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Our Team Experienced

Our Team Experienced

We provide the experience you need and the people you trust. Our team always puts you first.

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Our Services Cutting-Edge

Our Services Cutting-Edge

We believe in a comprehensive collaborative approach. We work together to pursue your goals.

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Our Strategies Personalized

Our Strategies Personalized

Your Personal Financial Strategy is developed with your needs and aspirations in mind.

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— Charting a steady course since 1992 —

Meet Our Team

When you partner with Discovery Financial, you can feel confident that you’re partnering with professional financial advisors who have the experience to help you pursue your financial finish line. But strategies aren’t created in a vacuum, which is why we manage challenges better when collaborating as a team. Our clients receive the support and advice from our multiple advisors, so contact us today to get going and experience the benefits of working with a team!

Douglas Ritter

Douglas L. Ritter

LPL Financial Advisor - Red Wing

651-388-9594

Matthew Hardyman

Matthew R. Hardyman

LPL Financial Advisor - Red Wing & Rochester

651-388-9594

Timothy Kelly

Timothy J. Kelly

LPL Financial Advisor - Red Wing & Bloomington

651-388-9594

David Ritter

David Ritter, CFP® , MBA

LPL Financial Advisor - Hudson & Red Wing

715-808-0685

Cody Buck

Cody R. Buck, CFP®  

LPL Financial Advisor - Red Wing

651-388-9594

Coleman Kelly

Coleman M. Kelly, CPFA®

LPL Financial Advisor- Bloomington & Red Wing

952-925-4188

Robert Ziller

Robert D. Ziller

LPL Financial Advisor - Rochester

507-289-2691

Carolyn Oberfeld

Carolyn N. Oberfeld, CFP®

LPL Financial Advisor - Bloomington & Eagan

651-994-4827

Robert D. Mattson

Robert D. Mattson

LPL Financial Advisor- Rochester

507-206-4063

Michele Carlson

Michele Carlson

Director of Client Service - Red Wing

Katie Johnson

Katie Johnson

Office Mgr., Administrative Associate - Red Wing

Katie Bakke

Katie Bakke

Client Service Associate - Red Wing

Jordan Harris

Jordan Harris

Financial Operations, Business Manager, Client Service Associate - Bloomington

Justin Smith

Justin Smith

Client Service Associate- Red Wing

Sam Caswell

Sam Caswell

Client Relationship Associate- Red Wing

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and aim to ensure your peace of mind.

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you'll find yourself behind."

- Benjamin Franklin

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