Jake Linder, CFP®

Co-Owner & CEO | Linder Financial Resources

Financial Planner

Series 6, 7, 63, & 65 registrations
Licenses for life and health insurances

“The most rewarding part of being a financial advisor is when we finish a meeting and the clients feel much more relaxed, comfortable and confident about their financial plan. The relief that people feel when they have found a team they can trust is extremely rewarding.”

Jake has been in the financial services industry since 2013 and comes from an entrepreneurial background, having started and operated three successful businesses prior to becoming a financial planner. Jake brings a wealth of knowledge and experience helping businesses and individuals with their financial, estate and tax planning.  He focuses on helping individuals and business owners articulate their goals, develop a plan to pursue those goals and modify that plan on an ongoing basis to keep you on track to work toward those goals.  Jake’s specific areas of expertise are business retirement plans, business succession planning, and retirement planning for individuals of all ages.

Jake understands that the financial planning and investment world is complicated and, to many, overwhelming.  His goal is to be a trusted resource for financial advice that is communicated in a way that clients can understand and removes the anxiety and skepticism often associated with financial planning and investing.  Jake is committed to offering superior service, personalized attention and financial expertise to each of his clients.  Integrity is the foundation of Jake’s life and financial planning practice, and he would appreciate the opportunity to earn your trust.

Mark Linder

Co Owner & CFO | Linder Financial Resources

Wealth Manager

Series 6, 26, 63 & 65 registrations
Licenses for life and health insurances

“I’m passionate about serving clients and guiding them through the process of answering the question “what’s important about money to YOU?” Then implementing a personalized plan  that meets their goals and helps them prepare for a secure future.”

Mark Linder has been in the financial services business since 1985. His specialty is helping clients age 50 and older reach their financial goals. Working with his team, Mark will be able to help you build a conservative and tax efficient savings and spending plan. Mark lives in the Hutchinson area with his wife, LuAnne, of 40+ years. They have four children (three married) and 8 grandchildren.

Mandy Harris

Director of Insurance & Marketing | Linder Financial Resources

Licensed Life and Health Insurance Agent

“I love teaching my clients the most affordable way to obtain quality healthcare coverage for their families. It brings me so much joy to use the information I have to help them make sure they’re in the best possible scenario for their family’s unique circumstances.”

Mandy has received several awards for her work with Federally Funded Marketplace insurance. She is licensed in both life and health insurance and she works along side us in retirement planning to ensure we’ve planned for everything.

Katie Jo Hollatz

Director of First Impressions

Katie Jo joined the Linder Financial team in 2023 as the Director of first impressions. In addition to scheduling appointments, I love being the first point of contact and the opportunity I have to get to know our community and clients better. She has a passion for providing outstanding client service, as well as building relationships with the clients we serve.

Kate Kilpela

Senior Operations Specialist & Registered Assistant | Linder Financial Resources

Registered Assistant, Series 7 & 66

”As a registered assistant I work hard to be a support to the advisors in our office so, as a team, we can provide our clients with the highest level of service.”

As a registered assistant, Kate is knowledgeable and able to help both us and you with investment transactions. She is the front line of servicing our clients!

Kathleen Schlueter

Client Services Specialist | Linder Financial Resources

Non Registered Assistant

“I enjoy providing friendly customer service and assistance for our clients.”

As our Client Services Specialist, Kathy is happy to help get answers to your questions or to facilitate the exchange of important documents.

Tanya Sletten

Operations Specialist | Linder Financial Resources

Non Registered Assistant

“I enjoy being part of a team that is truly passionate about serving others to assist in their financial planning to give them peace of mind in whatever the circumstance.”

As our operations specialist, Tanya is meticulous in completing every transaction and she will work one on one with you to navigate any necessary followup.

Michelle Raisanen

Administrative Coordinator | Linder Financial Resources

Non Registered Assistant

As our Administrative Coordinator, Michelle keeps you informed and us organized! She handles all of our record keeping as well as any newsletters, making sure you’re up to date on our latest news!

Neil Schlagel

Series 7 and 66

Registered Representative

Neil is a former business owner who switched career paths. He became a high school business teacher to positively affect more lives.  As a way to improve his teaching and help more people, he earned a Master’s Degree in Family Financial Planning from North Dakota State University. He joined the Linder Financial team part time in 2018. His specialty is helping young clients start the financial lives off on the right foot.

Interested In Our Services? Or Just Want To Inquire?

Please call our office! We’d love to hear from you! 

For your security, and ours, we do not accept email / online inquiries. We apologize if this is an inconvenience, but we value your security and that of our firm!