Philip Postlewaite, CFP
Senior Financial Advisor
I am a Senior Financial Advisor in Owatonna, MN, with nearly 30 years of experience in the financial services industry.
I've had the privilege of building long-term relationships with people who have specific financial and life goals. Many of these clients have worked with me for decades, and I'm honored that they've introduced me to their friends and family members as well. As I get to know these people and their investment planning needs, I work with them on retirement income planning, investments, estate planning strategies, tax planning, and insurance planning. I value building trusted relationships with them so that we can better work together to achieve their long-term goals and objectives.
I hold a bachelor's degree in business management from St. John's University in Collegeville, MN. Committed to furthering my education, I also earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification.
My wife Kathy and I have two sons who keep us on our toes. In our free time, our family enjoys spending time at Crosslake on the Whitefish Chain of Lakes, as well as snowmobiling, fishing, and playing pickleball. Over the past eight years, we have developed the hobby of beekeeping, and we have a lot of fun giving away the honey that our bees produce and making beeswax candles each year.
I have volunteered with Junior Achievement, Juvenile Diabetes Research Foundation, and Boy Scouts of America.