Spotlight Financial Group, LLC is a full-service firm providing customized wealth-management strategies. We listen, first and foremost! We want to know what you need, want, and hope for—once we have identified these things, we can get to work, making and executing a plan that is in your best interest.
We have three locations to serve you, and you are welcome to meet at any one of our offices; however, we are kind of like the old-fashioned family doctor, in that we prefer to come to you, in the comfort of your own home, so that we can get a better feel for what you want your retirement journey to look like. We look at this next phase in your life as puzzle pieces that you may need help putting together to complete a comprehensive retirement plan. We are not “captive agents” and work with many different carriers, which lets us fine tune what fits your needs best.
Asking you Discovery questions is Number One. Then we do our due diligence to analyze your needs and desires, before finalizing a plan to help you achieve your retirement goals. By putting in place a structured retirement plan, we intend to have that plan give you confidence, so that you can truly focus on your family and enjoying your retirement future. We will continue to keep in touch with you in the event that things change and your plan may need some adjustments. We know that everyone has a mom, dad, brother, or sister, and we want them proud of the work we did for you to preserve your retirement future.
We have three locations to serve you, and you are welcome to meet at any one of our offices; however, we are kind of like the old-fashioned family doctor, in that we prefer to come to you, in the comfort of your own home, so that we can get a better feel for what you want your retirement journey to look like. We look at this next phase in your life as puzzle pieces that you may need help putting together to complete a comprehensive retirement plan. We are not “captive agents” and work with many different carriers, which lets us fine tune what fits your needs best.
Asking you Discovery questions is Number One. Then we do our due diligence to analyze your needs and desires, before finalizing a plan to help you achieve your retirement goals. By putting in place a structured retirement plan, we intend to have that plan give you confidence, so that you can truly focus on your family and enjoying your retirement future. We will continue to keep in touch with you in the event that things change and your plan may need some adjustments. We know that everyone has a mom, dad, brother, or sister, and we want them proud of the work we did for you to preserve your retirement future.
Mark Olson - Founder & Partner
Founder and President of Spotlight Financial Group, LLC. He holds a business degree in business administration from Ridgewater College in Hutchinson, Minnesota.
Mark is routinely ranked as one of the countries top producers in the nation, and he regularly wins awards for his innovative ideas, commitments to financial education, and balanced approach that he takes when calculating clients’ retirement income strategies.
Mark also has 33 years of experience in the distribution industry, where he specialized in recruiting and training future business owners; plus, he has spent the last nine years helping those in and nearing retirement. His primary goal is helping clients preserve their retirement savings while creating an income stream for the future.
• Mark has been a Retirement Income Planning Specialist for the past 10 + years.
• Mark is a father of six and is married to his wife Kathy.
• Mark serves as an elder at Delano United Methodist Church and sings in the church choir.
• Life, Health and Accident Licensed in MN, WI, ND, SD, TX, AL, MI, AZ, ID, WY, CO, FL and IA
Mark is routinely ranked as one of the countries top producers in the nation, and he regularly wins awards for his innovative ideas, commitments to financial education, and balanced approach that he takes when calculating clients’ retirement income strategies.
Mark also has 33 years of experience in the distribution industry, where he specialized in recruiting and training future business owners; plus, he has spent the last nine years helping those in and nearing retirement. His primary goal is helping clients preserve their retirement savings while creating an income stream for the future.
• Mark has been a Retirement Income Planning Specialist for the past 10 + years.
• Mark is a father of six and is married to his wife Kathy.
• Mark serves as an elder at Delano United Methodist Church and sings in the church choir.
• Life, Health and Accident Licensed in MN, WI, ND, SD, TX, AL, MI, AZ, ID, WY, CO, FL and IA
Bob Stiles - Investment Advisor Representative
Bob Stiles loves coming to work every day. Partly, that’s because he loves working with numbers, but it’s mainly because he loves helping his clients. He always puts their needs first — because he believes that’s what a good advisor does. His experience ranges from serving a Fortune 100 company, to serving small, independently owned family businesses, and it includes a combination of skills dealing with retirement planning, treasury and investments, tax, accounting, financial reporting, legal, and human resources. He’s spent twenty-five years helping his clients meet — or exceed — their financial goals.
When he’s not at the office, Bob enjoys reading, biking, tennis, and serving on the boards of non-profits, as well as spending time with his wife and two adult sons.
When he’s not at the office, Bob enjoys reading, biking, tennis, and serving on the boards of non-profits, as well as spending time with his wife and two adult sons.
Jeff Frick - Licensed Insurance Agent
Jeff has been a Retirement Planning Specialist since 2013. He also has over 25 years experience as an account executive in manufacturing and direct media applications, as well new business start up procedures.
Jeff is a true "people person", who understands the importance of being an excellent listener. He enjoys offering a helping hand to his clients in understanding their options when it comes to preserving their retirement savings, while creating an income stream for the future by developing a solid financial plan to avoid the devastating effects of unexpected market losses, excess taxation, and management fees.
