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All the knowledge in the world... Will appear as ignorance... without ACTION.

Retiring or planning to retire? Then come enjoy a delicious lunch on us and get vital information on how to retire on your terms.
Space is limited, so please take a moment to RSVP now.

Our Mission

To create customers for life among clients who value our advice and with whom we have an integral relationship.


Kay - Financial Advisor

I am an investment adviser representative, licensed through Motiv8 Investments LLC. and a CPA. My goal is to be the Advisor who cares about you. I work with people to understand their goals, to help them preserve their assets, build assets, create a legacy or simply to create stability and structure in their personal and financial planning. My mission is to create customers for life among clients who value my advice and with whom I have an integral relationship.

I have been selected for the eleventh year as a 2023 Five Star Wealth Manager! You can find my name in January’s Mpls.St.Paul Magazine and the Business Journal!

I encourage you to explore my site and learn more about the services I provide

Our Services


Meet The Excelsior Financial Group Team


Our Philosophy

Words of Wisdom

An investment in knowledge pays the best interest.
Benjamin Franklin

Do you have any questions or would like more information on my firm?

please feel free to contact us. I look forward to hearing from you.

Contact Us

(952) 843-4941

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