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

Our Mission

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

Education is key. We sponsor seminars and work with clients to understand the many aspect options used in creating a Financial, Personal Plan.

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

Retirement

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Retirement

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What We Offer

Our Services

Meet The Excelsior Financial Group Team

Our Philosophy

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

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

Contact Us

(952) 843-4941

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Subscribe To Email Updates From

Retired?

You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Autom8.

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

Words of Wisdom

An investment in knowledge pays the best interest.

Benjamin Franklin

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