Matt is one of the owners of Channel Financial. He has been serving as a plan fiduciary to group retirement plans since 1998, the year Google was founded, and cell phones still had buttons. His goal is to improve the financial dignity of our clients and their employees. Our clients desire better outcomes for their employees with less effort, less risk, and fair costs. Matt is a passionate student of Behavioral Economics and believes our industry can do a better job of implementing the discoveries that are still occurring in this field. He frequently speaks at national industry conferences, and serves on several advisory boards in the industry.

Matt grew up in North Dakota and Minnesota and he is familiar with techniques to stay warm in the cold windy weather, he prefers to transport himself on motorcycles as much as possible and he is a fan of live music. On most Sundays you can find Matt in a Church.

*2014 ALLIANZ BEHAVIORAL FINANCE INNOVATOR AWARD PRESENTED TO ADVISORS AND/OR PLAN SPONSORS WHO HAVE DEMONSTRATED LEADERSHIP IN APPLYING BEHAVIORAL FINANCIAL STRATEGIES TO WORK TOWARD IMPROVING RETIREMENT OUTCOMES FOR CLIENTS AND EMPLOYEES.

Phone: (877) 333-7535

Email: mgulseth@channelfinancial.com

Jim’s role as one of the partners here at Channel Financial includes treating client relationships with a high degree of respect, maintaining a highly ethical & trustworthy staff of financial professionals, and guiding individuals in how to achieve their financial goals. Essentially, he takes on a role similar to being a Chief Retirement Officer (CRO) for the organizations he works for by creating & monitoring comprehensive retirement programs for their team so they can focus on their primary operations. Our clients desire better outcomes for their employees with less effort, less risk, and at a fair cost.

Jim began his financial career with Citicorp in 1984 which is the same year Purple Rain was released (movie & album) and, the first Apple Macintosh computer was introduced. He worked with other large organizations including American Express, US Bank, & RBC Wealth. Jim’s path with the retirement plan space began in 1989, the same year the ‘world wide web’ was invented and the Berlin Wall was torn down.

Jim had the privilege to grow up in the shadow of the Corn Palace in Mitchell, SD. From there he went on to attend the University of South Dakota, not only as ‘a’ Coyote but, as ‘the’ Charlie Coyote. Over the years, has spent considerable amount of time on west & east coasts with his Midwest roots firmly planted. Minnesota is now definitely called home. Outside the office (with emphasis on outdoors), you might find Jim on a bicycle, a golf course, on a boat or in the water, or playing hockey with other old guys. Currently, he’s living in the Twin Cities with his wonderful fiancé, Kristi.

Phone: (877) 333-7535

Email: jmcdonald@channelfinancial.com

At Channel Financial, Dan is a Partner and he specializes in helping companies and individuals pursue better financial outcomes. Dan’s primary role is leading Channel Financial’s client service team. In this position, he enjoys being able to instill financial confidence in people. He started in 2000, the year iTunes was released, soon before the iPod was introduced. Dan was recognized in 2015 NAPA Young Guns  in the list of Top 50 Advisors Under 40.*

Dan has lived in Minnesota his entire life having grown up in Faribault, attending college in Winona, and now living in Carver with his wife and two children. He enjoys many outdoor activities including camping during all four seasons, hunting, golf and traveling around the country, particularly to the western mountain states.

Phone: 763-231-7540

Email: dstewart@channelfinancial.com

 

Here at Channel Financial, Helen is a Financial Advisor Assistant performing various tasks such as client and prospect meeting preparations, client quarterly investment review reports, and cost bench-marking reports. Within this role she enjoys the people she works with along with the challenges this job brings.  Every day is a different day. Helen has been in the financial services industry since 1990, around the time when the World Wide Web was introduced, and has been with Channel Financial since 2016.

Helen is from Mott, North Dakota and has lived in Minnesota for the past 23 years. She devotes her time to Special Olympics where she is the Head of Delegation/Team Manager for a Special Olympics team with 100 athletes and is also a coach for a variety of sports. On her free time she also enjoys going on family trips and motorcycling with her husband.

Phone: 763-231-7545

Email: hmason@channelfinancial.com

Steve is a Retirement Plan Advisor at Channel Financial and specializes in working with smaller-size, emerging growth companies. He acts as their trusted advisor in helping them to select and design the most appropriate retirement plan for their company. Steve loves working with his clients and building long-term relationships with them.

Steve started working in the retirement plan industry way back in 1993 (when the Dow Jones Industrial Average was at 3654 and the average cost of a new house was $113,000). He joined Channel Financial in 2011 after working for 17 years at Foster Klima & Co.

Steve is a life-long Minnesotan and values spending quality time with his wife and two sons. Steve and his wife enjoy activities such as cooking, biking, and other outdoor sports. They are all big sports fans (especially college football) and enjoy watching Minnesota Gopher football games. As a family, they also love visiting the North Shore area every summer.

Phone: 763-231-7583

Email: swoodley@channelfinancial.com

Jennifer works independently and also part of the Channel Financial team in her primary role as a Retirement Plan consultant and in individual wealth management and plays the role of a benefits consultant including medical and health benefits. What brings Jennifer joy in this position is her relationships with clients, whom are like family. She has been in this industry for 20 years and has been at Channel Financial for the past 4 years.

Jennifer grew up in Minnesota and eventually attended the University of North Dakota and later spent some time living in other areas such as Texas and currently lives in Minnesota. Outside of work Jennifer is a competitive tennis player and also volunteers at InnerCity Tennis. She likes to enjoy summers in Minnesota by being outdoors as much as possible and also likes to participate in water activities such as boating.

Phone: 512-535-5342

Email: jjorgenson@channelfinancial.com

John is a Retirement Plan Consultant with Channel Financial who is passionate about helping plan participants strategically develop and successfully implement a plan to achieve a dignified and rewarding retirement. To that end, John works with both plan sponsors and participants to ensure that their retirement plan is designed appropriately in order to best meet the needs of each group. He believes that communication and service are paramount and has been serving as a plan fiduciary to group retirement plans since 2002, the first year a cell phone was released with a camera. John began his career in 2000 with Morgan Stanley before transitioning to the independent channel in 2010 in order to better serve his retirement plan clients. He has been with Channel Financial since 2019.

Other than his time at college and a year living on a sailboat in Key Largo, FL, John has spent most of his life living in Minnesota. With his wife and two daughters, he enjoys travelling, golfing, skiing and spending time at the cabin.