Meet Your Crew Mates
LARRY KALLEVIG
FOUNDER & CEO
Larry Kallevig was born and raised on a farm in Kandiyohi, Minnesota, and brings his farm roots to his business — it’s all about hard work and doing the right thing. He graduated from Bethel University with a double major in Finance and Accounting. He furthered his education by becoming licensed in real estate and insurance.
Larry is an advisor who truly enjoys helping people. He has over 20 years of experience in business ownership, management, and consulting in various capacities. Larry has served clients in Minnesota on asset protection strategies. Using sound financial principles, Larry has a no-fluff approach to helping clients meet their financial goals. In addition to helping his clients, Larry now enjoys mentoring other financial professionals.
The heart of Larry starts with his wife and four young daughters; he truly is a family man. His hobbies include golf, boating, church activities, and cheering his children on during their numerous sporting activities.
JEFF FRICK
RETIREMENT PLANNING STRATEGIST
Jeff holds a business management degree from Minnesota School of Business and is Life & Health Insurance licensed in Minnesota. He is a Retirement Planning Strategist and has over 30 years of combined experience as a business account executive and personal procurement specialist.
Jeff is a true “people person” who knows the importance of being an excellent listener. He enjoys helping his clients understand their options when it comes to preserving their retirement savings while creating an income stream for the future by developing a solid financial plan. Jeff takes a holistic approach to retirement by educating on the effects of unexpected market losses, excess taxation, and assessing financial fees. He addresses the important retirement subjects that need to be considered:
- Maximizing Social Security and Taxation of Benefits
- Medicare/Supplement Options
- Estate and Tax Planning
- Retirement Asset Preservation
- Wealth Accumulation and Distribution
- Tax Deferred Growth Opportunities
- Retirement Income Strategies
- Legacy and Charitable Giving
- Insurance and Long-Term Care
Jeff has lived in the Twin Cities metro area all of his life. He spent his childhood days in the “country” of Apple Valley, Burnsville, and Lakeville, dirt biking, fishing, horseback riding, and swimming in Crystal Lake. He is married to his best friend Dianne, is a father of six, and has also served as an emergency foster care parent.
Jeff enjoyed his time as a youth leader at his local church and being an adult leader for Boy Scout Troop 333 in Prior Lake. He is actively involved in the Kids ‘n Kinship mentoring program of Dakota County. Jeff is also passionate about inviting sponsors and volunteers to become involved with a school and ministry that offers hope and a future to underprivileged children in a remote area of Haiti.
MITCH MOSS
RETIREMENT PLANNING STRATEGIST
Mitch Moss is a lifelong resident of Burnsville. He is a very active parent to his teenage daughter. When he is not at work, you can often catch him coaching his daughter’s fastpitch softball team or enjoying the great outdoors, fishing, camping, or riding his bike.
Mitch’s work philosophy: He believes everyone entering the retirement years will need a comprehensive retirement plan, big or small. Mitch has worked for years helping pre- and post-retirees navigate through all of the challenges that come with putting together a safe and balanced portfolio.
Mitch has an extensive background in retirement and estate planning and is a licensed insurance fiduciary.
YELISEY KUTS
WEALTH MANAGEMENT ADVISOR
Yelisey and his family of 5 reside in Apple Valley, MN. He loves supporting his children with their various sporting activities, but mostly he looks forward to his oldest son’s football season. Yelisey loves spending time outdoors and is often seen jogging through town with his children and their Vizsla. Yelisey is proficient in a variety of topics and works hard to help clients achieve their retirement goals. Yelisey dedicates much of his time to providing people with the resources and information that they need to retire well. His approach is extremely detailed and methodical, ensuring that every hard-earned dollar is cared for appropriately. Yelisey has an MBA from Oral Roberts University. He is securities and Insurance licensed.
GLENN RAMEY
LIFE & LTC SPECIALIST
Born in Forest Lake, Glenn now lives in Minnetonka with his wife and daughter. When his daughter was born, he said, “It was the proudest moment of my life.” Before he started helping people with their insurance needs, Glenn earned a degree in Applied Science from the Minnesota School of Business and, since 2004, has been helping people with their complex insurance needs.
Glenn considers himself a “foodie.” Whether it is the newest, hippest restaurant or some “hole in the wall” he recently heard about, he’s going to check it out. Also, Glenn and his wife are both avid science fiction fans; they love going to sci-fi movies and conventions.
