Welcome to the 401k Latte. Peter McClellan, president, explains the concept behind the “Latte” name and it’s tagline, “invest in a conversation.” A conversation that goes beyond just money.
What We Offer
services of the 401k Latte Co.
Active Money Management
Risk Management
401k Rollover Guidance
Inheritance Planning
Our Team
meet the staff
We’re here to serve you! Whether it’s a great cup of coffee, an excellent conversation or sound financial advice, we’re ready to serve you.
Peter McClellan, ChFC
Author, Radio Show Host.
As President of the 401k Latte Company, Peter has assisted investors for more than 20 years. He has invested in literally thousands of conversations with his financial planning clients about their money, their families and their life goals. He has been privileged to observe legacies being created, lived out and passed on. He’s also been grieved to witness legacies lost, inheritances wasted and families fractured with disunity. He wrote a book called, Inheritance Tug or War Stories because he prefers to optimistically believe that it’s never too late to pull families together and lead them to unity. Hosts The Peter McClellan Show on The Think On Radio Network: www.thinkon.biz.
Sally is back working with Pete on a part- time basis after taking 12 years off to tend to their three children.
Her responsibilities include taking all those ideas in Pete’s head and “making them happen.” She enjoys working with the 401k Latte team as they develop materials to educate people on basic financial principles, inheritance planning, and legacy leaving.
Before working with Pete she worked as a sales representative and then a marketing manager in the educational sector. She holds a BA in Art Education and a Master’s Degree in Management. Outside of work she is honored to raise her children, volunteer at school and church, and watch movies and eat popcorn.
As the newest member of the 401k Latte Company, Dan brings a new set of skills to aid our clients.
He graduated from Bethel University with a Bachelor’s degree in Business. He is a leader at his church and works with high school age youth. He hopes to assist individuals in mitigating the risks of life by choosing a plan of action unique to each individual. His areas of expertise include Life Insurance, Long Term Care Insurance, as well as Disability and Medical Supplement.
By coupling these products with an individualized strategy, Dan aims to give people a sense of peace if an unexpected event should occur. The products he specializes in serve specific needs and can be of great benefit.
Sharon Brunette has worked in the Financial Advisory field for 7 years as a client services assistant.
She specializes in working with clients firsthand and wants to continue providing our client’s at The 401k Latte Company the same excellent client services she’s provided in her previous position. Her educational background is in Archaeology and history and she would like to integrate the multi-tasking and attention detail skills she learned in both areas and apply them to our office to increase the “wow factor” in client meetings and seminars.
Out of the office, Sharon enjoys gardening and animal husbandry with her family and friends. She is currently working on a book about Roman Industrial Archaeology and hopes to complete the book before too long.
Carmen Bohlke recently joined our team in March, 2011.
She is looking forward to meeting our clients and assisting them with their financial needs. Carmen will be managing the day-to-day office operations, as well as handling special projects as they arise. Please feel free to give her a call if you need assistance with your accounts.
A graduate of Iowa State University with a BBA in Finance, Carmen obtained her FINRA Series 7 and 66 licenses in early 2011.
Carmen and her husband, Steve, have four children ranging in age from 25 to 16. Together they enjoy boating, golfing, gardening and traveling.
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