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CLIENT EXPERIENCE AMBASSADORS

Our Client Experience Ambassadors have your best interests at heart.

Whether it’s the warm smiles, freshly baked cookies or understanding the little things in life that make you happy, we’re always looking to make your experience as enjoyable as possible.

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Konnie-Francis-Seifried-Sweet-Financial-Services

Konnie Francis-Seifried

Director of First Impressions
Konnie@sweetfinancial.com

Konnie joined Sweet Financial Services in November of 2012. She is your Sweet Financial first impression. She shines in providing a thoughtful, caring, personalized service that delights whether it’s on the phone or when you first walk in the door.

Konnie schedules appointments for Ty, Lynne and Amber as well as provides support for other various office projects.

Konnie spent 15 years in marketing of John Deere in Waterloo, Iowa before moving to Fairmont in 2010. When not at work Konnie enjoys spending time with her son Jackson and her husband Steve Seifried, along with Steve’s children Morgan and Max.

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Marsha Malo

Director of Communications
Marsha@sweetfinancial.com

Marsha joined the Sweet Financial team in January 2015 and is our Director of Communications.  Marsha’s talent lies in her creativity.  She plays an integral part in all of the finishing touches that you see at our Women Forward events, as well as all Sweet Financial communication. Marsha also assists Konnie in creating a personalized service when clients walk in the door.

Marsha is a graduate Rasmussen College in Mankato with a degree in Sales & Business Administration.  She currently lives in Fairmont with her husband, Travis and they have three children, Brody, Garrett, and Kobi.   In her spare time, she loves spending time with her kids, boating on the lakes with family and friends, decorating, painting and DIY projects.

*Raymond James is not affiliated with Women Forward

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Jessica Salic

Concierge Service Associate
Jessica@sweetfinancial.com

Jessica joined Sweet Financial Services in March of 2006 and is one of the team’s Concierge Service associates. Jessica’s role is to support Bryan, Ty & Oliver with all of their clients’ needs beyond investment advice.  She is responsible for establishing, maintaining and building client relationship while providing first-class personalized Client Service.

Jessica graduated from Southwest State University and holds a bachelor’s degree in Business Administration with a concentration in Finance.

Jessica lives just outside of Granada with her husband, Mike, and two children, Spencer and Lynsie.

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Sarah Willers

Concierge Service Associate
Sarahwillers@sweetfinancial.com

Sarah joined Sweet Financial Services March of 2012 as one of the team’s concierge service associates.  Sarah provides support to Lynne and Amber with client needs beyond investment advice. She is responsible for establishing, maintaining and building client relationships while providing first-class personalized client service.

Sarah is a graduate of the College of Saint Benedict.  She received her degree in Communications in May of 2007.

Sarah currently lives in Fairmont with her husband, Dusty and their Weimaraner.  She enjoys spending her time with her pets and tending to her vegetable garden during the summer months. When the weather in inclement, she can be found assisting Dusty with their farmhouse remodel project.

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Jacob Hartke

Associate Director of Wealth Services, Investment Advisor Representative, RJFS
Jacob@sweetfinancial.com

Jacob joined the Sweet Financial team in May 2015 as an intern in our Wealth Services department and has since joined our team full time. Jacob supports Oliver in the planning and investment department.  His behind the scenes role is to help build creative planning strategies for clients.

Originally from Fairmont, Jacob graduated from Gustavus Adolphus College with a degree in Financial Economics and a minor in Political Science. Jacob has been a great asset to our team through his willingness to learn and ability to pick up on concepts very quickly. He has not hesitated to take on any project or task that we put in front of him. We see a very bright future for Jacob in Wealth Services!

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Callee Becker

Personal Assistant to Bryan Sweet
Callee@sweetfinancial.com

Callee, a Fairmont native, joined Sweet Financial Services in 1995. Callee is responsible for keeping Bryan organized and moving forward so he can focus on the future of our company and clients. She is responsible for scheduling client appointments for Bryan, maintaining his daily calendar, making travel arrangements for the office, and publishing the team’s quarterly newsletter and other miscellaneous office projects.

Callee completed her education at St. Cloud Business College in 1989 and worked in accounts payable for a property management firm prior to returning to Fairmont in 1994.

She and her husband, Chris, have four children, Noah, Seth, Eden and Beau.

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Denise Chrischilles

Assistant to Operations
Denise@sweetfinancial.com

Denise joined Sweet Financial Services in 1996. As the assistant to operations, she manages specialized projects around the office and provides superior client service. Denise is highly involved in appointment preparation for all Wealth Advisors in the office. Denise’s attention to detail helps tie our day-to-day tasks all together.

Denise and her husband, Gene, live north of Armstrong, Iowa on Iowa Lake.  They have two married daughters, Jamie and Tricia, along with grandchildren Caleb, Lillyan, Parker and Lainee.  Their oldest daughter, Megan, died in 1981. When not at work, Denise enjoys being with her family or at home. She enjoys watching the wildlife around the lake and is also active at her church with the endowment program and the youth.

Discover Sweet Financial

Our Client Experience Ambassadors are just one of several things that make our company valuable, trusted and committed to you.

Are you our next Client Experience Ambassador?

Do you have a knack for ensuring a great customer experience? You sound like you’d make the perfect Client Experience Ambassador.