Glenn is a licensed insurance fiduciary specializing in Life and Health insurance options, including:
- Life Insurance
- Long-Term Care Planning
- Medicare
- Individual Health/Dental/Vision
- Employer Benefits
Confucius once said, “Our greatest glory is not in never falling, but in rising every time we fall.”
The above quote reminds Glenn of his mother. He stated,
“Watching her raise my brother, sister and myself on her own, seeing her never give up on trying to do better despite the obstacles laid before her… she showed me that sacrifice, hard work, and a never-give-up attitude are the qualities that will make you successful in life. Our greatest strength as human beings is our ability to not let our mistakes stop us, to press on, to get right back up and keep moving forward.”
LANCE LARSEN
CPA
Lance is an experienced CPA who works with Haven Financial Group. He specializes in tax matters related to retirees and soon-to-be retirees. This includes individual tax preparation, estate tax preparation, trust tax preparation and tax planning. He also does business tax preparation for LLCs, Partnerships, S-Corps and C-Corps. He has a strong educational background with degrees in Accounting, Economics and International Management.
When Lance is not working, he is spending time with his wife and four children. He enjoys sports and outdoor recreational activities. He also spends time being active in his church and community.
RACHELLE KALLEVIG
DIRECTOR OF CLIENT SERVICES
Rachelle has 29 years of business management experience & customer service experience. Rachelle is all about customer service and client relationships. A client should never feel like a number.
Rachelle grew up in Faribault and has lived in Prior Lake for over 21 years. Rachelle would say her biggest accomplishment in life is her family; married to Larry for over 26 years and raising four daughters. Faith, family, and work. She loves cheering on her kids at their sports and spending time with loved ones.
ALAURA FRIED
DIRECTOR OF CLIENT SERVICES
Alaura is originally from Iowa, but moved to MN while still in grade school. She graduated from the University of South Dakota with a B.S. in Psychology. After graduation she managed a medical spa and found her love of managing an office and interacting with customers. Alaura loves animals, traveling, reading and puzzles. She is a self-proclaimed nerd as she is a huge fan of Harry Potter and Game of Thrones!
CIARA KALLEVIG
CLIENT SERVICE SPECIALIST
Ciara has served clients for over 2 years at Haven Financial Group, she started as an intern and now works as a client service specialist. She is currently a Junior at Bethel University pursuing her Bachelor’s degree in Business Management with a management concentration. She enjoys spending time with her family and also has her own business making custom desserts.
BEVERLY HJULBERG
OFFICE ADMINISTRATOR
As a client, Beverly has always commended and appreciated Haven’s client service culture, integrity & professionalism and was delighted to come out of retirement to join the team managing the front desk. Prior to retirement, Beverly worked for a global insurance consultancy firm, ReMark, for nearly 39 years in multiple roles including project & client management, business development, marketing and training.
When not working, Beverly enjoys family & friends, fishing, reading and experiencing adventures through travel.
CARRIE RENNER
ESTATE PLANNING ATTORNEY
Carrie Renner was born and raised in Minnesota where she attended Gustavus Adolphus College and William Mitchell College of Law. She has been a licensed attorney for over 20 years, and in that time, has honed her skills in the areas of estates and trusts.
Carrie understands that planning for death and incapacity can be confusing. She takes the time to explain planning opportunities to her clients in plain language so that they are empowered to engage in the type of planning that will best achieve their goals and respect their budgets. Whether she is drawing on the white board or pulling out her basket of analogies, Carrie serves clients with creativity, compassion, and expertise.
Carrie’s passion for estate and cabin succession planning was born out of her own family’s cabin-planning journey. When not working on the estate plans of other families, Carrie’s favorite place to be is with her husband, four children, and fluffy Bernedoodle at their cabin in Northern Minnesota.
KYLE THOMAS, CFP®
WEALTH MANAGEMENT ADVISOR
Kyle Thomas, a graduate of the University of St. Thomas, began his career in the financial industry in 2017. He lives in Lakeville, MN with his wife and young daughter and two cats. They are passionate about traveling, getting outdoors, and giving back to their community. To relax, they enjoy hanging out with friends and family, going to the Minnesota Zoo, and streaming the newest binge-worthy show. Kyle is always eager to talk about Minnesota sports, especially the Vikings, Wild, Twins and Timberwolves!
As a Certified Financial Planner (CFP®), Kyle loves helping his clients gain confidence in their financial future by creating retirement plans that not only meet their financial needs, but honor their passions and core values.
