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CLIENT EXPERIENCE AMBASSADORS

Our Client Experience Ambassadors have your best interests at heart.

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.

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Konnie Francis-Seifried

Director of First Impressions
[email protected]

Konnie joined Sweet Financial Services in November of 2012. She is your Sweet Financial first impression. 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 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.

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Marsha Malo

Director of Communications
[email protected]

Marsha joined the Sweet Financial team in January 2015 and is our Director of Communications.  Marsha’s talent lies in her creativity.  She plays an integral part in all of the coordination and finishing touches that you see at our Sweet Financial and Women Forward events, as well as all Sweet Financial communication. Her responsibilities include client communications, advertising, marketing, planning client events and creating better ways to help improve the total client experience.

Marsha is a graduate Rasmussen College in Mankato with a degree in Sales & Business Administration.  She currently lives in Fairmont and has three children, Brody, Garrett, and Kobi.   In her spare time, she loves spending time with her kids, boating on the lakes with family and friends, decorating, painting and DIY projects.

*Raymond James is not affiliated with Women Forward

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Jessica Salic

Director of Concierge Services
[email protected]

Jessica joined Sweet Financial Services in March of 2006 and is the team’s Concierge Services Department Manager. Jessica’s role is to primarily oversee the Concierge Service Department to make sure we are meeting client needs beyond investment advice.  She is responsible for establishing, maintaining and building client relationships while providing first-class personalized Client Service.

Jessica also supports Bryan & Oliver individually with their client needs and related administrative duties along with providing reporting and accounting information for the Sweet Financial Services Business.

Jessica 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.

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Sarah Willers

Concierge Service Associate
[email protected]

Sarah joined Sweet Financial Services March of 2012 as one of the team’s concierge service associates. Sarah provides direct support to Ty and his client outside of investment advice. She is responsible for establishing, maintaining and building client relationships while providing first-class personalized client service. She truly loves to helping clients in all facets.

Sarah is a graduate of the College of Saint Benedict.  She received her degree in Communications in May of 2007.

Sarah currently lives in Fairmont with her husband, Dusty and their Weimaraner. She enjoys spending time outdoors gardening, ATVing, boating and indoors she can be found in the kitchen testing out a new recipe.

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Callee Becker

Personal Assistant to Bryan Sweet
[email protected]

Callee, a Fairmont native, joined Sweet Financial Services in 1995. Callee is responsible for keeping Bryan organized and moving forward so he can focus on the future of our company and clients. She is responsible for scheduling client appointments for Bryan,maintaining his daily calendar, making travel arrangements for the office, and publishing the team’s quarterly newsletter and other miscellaneous office projects.

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. The most joyful part of her job at Sweet Financial is being part of a caring and fun-loving team and developing strong personal connections with clients.

She and her husband, Chris, have four children, Noah, Seth, Eden and Beau. This feline-friendly family also has two cats, Fudge and Luna.

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Jacob Hartke

Wealth Services Associate, SFS

Registered Representative, RJFS

[email protected]

Jacob joined the Sweet Financial team in May 2015 as our first intern in our Wealth Services department and has since joined our team full time. Jacob’s role at Sweet Financial is behind the scenes working on investment strategies and retirement plans. He works beside all the financial advisors trying to come up with the best plan for each client.

Jacob finds joy in helping each of our clients with their distinct retirement plans and inevitably helping them create the retirement they can’t wait to wake up to.

Our planning process has helped create a relationship with clients that goes beyond just finances and helps them to think more about how they want to spend retirement.

Jacob graduated from Gustavus Adolphus College in 2015 with a degree in Financial Economics and a minor in Political Science.

Jacob lives in Fairmont, with his wife Sierra, and their dog Cammie. When Jacob isn’t at work he enjoys spending time out on the lakes or taking walks with his girls.

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Denise Chrischilles

Assistant to Operations
[email protected]

Denise joined Sweet Financial Services in 1996. As the assistant to operations, she is highly involved in appointment preparation for all Wealth Advisors and manages specialized projects around the office and provides superior client service. Denise’s attention to detail helps tie our day-to-day tasks all together.

Denise and her husband, Gene, have been married over 40 years and live north of Armstrong, Iowa on Iowa Lake. They have two married daughters, Jamie and Tricia, along with grandchildren Caleb, Lillyan, Parker, Lainee and Leigha. Their oldest daughter, Megan, died in 1981. When not at work, Denise enjoys spoiling her grandchildren and being at home watching the wildlife around the lake and is also active with the youth in her church.

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Miranda Tulowetzke

Concierge Services Associate
[email protected]

Miranda joined our Concierge Service department as a Concierge Services Associate in October of 2019 to help ensure you continue to receive dedicated service and attention. In addition to supporting our advisors, she is responsible for establishing, maintaining and building client relationships while providing first class Client Service. Miranda is also taking on the role of scheduling appointments for our clients and is excited to connect with many of you soon.

Miranda is a Truman native and completed her degree at Southwest Minnesota State University. She currently lives in Fairmont and is planning a June wedding with her fiancé Chris. In her spare time, she enjoys playing volleyball, bowling, boating and reading.

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Tina Coquyt

Implementation Specialist
[email protected]

Tina joined the Sweet Financial Services team in February 2020. She will have overall responsibility of project implementation for the office.

She is a natural organizer, loves helping people and the challenge each project offers. Tina is excited to join the team and help Sweet Financial Services continue to provide exceptional services to their clients.

Tina graduated from Buena Vista University in Storm Lake, Iowa with a bachelor’s degree in business management. She began her career holding various roles with a global industrial & medical gas company where she earned her Six Sigma Black Belt Certification. During the last three years, she has been a project manager for a manufacturing company in Ames, Iowa. She loves taking challenging assignments, meeting tight deadlines, delivering superior performance and exceeding expectations.

Tina enjoys spending time with her family and traveling. She will be relocating to Fairmont with her husband, Jeff and daughter Charlotte.

Discover Sweet Financial

Our Client Experience Ambassadors are just one of several things that make our company valuable, trusted and committed to you.

Are you our next Client Experience Ambassador?

Do you have a knack for ensuring a great customer experience? You sound like you’d make the perfect Client Experience Ambassador.