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.”
After working for a national financial services firm for more than a decade, Peter believed there had to be a better way. Ever the optimist, he envisioned a positive, forward-thinking team able to make a real difference in the lives of others. So in 1996 he formed Peter McClellan and Associates, which later became the 401K Latte Company.
The Man with a Plan—and A Passion
As Lead Adviser, Peter shares his expert perspective to help individuals who are in or near retirement create a game plan for achieving financial stability. He’s most passionate about these two aspects of his work: 1) seeing his clients accomplish what they value most, and 2) seeing families maintain close ties when sorting out inheritances. (He co-authored an award-winning book about the latter.)
A Heart for Helping Others
Peter’s business philosophy is simple: help others do well. He has a gift for instilling confidence in others, and is grateful his profession allows him to use it. Whether it’s serving as a translator in Latin America or helping a client translate their financial situation, he’s fulfilled when others thrive.
An Active Money Manager
Having seen firsthand the volatility of the stock market, Peter believes active money management is key to minimizing risk. He values seeing people doing what they were created to do—without having to obsess over income. As he tells his clients: “Life’s too short to simply go through the motions.”
Peter stays in shape by kickboxing or honing his martial arts (he has a second-degree black belt and is working toward the third degree). On a lazy weekend afternoon, you’ll find him moseying through a yard project or, in the winter months, taking in a movie with his wife.
Invest in a Conversation™ With Peter over a New Jersey Regular
Peter’s not picky about when or where he drinks coffee, but he always pays homage to his New Jersey roots by ordering a New Jersey regular—brewed coffee with cream and one sugar. Although he loves Minnesota and considers it home (he met his wife and raised his family here), he occasionally misses the East Coast pizza and sarcasm.
Give Peter a call at (952)882-0400 or drop him a line at firstname.lastname@example.org.
Director of First Impressions / Client Services Representative
After spending eight years at home raising her kids, Jan was ready to get back to work—but only for a company that fostered a supportive, happy environment. She’s convinced fate brought her to the 401K Latte Company.
An Empathetic Listener
The notion that everyone needs to be heard is not lost on Jan. In her role as Director of First Impressions, she uses her gift for listening to anticipate client needs. With 15-plus years of administrative experience, she doesn’t bat an eye when it comes to knowing how to meet them.
Making a Positive Difference
Jan lights up a room with her smile and sunny attitude. She lifts moods with her easy laugh, and is quick to offer an encouraging word. It comes as no surprise that she aspires to be “someone who made a positive difference in those I have known and loved.”
Always Up for a Challenge
Jan has worked or volunteered with individuals from nearly every walk of life: children, the elderly, truck drivers, busy executives and laid-back entrepreneurs—you name it. She’s always up for meeting new people and tackling new challenges. Don’t hesitate to call her about yours.
While most take the weekend to relax, Jan takes it to the max. When she’s not outside playing with her kids, she’s training the dog or trying out a new recipe. She also devotes time to Feed My Starving Children and MN Boxer Rescue, visiting the elderly, and helping out at her kids’ school.
Invest in a Conversation™ With Jan Over a Chai Latte
Jan isn’t a fan of coffee, but she relishes any chance to sip a spicy chai latte while kicking back on her deck.
Give Jan a call at (952)882-0400 or drop her a line at email@example.com.