THOMAS R. HOKR is a founding partner of MHS Companies and responsible for analyzing insurance needs of individuals and businesses. He entered the financial services industry in 1983 with CIGNA and began his own practice in 1990. Tom is a life-long learner: he graduated from Saint John’s University in 1972; continued on to acquire Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CFC) designations in 1995; his Certificate in Estate Planning and Income Taxation in 1999; and his Masters of Science in Financial Services and Accredited Investment Fiduciary (AIF) in 2011. He is currently working on his doctorate in Financial and Retirement Planning and remains very active with the Knights of Columbus, Rotary and Alumni Association Board at Saint John’s. With more than 30 years of experience working for and consulting to individuals and small businesses, Tom is responsible for bringing top-flight products and services to his clients.
CHRIS SHERWIN entered the financial services industry in 2001 as an investment manager with Signature Estate & Investment Advisors (SEIA) in Beverly Hills, CA after graduating from Pepperdine University. Chris now also holds an MBA and is a Certified Financial Planner (CFP®). As a partner at MHS Companies, Chris enjoys guiding his clients as they implement strategies to meet their financial goals. Chris creates and manages client financial plans that help minimize taxes, and increase savings. The client base consists of retired individuals, 401(k) participants, small business owners, business executives, and hard-working families.
ROLLIE MARTIN entered the financial services industry in 1968 as a full time agent with John Hancock in central Illinois. He moved to Minneapolis is 1970 and in 1979 began Martin Financial Services, Inc. and in 2015 merged into what is now MHS Companies. Over the span of years he successfully grew his practice to include a complete range of business and personal insurance and financial products from employee benefits to in-house financial planning and investment management services. Rollie currently holds designations as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Investment Fiduciary (AIF). His focus is in the areas of personal financial planning and also performance-driven compensation and business succession planning to strategically blend compensation design with the wealth building objectives of both the business and its key people with an emphasis in the small to mid-sized business market.
MARY HAMDORF has been involved in the health insurance industry since 1992 and is the Vice President of the Employee Benefits Department. She works closely with business leaders to develop effective group health plans and voluntary products for their employees. As management challenges have become more intense with the legal changes in health care, Mary is committed to offering customized products and service to help meet their specific insurance and financial needs. She also works with the sales staff to assist in new business implementation and benefit plan consultation.
KELLY BURNETTE has over 25 years experience in the property & casualty field and is the Director of the Property & Casualty Insurance department. She is committed to delivering insurance programs to commercial and personal lines clients with the ability to deliver a product that will meet their needs and limit their exposure. Her extensive underwriting background along with the positions she has held with national and regional insurance carriers allows her the resources and relationships to evaluate the insurance marketplace and provide an effective solution. Kelly has an Associate Degree in Accounting, is a licensed P&C professional and holds the CIC (Certified Insurance Counselor) certification.
SUZANNE KAHNER has been a part of the qualified retirement plan industry with particular emphasis in 401(k) plans for over 20 years and is the Director of Retirement Plans. Her knowledge of the provider marketplace and qualified plan investment expertise is extensive and she helps to ensure that clients’ qualified retirement plans are being administered in the most efficient manner possible. Suzanne has vast experience with qualified plan design and utilizes a team of administrators and ERISA attorneys for guidance and assistance in this area. She presents Investment Reviews and Benchmarking Analysis’ to plan trustees and plan investment committee representatives on a regular basis and provides recommendations for fund replacements to a plan investment lineup if necessary. Helping 401(k) participants save for retirement and educating them on how to invest in their plan is her passion in the business. Suzanne earned her Accredited Investment Fiduciary (AIF®) designation in 2011 and is licensed in Securities.
DAVID TRUAX has been affiliated with financial services industry since 2003. He is the Vice President of Operations and is responsible for the financial reporting of the business, maintaining statistical records and managing the office administrative functions. He also works closely with sales in business development and directly oversees the staff in the Administrative Services and Property & Casualty areas. David holds a Bachelor of Science-Business Administration degree from Iowa State (Westmar) and is licensed in Life/Health and Property & Casualty.
GARY NEUBAUER started his career as a Life Insurance Representative with John Hancock in 1972. His focus is working with individuals to service their life insurance, Long Term Care, and Disability Income needs. He also specializes in annuity products and assisting clients with retirement plan assets. Gary served four years in the U.S. Navy, attended the University of Minnesota and the Minnesota School of Business. He is securities licensed and holds the LUTCF designation.
JEFFREY SELLS joined the financial services industry in 1995 and has been an independent financial advisor for over 18 years. Jeff’s primary focus includes individual financial planning, business continuation and succession planning, and retirement planning for both individuals and small businesses. Jeff’s goal is to help his clients make sound decisions with their financial resources by defining financial goals and objectives, providing access to a wide range of financial products and services, and providing ongoing service and advice. He attended the University of Wisconsin where he earned his degree in Business Administration, is a qualifying member of the Million Dollar Round Table (an organization that recognizes the top advisors in the financial services industry), and he has been recognized as a top 250 advisor within the John Hancock Financial Network.