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!

Matthew Hardyman

Matthew R. Hardyman

LPL Financial Advisor - Red Wing & Rochester

651-388-9594

Timothy J. Kelly

Timothy J. Kelly

LPL Financial Advisor- Red Wing & Bloomington

651-388-9594

Michele Carlson

Michele Carlson

Director of Client Service - Red Wing

Katie Johnson

Katie Johnson

Office Mgr., Administrative Associate - Red Wing

Justin  Smith

Justin Smith

Client Service Associate- Red Wing

Sam Caswell

Sam Caswell

Client Relationship Associate- Red Wing

Katie  Bakke

Katie Bakke

Client Service Associate- Red Wing

651-388-9594

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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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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