Planning & Investing
Investment Services

Investment Team

Through the Cetera Wealth Services, LLC., you can work with seasoned Investment Professionals to consolidate your assets and coordinate your overall financial and investment program with a cohesive strategy. The importance of having your assets all working towards your goals in a consistent format cannot be overstated as you strive for financial security.

 

Martha Macken Elliott, CWS (Certified Wealth Strategist) - Investment Advisor Representative

Martha Macken Elliott, CWS (Certified Wealth Strategist)

Investment Advisor Representative
Email Martha
Whether you are looking for investment ideas, retirement income, education savings, or small business planning, Martha can help you achieve your financial objectives through a long-term relationship based on trust. She will do this by following a process that offers a wealth of information, resources, consistent advice, products and services. A major part of the relationship will focus on communication to ensure that your program remains prudent for your situation.

When not working, you can find Martha with her husband and their two daughters boating or at sporting events.
Donald Christenson - Investment Advisor Representative

Donald Christenson

Investment Advisor Representative
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Donald brings years of experience in the industry as a seasoned professional Financial Advisor. His focus is on member education. He has developed a successful member education seminar series which received the Desjardins Award from the credit union industry. Don works with members to understand their goals and values, in order to build a comprehensive program to help meet their financial and investment needs.

Don’s focus on education extends to his life outside of work where he is the President of the Kasson-Mantorville School's Drama Club, a youth group leader, and religion class teacher. At home, he and his wife are busy raising three children.
Gary Reiland - Investment Advisor Representative

Gary Reiland

Investment Advisor Representative
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With Gary, you will work to develop a strategy that is specific to your needs. This includes looking at your entire financial picture and determining your long-term goals; whether that be retirement, your children's education, or saving for a large purchase. As your personal goals change, Gary will continue to work with you to adjust your financial goals.

Gary is a long-term Rochester resident, living here with his wife and three children. Previously he worked for Mayo Clinic for over 30 years and has enjoyed serving on the Boards of the Gift of Life Transplant House and Mayo Employees Federal Credit Union.
Michelle Kennedy - Registered Representative

Michelle Kennedy

Registered Representative
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Michelle has been working alongside members of Mayo Employees Federal Credit Union since 2006. She will work with you to identify your financial needs, with a commitment to educating you on the options available to help you meet your savings and retirement goals. Her passion is helping members understand and implement potential solutions to their needs.

Michelle is a lifelong resident of the Rochester area, lives with her husband, and has two sons. When not meeting with members, she can be found working on her family farm where they raise goats and cattle.
Roxann Turner - Administrative Assistant

Roxann Turner

Administrative Assistant
(507)-293-8017
Email Roxann
Roxann enjoys working with members to help them meet their financial goals. She brings many years of experience in a wide range of credit union roles to her position. She’s passionate about serving members and looks forward to answering your questions.
Nico Patterson - Administrative Assistant

Nico Patterson

Administrative Assistant
(507)-293-8086
Email Nico
Nico loves working with people and has many years of experience in both financial and insurance organizations. She is happy to help our members meet their goals as part of our investment team.

Nico moved here from Romania 20 years ago and enjoys spending time with her husband and daughter. Their family loves traveling overseas together as well as volunteering for a variety of community programs including Feed My Starving Children and Salvation Army. She has also served as youth group leader and a guest service team member at their local church.

Hannah Bergene - Administrative Assistant

Hannah Bergene

Administrative Assistant
(507)-293-8090
Email Hannah
Hannah has a strong background in organizational skills with a Bachelor of Arts degree in Anthropology as well as experience in roles involving scheduling, data analysis, and customer service. She's interested in finance and studying for the Securities Industry Essentials (SIE) Exam. Her attention to detail will serve our members well and she looks forward to assisting you.

See the background of all our investment professionals on FINRA's BrokerCheck.

Cetera Networks is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC, Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 130 23rd Avenue SW, Rochester MN 55902, (507) 535-1460

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures

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