"Why this business? It’s hard to believe 30+ years have passed since I established Moeller Advisory Group. I was initially attracted to the idea of meaningful one-on-one interaction with people, hoping to have lasting positive impact on people’s lives. With a knack for numbers, this career just made sense...but, being a bit of an introvert, it wasn’t necessarily easy in those early years. My father’s influence as a very disciplined, hard-working individual, seems to have rubbed off on me. A thirst for knowledge and growth led me to become a life-long learner. Naturally gravitating toward more advanced planning scenarios, I enjoy the complex areas of estate and business planning, along with retirement and incapacity planning. It is immensely rewarding today to see the joy of smiling clients in photos shared (and emails received), finding the fulfillment of their dreams.

A happy surprise I hadn’t expected when establishing my career is the fun of working with the children of clients as they take over Mom and Dad’s business, or find different paths to living successful lives. I also discovered that I am a teacher at heart, enjoying periodic public speaking and teaching opportunities, instructing other advisors, and working alongside many of them, mentoring and serving clients together.

Me personally? When I’m not with clients or our team, you may see me working in the yard, or possibly on a golf course, but most often...you will find me with my family. Diann, my wife, is in the business with me and I like to say, “We have a 24/7 marriage.” When weather permits, we love to walk and ride bike (the peddling kind), and enjoy travelling to see the beautiful places of America. We love our children and grandchildren and are always finding ways to interact with them...either in person or through technology. Above all, faith in God is the bedrock foundation of my life, and it is my daily prayer to live a life of character that points people to Him."

Professional

Having a strong belief in education and expertise, I have earned many degrees and designations and been recognized with multiple honors including: CPA, MBA, CFP® (CERTIFIED FINANCIAL PLANNER™), RICP® (Retirement Income Certified Professional), CASL® (Chartered Advisor for Senior Living), CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant).

I have frequently been a Northwestern Mutual Forum Member since 2011 (the top 3% of financial advisors in the company), Minnesota Society of CPAs, Million Dollar Round Table (Top of the Table in the most recent calendar years, and Court of the Table every year since 2011), and National Association of Insurance and Financial Advisors (NAIFA).

I have been honored to be invited to speak on many occasions at Northwestern Mutual's continuing education seminars for advisors across the country, sharing my knowledge and experience in business, estate, long term care and retirement markets.

Chris guides and supports the needs of our individual, family, and business clients. Contact Chris regarding investments, planning and business benefits.

Chris began his financial services career in 2001 at Northwestern Mutual in Milwaukee. Chris joined Moeller Advisory Group in 2019 when he and his wife moved to Minnesota. His role includes investment & planning, opening new accounts, managing clients' service needs, providing account maintenance support, and communication related to business benefits. Chris received a Bachelor of Science in Business Administration from Cardinal Stritch University. He understands the challenges our clients face and the respect we must give these relationships to maintain their trust. He enjoys cooking, gardening, cycling and traveling with his wife, experiencing local food and culture.

• Series 6, 63 & 7 securities registrations
• Licensed in Life, Health, Annuities

Diann assists Keith with management duties, marketing, overall operations and workflow, and Keith's appointment scheduling.

Diann started with Northwestern Mutual in 1990. She earned her Master’s in Business Administration (MBA) from Saint Cloud State University, with a Finance undergraduate degree from the University of Minnesota. Diann is passionately committed to her family & friends, and enjoys reading, travel, and writing. Diann and Keith support, and are involved in, several local Charities. They believe they have been blessed, and it is their privilege and responsibility to share what they have been given with others. Diann and Keith live in Medina, MN.

• Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®), Certified Long Term Care (CLTC®), & Chartered Advisor for Senior Living (CASL®) Designations
• Licensed in Life, Health, Long-Term Care, Annuities
• Series 6 & 63 securities registrations

Annette manages the day-to-day insurance operations for the team. Contact Annette regarding new business and insurance client service.

Annette joined the Moeller Advisory Group in 2022, bringing with her over 25 years of previous Northwestern Mutual experience. Annette handles a wide range of responsibilities with New Business, Policy Owner Services, and Client Relations. She manages insurance underwriting requirements and service requests, takes applications for insurance clients, services existing insurance accounts, prepares for client meetings, and assists Keith with preparing for appointments.

In Annette’s free time, she enjoys spending time with family, gardening, sports, and camping.

• Licensed in Life, Disability, Long Term Care, Annuities
• Series 6 and 63 securities registrations

Renee manages Keith’s calendar and schedules his appointments for him.  Please contact Renee to schedule a discussion with Keith.

Renee is the newest member of Moeller Advisory Group, having joined the team in 2023. Renee earned her Bachelor of Science degree in Marketing from Minnesota State University-Moorhead.  Renee worked for several years in various management and leadership positions in Information Technology at the University of Minnesota, Minneapolis Minnesota.  In her free time, Renee enjoys spending time with family and friends, boating, golfing, watching sports, and online marketing of her spice company.

Cooper assists the team in creating comprehensive financial plans, investment operations and the preparation of financial solutions.

Cooper started with Northwestern Mutual in June 2019 as an intern and joined full-time in the summer of 2020. Cooper is licensed in Life, Accident and Health Insurance. He attended the University of Minnesota Carlson School of Management and received a Bachelor’s degree in Finance. Outside of work, Cooper enjoys playing basketball, watching movies, hanging out with friends, and supporting Minnesota sports teams.