Phone: (507) 361-3051

Email: jill.minette@prudential.com

I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs, or meeting your retirement goals. I promise to work tirelessly to help you achieve your goals. I am dedicated to building and maintaining close relationships  founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Financial Planner I can help you find solutions to your financial challenges.

Phone: (507) 361-3070

Email: terry.george@prudential.com

I have been a financial advisor since 2004 and hold the designation of CERTIFIED FINANCIAL PLANNER™. I embrace and am held to the principals of the CFP® Board in acting in my client’s best interest.
I also have designations in wealth management and long-term care consultation. I joined Prudential Advisors in 2023 and team with Jill Minette in order to enhance efficiency and
service delivery. I was a financial advisor with Security Financial Management from November, 2018 until June, 2023. Prior to that, I was an advisor for 14 years with Ameriprise Financial. I have a master’s degree in Management (1998) and bachelor’s degree in Microbiology (1989).
I live in Rochester, MN with my wife, Anita and I enjoy sports, weight lifting, and project where I am either creating, building, or improving. My passion is helping people prepare for their goals and the life they envision. I have experience in wealth management, budgeting, insurance, and tax and estate planning strategies. I previously worked at Mayo Clinic (research) and as a Program Evaluator for Olmsted County, MN.
I am licensed to offer securities and advisory services in the following states: AZ, CO, IL, FL, IA, MN, TN, and WI.