Whether it’s the warm smiles, freshly baked cookies or understanding the little things in life that make you happy, we’re always looking to make your experience as enjoyable as possible.
(Click Konnie’s photo to hear her message!)
Director of First Impressions
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Konnie embodies the role of providing the best first impression for Sweet Financial. Joining our team in November of 2012, she shines in providing a thoughtful, caring, personalized service that delights whether it’s on the phone or when you first walk in the door. Her creative knack can be seen in the form of client event décor and personalized gifts. And those delicious homemade cookies in our office that everyone raves about? Yes, those are courtesy of Konnie.
Her always-positive vibe along with her creativity and flare for giving has her at the center of all things joyous in the office.
Konnie spent 15 years in marketing of John Deere in Waterloo, Iowa before moving to Fairmont in 2010. When not at work Konnie enjoys spending time with her son Jackson and her husband Steve Seifried, along with Steve’s children Morgan and Max. She also loves spending time with her “purse puppy,” London, who is about the cutest little dog you’ve ever seen.
(Click on Miranda’s photo to hear her message!)
Director of Marketing & Communications
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Miranda joined our team in 2019 with a passion for serving clients at the highest level possible. Her social nature and love for building lasting relationships is reflected in how she interacts with our clients and our team here at Sweet Financial. We fully believe she is the most well-connected young woman in Martin County as she has built friendships with many.
She thrives on bringing the leadership team’s vision to light through her involvement with our client communications, advertising and marketing. She loves to let her creative side shine in her graphic designs throughout our social platforms, website and emails.
Miranda is a Truman native and completed her schooling at Southwest Minnesota State University in Marshall, MN. She currently lives in Fairmont with her husband Chris, son Jack and treat-loving cat, Stan. In her spare time, she enjoys playing volleyball, bowling, boating and binge-watching the latest crime-fighting shows.
Jessica not only embodies our core values of excellence and client-focus, but she genuinely cares for people and has a sincere interest in helping to simplify our clients’ lives. As one of Sweet Financials’ Relationship Management professionals, Jessica is always looking for ways to create an even more impactful client experience. As a true leader in our firm, Jessica is focused on making sure we are meeting client needs beyond investment advice. If you’ve ever interacted with Jessica, you know that what she does is truly first-class.
Jessica joined our team in 2006 and has been making a wonderful impact on our clients since then. She graduated from Southwest State University and holds a bachelor’s degree in Business Administration with a concentration in Finance. She lives just outside of Granada with her husband, Mike, and two children, Spencer and Lynsie. She also holds the title of supermom as she supports her kids in a multitude of different activities.
Since joining our team in 2012, Sarah has shown time and time again that her calling is to provide exceptional service for our clients. Sarah handles all things related to Ty and together they make a great team that is focused on not only building relationships but in going above and beyond for the people they serve. Sarah is been known for simplifying the complex, loves maintaining consistent order in all that she does and has a true heart for going above and beyond for the clients she serves. As one of the rockstar concierge service associates, Sarah provides direct support to Ty and his clients outside of investment advice. She is responsible for establishing, maintaining and building client relationships while providing first-class personalized service. If you’ve ever interacted with her you know she has a heart of gold and a desire to see things through to the end.
Sarah is a graduate of the College of Saint Benedict. She received her degree in Communications in May of 2007.
Sarah currently lives on an acreage just outside of Fairmont with her husband, Dusty and their two Weimaraners. She enjoys spending time outdoors with her pups, pheasant hunting, hiking, gardening and indoors she can be found in the kitchen testing out a new recipe.
(Click on Callee’s photo to hear her message!)
Personal Assistant to Bryan Sweet
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Callee is a master of organization, coordination and all things related to Bryan. We also call her the office investigator as she has an unusually exceptional memory and an ability to research like no other. A Fairmont native, Callee has graced us with her kind, warm presence since 1995. She helps keep the entrepreneurial spirit that is Bryan Sweet, focused and organized so he can put his energy towards the future of the company and our clients.
If you’ve ever interacted with Callee you know that she is a person that truly cares about the well-being of others. A true giver by nature, she has been a huge contributor to our joyful and fun-loving team.
Callee completed her education at St. Cloud Business College in 1989 and worked in accounts payable for a property management firm prior to returning to Fairmont in 1994. She and her husband, Chris, have four children, Noah, Seth, Eden and Beau. This feline friendly family also has two cats, Fudge and Luna.
Associate Advisor
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Myah joined our team in March 2021, bringing enthusiasm and passion for wanting to help clients pursue their retirement goals and dreams. Myah’s favorite part about Sweet Financial so far is hearing the client’s retirement dreams come true because of The Dream Architect™ process. As an associate advisor, Myah’s organization and time management skills will help tremendously with appointment preparation, assisting with 401K enrollments and in streamlining processes. Her willingness to take on new tasks will be a huge benefit to the team and will serve her well as she grows into a wealth advisor role.
Myah enjoys building lasting relationships and is eager to get to know you, our wonderful clients, and to help contribute to the overall client experience.
Myah graduated from University of Minnesota Duluth in December 2020 with a Bachelor’s degree in Business Administration. She grew up in Fairmont and knew she always wanted to come back to the area to make a positive impact in her community. Some of Myah’s favorite things to do outside of the office include running, golfing, and boating on the Fairmont lakes with her family and friends.
Associate Director of Wealth Services
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Kaitlin joined our team March 2021 as the new Associate Director of Wealth Services. Her high attention to detail and charismatic nature makes her a perfect fit! She loves to analyze and compile data and is looking forward to working closely with our amazing clients. Kaitlin is excited about the possibilities planning provides and how it can help our clients with making their dreams come true.
Kaitlin is a Fairmont native who graduated from University of Wisconsin-Eau Claire in 2013 with a Bachelor’s degree in chemistry and a minor in mathematics. Kaitlin lives in Fairmont with her husband Sinjin, daughter Basil, son Croix and their dog Zeke. Outside of work, Kaitlin enjoys hunting in all of its various forms- from deer, to pheasant, and even mushrooms. During the summer she can be found cruising the lakes on the pontoon with family.
Relationship Manager
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Taylor joined the team in 2022, bringing with her a strong dedication to providing the ultimate client service experience. Her enthusiasm for understanding a client’s needs helps her build strong relationships with clients and to be proactive in meeting those needs. Her ability to create meaningful relationships and converse with anyone makes clients feel at ease and important.
She is a native of Marshall, MN and completed her bachelor’s degree in Communication Studies at Minnesota State University, Mankato. Taylor is new to Fairmont, having moved here in 2021 with her fiancé Derrick. She immediately took to the “Chain of Lakes Life” and enjoys spending summers out on the boat exploring the lakes.
Concierge Service Support
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Jessica joined the Sweet Financial team in May of 2022. She took on the role of Concierge Service Support. You can find Jess at the front desk, with a bright smile on her face and a positive attitude. Jessica’s friendly demeanor makes her a great fit for the position. She is also the chaos coordinator when it comes to scheduling for multiple members of our advisor team. She is your go-to person for getting on the calendar so you can build the plan to living your retirement dreams!
Jessica and her husband, Val, live in Sherburn with their 2 amazing twin children, Raef and Emma. They stay busy running to all their sporting events. When she is not working or chasing the kids around she enjoys bike riding, crafting and shopping. They also love to go on family road trips!
Our Client Experience Ambassadors are just one of several things that make our company valuable, trusted and committed to you.
Do you have a knack for ensuring a great customer experience? You sound like you’d make the perfect Client Experience Ambassador.