Broker Check

Team - Meet our Advisors and Staff

When you partner with Discovery Financial, you can trust that you’re partnering with professional financial advisors who have the background and breadth of experience to help get you where you want to go. We believe that we meet challenges better as a team than as individuals, so every Discovery Financial advisor is backed by our entire team. Meet our team:


Doug is President and CEO of Discovery Financial. He puts his 40 years of financial experience to good use, assisting his clients in achieving their most important financial goals. Doug is responsible for the overall management of the...

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Matthew R. Hardyman

Vice President - Red Wing, Rochester, Bloomington

Matt is Vice President of Discovery Financial. He has led financial workshops in western Wisconsin, Rochester and Red Wing and also has led worksite seminars at several local companies.

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Timothy J. Kelly

Vice President - Red Wing, Bloomington

Tim is the Vice President of Discovery Financial and an advisor dedicated to his clients’ overall financial needs and concerns, from wealth accumulation to retirement distribution and estate planning. He specializes in retirement...

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David Ritter, CFP, MBA

LPL Financial Advisor - Red Wing, Bloomington and Hudson, WI.


David is a CFP®, MBA & tech-savvy, community minded, wealth manager & financial planner...

Schedule a meeting with me using my online calendar by clicking "read more" and then scrolling down!

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Coleman Kelly

LPL Financial Advisor- Bloomington and Red Wing


Cole is an LPL financial advisor for Discovery Financial focused on helping clients with personal finance including planning for college saving, wealth accumulation, retirement planning and 401k rollover services. 

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John Walsh, President

Walsh Financial- Bloomington, MN


John is President of Walsh Financial and has over 35 years of financial services experience. He has led financial workshops ans worksite seminars throughout the Twin Cities metro area. His focus is on retirement strategies and the...

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Robert D. Ziller

LPL Financial Advisor - Rochester

Bob has worked in the financial services industry since 1986 and focuses his practice on retirement and estate planning by implementing investment strategies that meet his client’s needs. He joined Discovery Financial in 2002 after...

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Carolyn Oberfeld is a CERTIFIED FINANCIAL PLANNER™ with over 29 years experience in the financial services industry. Prior to branching out on her own through ING and then National Planning Corporation in 2001, Carolyn spent 4...

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Bob spent 20 years working as an actuary in the financial services industry for several large insurance companies. Most of that time his responsibilities revolved around investment analysis and risk management. He has been working as a...

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Michele Carlson

Director of Client Service - Red Wing

Katie Johnson

Administrative Associate - Red Wing

Cody Buck

LPL Registered Principal - Red Wing

Katie Bakke

Administrative Associate - Red Wing

Jordan Harris

Administrative Associate, Financial Operations & Business Manager- Red Wing