managed on our programs, but if you do, future financial planning fees are offset.  Every 12 months costs are recalculated, discussed, and agreed upon so we are always on the same page and transparency is maintained.  It's important to us that you are able to judge the value we are bringing to your life against the cost.

Our Locations

Main Branch | Rochester, MN
Mankato, MN
Eden Prairie, MN




1741 2nd St. SW

Rochester, MN 55902


105 Arrowwood Court

Mankato, MN 56001


9531 W 78th Street, Ste. 140

Eden Prairie, MN 55344


Affiliate Locations

Fairmont, MN
Chicago, IL
Slayton, MN

Jeff Zarling | Mark Mancell

Jay Cutrera

David Lewitas

Marilyn Carlson

The Center

Meet Your Team

Don't know where to start? Let's Talk! 

Whether you are already a client, or looking for information about us, we invite you to schedule a convenient time to talk with us. A complimentary initial consultation is always available to new potential clients. Scheduling options for each advisor are displayed underneath their image, however if you'd prefer to schedule an appointment over the phone, feel free to call 1.800.323.9171, and our friendly staff will be happy to help you.
Szablis M. Klee Photo Szablis M. Klee Hover Photo

Szablis M. Klee

Principal | Personal Financial Advisor
Dana Grimsrud Photo Dana Grimsrud Hover Photo

Dana Grimsrud

Personal Financial Advisor
Alex Stanton Photo Alex Stanton Hover Photo

Alex Stanton

Personal Financial Advisor
Rochester & Eden Praire, Minnesota Offices
800.323.9171 ext 5
Schedule an Appointment
Read bio

Perry L. Diede, CFP® Photo Perry L. Diede, CFP® Hover Photo

Perry L. Diede, CFP®

Personal Financial Advisor | Certified Financial Planner™
Susan Stenzel, CHFC® Photo Susan Stenzel, CHFC® Hover Photo

Susan Stenzel, CHFC®

Personal Financial Advisor
Michael J. Matuska, CHFC® Photo Michael J. Matuska, CHFC® Hover Photo

Michael J. Matuska, CHFC®

Personal Financial Advisor


Kim Jungas-Samson Photo Kim Jungas-Samson Hover Photo

Kim Jungas-Samson

Branch Operations Specialist

Account Information/Updates/Distributions or Contributions
1.800.323.9171 ext 1

Kim has worked in the financial services industry since 2000, working alongside members of the Full Circle Financial team since before the Full Circle brand itself was launched. She brings to the practice outstanding operations and client service knowledge and experience, and a genuine interest in helping our clients experience outstanding service.

Kim manages the administrative and operations support needs of the office, maintaining organization and ensuring the team has the most current updates from our product and support organizations.  She also has expertise in the event planning and logistics arenas, and helps to create our memorable client education events.

She lives in Rochester with her husband Ray, and their two children.

Sarah Kummeth Photo Sarah Kummeth Hover Photo

Sarah Kummeth

Administrative Associate

Appointment Scheduling/Personal Financial Website Assistance
1.800.323.9171 ext 2

A recent addition to our team, Sarah Kummeth operates from our Eden Prairie branch location alongside Alex Stanton. She has taken the lead on being your designated contact for appointment scheduling and Financial Website assistance, and will be taking on further client support roles as well. 

Tami Fields Photo Tami Fields Hover Photo

Tami Fields

Client Service Manager

1.800.323.9171 ext 7

Tami Fields has experience in the financial services industry starting in 2008, and is registered with the Financial Industry Regulatory Authority with multiple securities industry registrations.  Tami works with Perry Diede to provide advanced planning support, project management, and quality checks to help ensure our service and quality standards. 

Tami, her husband, and two children live in Kasson.

Sharon Harris Photo Sharon Harris Hover Photo

Sharon Harris

Client Services Manager

1.800.323.9171 ext 9

Sharon Harris joined the team with Susan Stenzel as her Client Services Manager. You'll know Sharon by her patented smile and driving optimism, as well as her quick action and experience in assisting our clients. 

Ethan Klee Photo Ethan Klee Hover Photo

Ethan Klee

Marketing Director

Client Events/Promotions, Marketing Inquiries
1.800.323.9171 ext 3

Ethan started as one of our summer administrative associates in 2012-2014 during his college days. After graduating and gaining industry experience, he has taken on Full Circle Financial's brand management and marketing direction as a support role for our advisory staff, continuing quality, growth, and services for our clients.

Ethan earned his Bachelor of Art’s degree in graphic design, photographic/digital processes, and printmaking from the University of Minnesota, Morris in 2017. Ethan comes to us from a large promotions company where he distinguished himself as a team lead, handling international and high profile accounts. In this time, he also provided important support and leadership as Digital Media and Public Relations Director for a non-profit organization.

Ethan lives in Minneapolis with his retired racing Greyhound Will-O-Wisp, and enjoys rock climbing, taking his camera everywhere, teaching yoga as a registered yoga teacher, and telling interesting stories through visual arts in his spare time.

Getting Started is Easy

Have a Question? 

Client Resource Library

Central to the mission of Full Circle Financial is providing clients with the resources, ourselves included, to educate themselves in making life and wealth decisions. To this effort, we keep a well stocked library of articles, calculators, tools, and our quarterly newsletter, all aimed at delivering knowledge in easily digestible and uncomplicated formats. We also host seminars and events to keep our clients in the know. 

Check the background of this advisor on FINRA’s BrokerCheck.