Gary Guentzel

Partner; Retirement, Investment & Estate Planner

Gary GuentzelGary began his career in the financial services industry in 1978. He is a founding partner of Estate & Financial Services and is a registered representative for Triad Advisors. With many years of experience in investment management, retirement, estate and financial planning, Gary believes in being a financial quarterback and a team player with other professionals.

Gary and Deb are the proud parents of two daughters, Ciara and Calissa. Gary also appreciates a love of the outdoors, and is involved in farming and gardening. When not working with clients, Gary enjoys spending his time hunting, fishing, playing softball and spending time with his family which includes several dogs and ducks.

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Kim Fritz

Executive Assistant / Client Service Manager

Kim FritzAs an executive assistant to Gary Guentzel since 2005, Kim’s primary responsibilities include coordinating and preparing for client meetings, assisting with client paperwork, processing new business applications, servicing existing accounts and maintaining client information. Kim’s passion is to provide exceptional service to the client.

Kim and her husband Kevin keep busy with the activities of their two daughters Kiera and Kahlea. Kim enjoys reading, going to movies and spending time with friends, family and her two Yorkshire Terriers, Teddy and Aleena.

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Matthew B. Brozik

Partner; Retirement, Investment & Estate Planner

Matthew is a partner at Estate & Financial Services, where he is a Retirement, Investment and Estate Planner.

Matthew, his wife Lisa and their three children, Owen, Isla & Merrick, live in North Mankato, MN. Matthew enjoys spending quality time on the lake at their family cabin boating and fishing. Matthew is an avid musky fisherman during the summer and hunts in the fall for pheasants and deer.  During the winter, Matthew stays busy playing hockey in the Mankato C-League and watching the MN Wild and Duluth Bulldogs.

Matthew enjoys volunteering his time at Mankato Sertoma Club, Kiwanis Club and teaching Junior Achievement to Mankato area fourth graders. He also serves on the Edcuare board and commits time to MN Adult and Teen Challenge.

Professionally, Matthew is a 2009 graduate of The University of Minnesota-Duluth, where he earned a Bachelor of Arts degree in History and Philosophy. Along with his FINRA Series 7, 63 and insurance license, he also holds a long term care certificate.

Matthew has passion to profoundly enlighten and empower his clients. Enabling them to make positive, confident decisions to better themselves and their families. Through this contrarian approach, he is committed to creating a culture of never-ending learning and intent on bringing utmost value to his clients.

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Sarah B. Kelley

Executive Assistant

As an executive assistant to Matthew B. Brozik, Sarah’s primary responsibilities include scheduling and coordinating appointments, assisting with client services, preparing for client meetings, processing new business applications and servicing existing accounts. Sarah brings a positive attitude and is detail oriented.

Sarah enjoys spending time with her husband, Alex, and their children, Morgan, Paisley, Kodi & Lane. They enjoy the outdoors, hunting, fishing, farming and operating their 3000 head swine facility . Sarah and her family live outside of New Ulm on their farm.

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