Jeff is married to his best friend, Dianne and a father of six while also being an emergency foster care parent. He is a Junior Youth Leader at Bethany Church in Bloomington, an adult leader at Boy Scout Troop 333 and a mentor to two young men through the Kids 'n Kinship mentoring program. Jeff is also involved with a school and ministry that offers hope and a future to underprivileged children in Haiti.
Jeff is a true "people person", who understands the importance of being an excellent listener. He enjoys offering a helping hand to his clients in understanding their options when it comes to preserving their retirement savings, while creating an income stream for the future by developing a solid financial plan to avoid the devastating effects of unexpected market losses, excess taxation, and management fees.
Jeff is married to his best friend, Dianne and a father of six while also being an emergency foster care parent. He is a Junior Youth Leader at Bethany Church in Bloomington, an adult leader at Boy Scout Troop 333 and a mentor to two young men through the Kids 'n Kinship mentoring program. Jeff is also involved with a school and ministry that offers hope and a future to underprivileged children in Haiti.
John Foldenaur - Life Insurance Agent & Long Term Care Specialist
John was born in Fargo, ND and raised in Edina, MN. Graduating from Edina High School in 1982, and the University of North Dakota in 1987 with a degree in Aviation and Business Management.
He worked as a flight instructor and cargo pilot before entering the insurance field in 1996. He was a Marketing Representative for North Star Marketing and Fortis/Assurant Health for 10 years before starting Insurance Renovation Inc. in 2010. Marketing health, life, disability, and long term care has always been his passion. As an independent insurance agent, he is experienced in offering clients an experienced professional by managing their group and individual insurance benefits.
John’s goal has always been to provide efficient and effective strategies in protecting risks for those that entrust him with those needs. By partnering with over 100 insurance companies, he is able to offer the best products to attain their insurance and retirement income goals.
He has lived in Andover, MN with his wife Vivian and their 3 children since 2001. He volunteers as a Director for the Andover Basketball Association as well coaching baseball. He enjoys time at the lake, golfing, aviation, and travel.
John holds insurance licenses in Minnesota and Wisconsin.
He worked as a flight instructor and cargo pilot before entering the insurance field in 1996. He was a Marketing Representative for North Star Marketing and Fortis/Assurant Health for 10 years before starting Insurance Renovation Inc. in 2010. Marketing health, life, disability, and long term care has always been his passion. As an independent insurance agent, he is experienced in offering clients an experienced professional by managing their group and individual insurance benefits.
John’s goal has always been to provide efficient and effective strategies in protecting risks for those that entrust him with those needs. By partnering with over 100 insurance companies, he is able to offer the best products to attain their insurance and retirement income goals.
He has lived in Andover, MN with his wife Vivian and their 3 children since 2001. He volunteers as a Director for the Andover Basketball Association as well coaching baseball. He enjoys time at the lake, golfing, aviation, and travel.
John holds insurance licenses in Minnesota and Wisconsin.
Kathy Olson - Director of Financial Services
Kathy Olson is the Director of Annuity Operations. Her duties include being the company Revenue Manager, Delano office Administrator, and overseer of all operations of Spotlight Financial Group, LLC. Kathy specializes in Customer Relations and is a valued asset to our company! Kathy is also Insurance Licensed and qualified to answer clients questions. It is very important that our company consistently and constantly focus on helping our clients achieve their goals and directives, which we work hard to achieve everyday.
Outside of work, Kathy is a proud Mom of 6. David,Jayme, Andy, Christy, Tiffany, and Cody! So she often takes on the bus driver roll. She also is Married to her Husband of 38 years, Mark, President of Spotlight Financial Group, LLC. Kathy has been the choir director in her last two churches spanning 32 years, so really enjoys music.
Outside of work, Kathy is a proud Mom of 6. David,Jayme, Andy, Christy, Tiffany, and Cody! So she often takes on the bus driver roll. She also is Married to her Husband of 38 years, Mark, President of Spotlight Financial Group, LLC. Kathy has been the choir director in her last two churches spanning 32 years, so really enjoys music.
Mercedes Wessels - Office Assistant
Mercedes is a very active part of Spotlight Financial Group. Her duties are to make sure all products are compliant and up to date, so that the agents in the field always have the most up-to-date material. Mercedes also helps us do custom computer design on documents. The reason Spotlight Financial is called a “group” is because it takes everybody doing their part to have a successful TEAM.
When not at work, Mercedes enjoys horse riding on the rodeo circuit, and is also a Certified Equine Message Therapist.
When not at work, Mercedes enjoys horse riding on the rodeo circuit, and is also a Certified Equine Message Therapist.
Patti Steenberg - Events Planning Coordinator
& Office Administrator
Patti Steenberg is our events planning Coordinator! Patti’s duties include laying out our plan for when the next workshops are to be held, meal co-ordination, and calls of confirmation to our attendees. She is a very vital and valuable part of Spotlight Financial Group and is very much appreciated!! Patti also does a tremendous amount of data entry for our company.
When not at work, Patti enjoys spending time with her family and husband Carl. One of Patti’s favorites is boating on the Whitefish Chain-of-Lakes.
When not at work, Patti enjoys spending time with her family and husband Carl. One of Patti’s favorites is boating on the Whitefish Chain-of-Lakes.
