401k Latte Company
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Meet the Team

People should manage money. Not the other way around.

What makes a firm different is the leadership and the team they lead.

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Peter McClellan

Lead
Advisor​
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Lori Nickel

Director of First Impressions
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Sarah Lambert

Operations
Specialist
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How we meet the needs of our clients:

  • 401(k) Rollovers
  • Financial Planning
  • Investment Management
  • Life Insurance
  • Long-Term Care
  • Retirement Income Planning
  • Traditional Savings Methods
  • Tax Advantaged Methods
  • IRC Sec. 529 Qualified Tuition Plans
  • Coverdell Education Savings Plan
Make a free, no-obligation appointment to talk ​about your financial future.
10543 165th Street West
Lakeville, MN 55044

E: office@401klatte.com
P: 952.882.0400
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Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. See our Privacy Statement.

Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 
18911 - 2019/5/24

Investing involves risk, including the loss of principal.  No Investment strategy can guarantee a profit or protect against loss in a period of declining values.  Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
  • Home
  • Meet the Team
  • How We Can Help
  • Resources
  • Blog
  • Events
  • Contact
  • Account Lookup