We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Luther is the Founder and President of Infinity Wealth Alliance, based in Apple Valley that focusses on helping clients pursue financial independence. With over 30 years of experience in the financial planning industry, he helps clients with comprehensive financial planning and investment management. He works as a Fiduciary and provides advice that is in the client’s best interest. Luther and his team help clients build financial confidence & clarity.
After growing up in Stevens Point, Wisconsin, Luther graduated from Gustavus Adolphus College with a bachelor’s degree in Organizational Management. Luther began his career in 1988 with a Fortune 500 Company in the financial planning industry. Since then, he has earned the CERTIFIED FINANCIAL PLANNER™ designation. He holds the Series 7, 63 & 24 securities registrations through LPL Financial, his Series 65 through Advisor’s Pride and his Minnesota Insurance License.
Luther has served on the Board of Directors for the American Red Cross North Central Blood Services Region and the Gustavus Adolphus Alumni Board. He is involved in the Gustavus Mentoring program, which connects students with Alumni Mentors. Luther and his wife, Libby live in Apple Valley and have two wonderful daughters.
GETTING TO KNOW LUTHER
Favorite quote: “Life is a team sport”
Favorite holiday: Thanksgiving
Favorite book: The Millionaire Next Door
Favorite vacation destinations: Hawaii, and the cabin in Cumberland, Wisconsin
Favorite Sports Teams: Green Bay Packers, MN Wild and Minnesota Twins
Beth has worked with Luther since 2000 and is the LPL Registered Sales Assistant at Infinity Wealth Alliance. Her responsibilities include controlling the day-to-day office operations, completing securities trades for Luther and supporting our clients with the personal high-level service they have come to expect.
Beth is also responsible for opening and funding new accounts, assisting clients with beneficiary changes, contributions & distributions, helping clients with administrative questions and concerns. She assists in preparing and updating client accounts prior to review appointments, and schedules appointments for Luther. Beth’s extensive knowledge and experience has been extremely valuable to clients, Luther and the team. She holds her Series 7 and 63 securities registrations through LPL Financial and her Minnesota Insurance license.
Beth grew up in Detroit Lakes, Minnesota and graduated with a bachelor’s degree in Business Administration from Minnesota State University Moorhead. She lives in Burnsville with her husband Deryk. They have two daughters and one son-in-law. Outside of work she enjoys spending time with her family, getting together with a women’s church group on a weekly basis and reading.
GETTING TO KNOW BETH
Favorite Holiday: Christmas
Favorite Team: MN Wild
Places she would like to visit: Hawaii & Norway
Hidden Talent: She taught cake decorating classes
Susan joined the team in March 2016. She is the professional voice you hear when you call our office and the friendly face that greets you when you arrive for your meeting. In addition to her front desk duties, she is responsible for preparing documents before client meetings, scheduling appointments, assisting with client events and special projects. She loves a challenge and is consistently presenting new ideas to the team. She has a keen eye for detail and strives to ensure processes are in place to bring about high-quality outcomes.
Susan is a University of North Dakota graduate, receiving a degree in Business Management. Her career in sales included working with three national companies: Coca-Cola Foods, The John Harland Company and Wells Fargo. Prior to joining Infinity Wealth Alliance she worked for a local attorney for 15 years.
Susan and her husband Tony live in Burnsville and have two daughters. Some of her favorite activities include spending time with friends & family, volunteering, reading suspense novels and traveling the world.
GETTING TO KNOW SUSAN
What most people don’t know about Susan: She worked at a fishing resort on the Canadian border for two summers and one full year. She learned to fish and ate walleye morning, noon and night!
Favorite thing to eat: chocolate
Favorite Saying: “It is what it is!”
Favorite Sports Team: Minnesota Lynx
Favorite Place to Be: On a beach anywhere
Tara has been working with the team since May 2015. She worked several years in the accounting/finance and insurance industries. She is responsible for social media, communications, marketing, client event planning and special projects.
She attended the University of Wisconsin-Stout and graduated with a Technical Communication degree and a minor in Speech Communications. Tara and her husband Tony live in Burnsville and have two young sons that keep them busy. Tara enjoys working with the youth and is a student ministry leader at her church. She loves to travel and has been to Africa three times. Tara is passionate about adoption and foster care and is always happy to be a resource for others who are interested.
GETTING TO KNOW TARA
Favorite team: Green Bay Packers (Go Pack Go!)
Favorite Cuisine: Indian
Favorite quote: Amor vincit omnia
Fun Fact: She celebrated New Year's Eve at Time Square in New York City; when the ball dropped and rang in 2015, crossing off a top 10 'bucket list' item!
Places she would most like to visit: India, China, and Zimbabwe/Zambia to see Victoria Falls
Konnor joined the team in September of 2017 as a Client Relationship Specialist. He is responsible for day to day client maintenance as well as aiding in review meetings and the financial planning process. With his creative mindset and attention to detail, he is the ideal person for tackling any odd jobs that comes about. Konnor is always willing to assist in taking on new tasks and with his knowledge and versatility, he proves to be a vital asset to the Infinity Wealth Alliance team. He is also working towards obtaining the Certified Financial Planner designation which will allow him to take on more responsibilities with our clients in his next role as a financial planner.
He graduated from Gustavus Adolphus College in 2016 with a bachelor’s degree in International Management. After Graduation Konnor joined the finance industry working with Vanguard, where he obtained his Series 7 and 63 securities registrations currently held through LPL Financial. Once he returned to Minnesota Konnor acquired his Minnesota Insurance license and will begin the process of obtaining the Series 66 securities registration.
Konnor grew up in West Des Moines, Iowa and enjoys playing and coaching soccer. He enjoys outdoor activities, loves to draw portraits, paint landscapes, and photography. Konnor has been involved with youth mentoring since 2013 and enjoys giving back to the community.
GETTING TO KNOW KONNOR
Favorite Quote: “All I know is that I know nothing” - Socrates
Favorite Sports Team: Arsenal FC a soccer team in London
Places he would most like to visit: Luxembourg, Switzerland and Corsica
Hidden Talent: Can juggle a soccer ball over 4,000 times without dropping it