Lynnette Mahlke has been serving the greater Twin Cities and Wisconsin area as a financial consultant for over 30 years. As a result, she has a tremendous amount of experience working with individuals of all sorts of different life stages, experiences, and situations. She also has experience seeing people from the start of their plan to its fruition. In and amongst all of this, Lynnette’s specialty is those who are within 5 years of retirement, are retired, or are beginning to think about legacy planning. She enjoys the details of helping people to maximize the efficiency with which they not only invest their assets, but also the efficiency with which they draw from them in retirement and as they begin to look at passing it on to the generations to come. In the time that she doesn’t spend at work, Lynnette enjoys being involved at her home church, Woodbury Lutheran. She and her husband John, also have two children, their youngest Jennifer and their oldest Joseph.

Joseph Mahlke grew up in the world of financial services and now works as an integral part of our team. He values building long-term relationships with clients and helping them approach financial decisions with clarity and confidence.

Joseph specializes in working with individuals and families in the years leading up to retirement, helping them prepare for the transition with thoughtful planning around income strategies, risk management, and long-term goals. He is particularly passionate about guiding clients through this stage of life, recognizing the unique financial and personal considerations that come with preparing for retirement.

Outside of the office, Joseph enjoys spending time with his wife, Sydney, their two children, and serving at their home church, Crossroads, where he is actively involved in worship and youth ministries.