OUR TEAM, OUR FAMILY
Mark R. Alvig, Managing Director
Mark R. Alvig is a leader is estate and financial planning, and has more than twenty-eight years of experience in helping families plan for the future. He graduated from the University of Minnesota- Mankato with a Bachelor’s degree, concentrations in business, finance and insurance. He then successfully completed the “CFP Professional Education Program” from the College of Financial Planning in Denver, Colorado. Mark has held financial planning and management positions with several national and regional firms. Mark is also co-author of Protect Your Legacy: A Handbook for Estate Planning and has presented Estate Planning for Farmers: Practical Solutions and Tools for the National Business Institute.
Email Mark: mralvig@farmestateplan.com
Nate Moen
Nate graduated from the University of North Dakota with a B.A. in Business and Public Administration with an emphasis in investments and managerial finance. He is a licensed financial planner, and prior to joining AWA he held an advisement position with a national financial services firm. Nate is a Medicaid planning specialist, and will go the extra mile to ensure the comfort and safety of our clients.
Email Nate: nmoen@farmestateplan.com
Clay Wallace
Clay worked 16 years working for International Corporations up to the Senior Management levels, and has owned various small businesses. He has served 18 years as a Military Officer in the Guard and Reserves and is still active as a LTC.
These combined experiences bring an understanding of human relation and emotions combined with the business understanding of maximizing revenues while controlling expenses. Benefit packages typically make up the number two expense item in a small companies income and expense statement.
My understanding of the health and life insurance industries, combined with my business experience, provides me the insight of understanding the proprietor's need as well as the desires and needs of the employees.
Email Clay: cwallace@farmestateplan.com
Hannah Tite, Office Manager
Hannah grew up in rural Mankato and studied Business Administration & Economics at Augsburg College in Minneapolis. She has been working in administration and client relations for ten years. Prior to joining Farm Estate Plan, Hannah held a management position at a brokerage firm, specializing in comprehensive benefit plans and personalized service. Hannah is dedicated to effective communication and positive results for our clients.
Email Hannah: htite@farmestateplan.com