218 South Main Street
P.O Box 57
We help individuals and families pursue their ideal retirements.
At our firm, we have the client—and only the client—in mind.
Tiarks Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Owner, Financial Advisor, Pine Island Office & St. James Office
Nathan is focused on helping clients work toward their financial goals by crafting custom financial strategies for retirement.
Nathan got his start in the industry in 2000 as a partner of a financial agency. When the owner retired, Nathan took over the practice and made the needs of his clients the new firm’s primary focus. Now, with a team of family members and dedicated employees behind him, Nathan is taking his drive to help others to a new level of effectiveness and availability.
Nathan has passed the FINRA Series 7 and 63 securities exams and holds health, life and annuity insurance licenses. He studied business management at Concordia College.
He lives in Zumbrota, Minnesota, but also loves trips to his cabin in St. James, Minnesota, where he enjoys fishing and spending time with his family on weekends.
Financial Advisor, Pine Island Office
Andy connects with individuals on a personal level to better provide guidance on their road to retirement.
Andy joined the firm in 2015. He loves to work with his family members and co-workers to craft the financial strategies that will make a real difference in clients’ lives.
He has passed the FINRA Series 6, 7, 63 and 65 securities exams and holds life, health and variable annuity insurance licenses. He has a bachelor’s degree in business management from Rasmussen College.
In his free time, Andy enjoys spending quality time with his wife, Kristin, and their 3 cats and also enjoys staying active in recreational events and organizations in Rochester.
Medicare Advisor, Pine Island Office
Heidi enjoys guiding clients and prospects through the Medicare Process from start to finish. In addition, Heidi also thrives in making sure Tiarks Financial runs smoothly by assisting in any service work that’s needed.
Heidi became an integral part of the practice in 2015. She loves creating and maintaining lasting relationships with anyone that works through the door of Tiarks Financial. She currently holds her Life and Health Insurance License, which allows her to advise on various Medicare Plans.
Heidi is blessed with 3 children and enjoys fishing, boating, and relaxing with her husband in the summer at their newly built cabin.
Financial Advisor, Rochester
Administrative Assistant, Pine Island Office
Marketing Associate, Pine Island Office
Life Representative, Fairmont Office
For more information about any of the personal financial planning products and services listed here, schedule a meeting today with an investment advisor or register to attend a seminar.
Or give us a call at 507-356-8537