Steve Kattke

Financial Advisor

Steve Kattke

Financial Advisor
Steve Kattke is a Financial Advisor and specializes in retirement and estate planning. He has worked in the financial services industry for more than forty years in both managing and planning capacities. Steve holds the Chartered Life Underwriter® designation and provides customized plans for his clients, with whom he builds personal relationships.Steve is actively involved with his church and dedicates his time to helping others who are going through difficult times. He and his wife, Vicki, have been married for forty years and have two children, Jon and Gretchen. Jon is also a Financial Advisor and a partner in Steve’s practice, and together they work to provide well-rounded practical advice for their clients. “I help my clients plan for the next chapters of their lives by giving them insight to allow them to make choices that ensure they never outlive their lifestyle.”

Jon Kattke

Financial Planner

Jon Kattke

Financial Planner
Jon Kattke’s Financial Services career started in 2008 with a belief in building client relationships for the long-term. Jon helps clients in three areas and expects one in return. His primary focus is working with the entrepreneurs and young professionals of today to forge lifelong relationships by guiding them through the stages of wealth accumulation and protection with a plan, helping them pursue their financial objectives and bringing them closer to addressing their main life ambitions. What he asks in return: should a client have a question about anything pertaining to their finances, he expects to be the first phone call. Jon wants to be his client’s primary advisor and he takes pride in his ability to help his clients make smart decisions with their assets through regular contact, savvy financial modeling, and careful implementation. His goal is to work with each client throughout his or her lifetime to provide assistance in navigating through the complexities and challenges of asset management. Jon earned his Bachelor of Arts degree in Marketing from the Leeds School of Business at the University of Colorado. Jon enjoys spending time with his wife Jocelyn and their two kids, Hunter and Cru. He also enjoys playing a round or two of golf, and traveling.
“Financial planning is not a single event, but a process that evolves over many years.”

Nate Richter

CFP®, ChFC®

Nate Richter

CFP®, ChFC®
Nate’s Financial Services career started in 1998 with a business foundation based on the core values of family, integrity, commitment, and team. His purpose is to build customized comprehensive financial plans for families and business owners that will help them create and preserve their wealth. He believes that an objective financial plan can help his client’s navigate through the dangers and opportunities in life.
Nate specializes in working with Business Owners, Executives/Professionals, Retirees and Farmers. More specifically helping his clients in the areas of: *Retirement Income Planning *Investments *Family Business Succession Planning *Employee & Executive Benefits Nate is a past member of the Board of Directors of the Financial Planning Association of MN and is a currently involved with the Lake Minnetonka Association and Rocky Mountain Elk Foundation.

Matthew A. Peterson

Financial Planner

Matthew A. Peterson

Financial Planner
Matt joined the financial services industry in 2002, he is licensed to provide both investment and insurance products and services to his clients, and holds a B.S. degree in business administration. His passion is in investments and wealth management after clients complete a comprehensive financial plan.  Matt focuses on four areas of clientele:  Business Owners, Executives, Retirees/Pre-Retirees, and Farmers. His passion is working with farmers as he grew up on a large dairy farm in northwest Wisconsin. He is an avid golfer and enjoys traveling and the outdoors.
“Financial Management is not a single event, but a process that evolves over many years. My vision is to work with my clients throughout their lifetime helping them face any financial challenge that arises.”

Joy Hess

Director of Client Relations

Joy Hess

Director of Client Relations
Joy began her financial services career in 1999 by joining her father’s business; and then obtaining her securities licenses in 2002. Being mentored through the years by her father taught her the ins and outs of the business. Most importantly, how valuable the client relationship is. “The best part of what we do is helping clients plan to enjoy their retirement years with their families, do what they enjoy. I love helping design a program that allows clients to save for their retirement, and live the life they have worked for!” Joy’s passion is the client relationship, and helping them pursue their goals for retirement. She also enjoys photography, traveling, watching Minnesota sports, and spending time with her husband Mark and their daughter Alaina.

Carol Richardson

Client Services Associate/Assistant

Carol Richardson

Client Services Associate/Assistant
Carol joined the financial services industry in 2011. She holds a B.A. in Organizational Communications from the University of Minnesota, Twin Cities. She provides administrative support to the financial planners of Salt Financial. Carol and her husband Joe have three children. She enjoys spending time with family and friends, reading, and the outdoors. Carol also volunteers her time with youth.