Meet Our Team
Helping You Sleep Better at Night
At Seleskie Financial, we provide expert guidance and innovative solutions to help you maximize and protect your wealth for generations to come. We are committed to excellence and working together as a team to give you the world-class service you deserve. If you need assistance at any time, please let us know.
Joel David Seleskie , CLU®, ChFC®, CFP®, AEP®, MSFS
Wealth Management Advisor
Joel David Seleskie , CLU®, ChFC®, CFP®, AEP®, MSFS
Wealth Management Advisor
Professional Background
For more than twenty years, Joel Seleskie has been providing sophisticated wealth management solutions to business owners, successful professionals, and retirees. As a Private Wealth Advisor, he loves working with people who care deeply about their financial well-being and want to take action to create an ideal future for themselves and the people they love. Joel has always felt a calling to help people define the financial goals that are important to them, build plans to accomplish them, and then bulletproof everything against the inevitable obstacles of life. Over the last two decades, he’s grown Seleskie Financial to become one of the top wealth management practices in the country with a team of professionals who share his passion for serving people and making an impact.
Education & Designations
Joel attended the University of Minnesota and graduated from the Carlson School of Management with a degree in Finance. He went on receive the following specialized designations:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor In Senior Living (CASL®)
- Accredited Estate Planner (AEP®)
- Masters of Science And Financial Services (MSFS)
- FINRA Series 6, 7 and 63 registrations
Personal Life
Joel grew up in Hastings, Minnesota and attended Hastings High School before heading to The University of Minnesota. He married his wife, Katie, in 2008 and they have four boys who keep them busy with a variety of sports and activities. As often as they can, they head to their family cabin in northern Minnesota for some downtime and fun on the water. Joel enjoys reading and working out, and stays involved in the community through a variety of organizations.
Professional Background
Gene supports the Seleskie Financial team by helping new and existing clients execute their financial plans. He joined the team in 2020.
Education & Designations
Gene graduated from Carleton College with a Bachelor of Arts in Economics. He currently holds:
- FINRA Series 7 and 63 registrations
- Insurance license
Personal Life
He lives in Woodbury, Minnesota. As a North Oaks native, Gene enjoys spending time outdoors in the summer and winter—snow skiing is one of his favorite past times.
Fun Fact
- Gene’s favorite quote is, “Whether you think you can or you can’t, you’re right.” – Henry Ford
Professional Background
As an Associate Wealth Management Advisor, John is passionate about helping clients focus on achieving their investment goals and protecting their family’s finances. He’s been with Seleskie Financial since 2016.
Education & Designations
John graduated from the University of Minnesota Carlson School of Management and obtained a Bachelor of Science, with a double major in Accounting and Business Management. He then went on to study at the University of Minnesota Law School, where he obtained his Juris Doctor degree. John currently holds:
- FINRA Series 7 and 66 registrations
- Insurance license
Personal Life
He currently lives in Saint Anthony Village, MN and enjoys spending time with his family and watching just about any college or professional sporting event (though football is his favorite).
Fun Facts
- When he’s not working, John spends most of his time trying to keep up with his kids (and maybe sneak in an occasional TV series or HGTV show).
- One thing most people don’t know about John is that he’s visited 22 foreign countries.
- The most daring thing he’s ever done is skydiving in Switzerland.
Professional Background
As an Associate Financial Representative, Jake ensures our clients reach their financial goals by helping them navigate and implement their plans. He joined the Seleskie team in 2017.
Education & Designations
Jake graduated from the University of Wisconsin-River Falls and obtained a degree in Business Administration with a focus on Finance. He currently holds:
- FINRA Series 7 and 63 registrations
- Insurance license
Personal Life
He currently lives in Cottage Grove, Minnesota with his wife Alyssa. When he’s not working, Jake loves playing basketball and softball, hiking, and spending time outdoors with his family and their dog, Hudson.
Fun Facts
- Jake’s favorite quote is, “Don’t let the fear of striking out keep you from playing the game.” – Babe Ruth
- One thing most people don’t know about Jake is that he’s a huge Timberwolves fan!
Professional Background
Jennifer engages closely with our Sales Team and our clients to understand their priorities and ensure that their financial goals are being met. She joined the Seleskie Financial team in 2022.
Education and Designations
Jennifer graduated from the University of Minnesota Carlson School of Management with a Bachelor of Science in Business Administration.
Personal Life
When she has free time, Jennifer enjoys going to farmers’ markets, gardening, glamping and finding new and exciting places to hike with her family and dog. She has visited many different states in the U.S. and foreign countries. Her love of travel stems from cooking, baking, trying new cuisines, learning about various cultures and languages.
Fun Facts
- Jennifer has traveled to six foreign countries.
- She enjoys going to musicals and Operas.
- One of Jennifer’s favorite quotes is: “Do something today that your future self will thank you for.” - Sean Patrick Flanery
Professional Background
As the Chief of Staff, Erica oversees individual and team professional growth, as well as successfully onboarding/training new team members. Through consistent coaching and 1 on 1’s, she grooms each individual to make the team a cohesive and strong unit. She oversees the creation and implementation of the Seleskie Financial marketing plan to ensure positive client perception. Erica is also the facilitator of team and leadership meetings, and quarterly goal creation exercises. She leads by example and works every day to implement and execute Seleskie Financial’s vision for the future. Erica joined our team in 2022.
Education & Designations
Erica graduated from the University of Wisconsin-Madison with a double major in Psychology and Biology. She then continued her education by attending the University of Wisconsin-River Falls to acquire her MBA. Erica currently holds her:
- CERTIFIED FINANCIAL PLANNER™ certificate (CFP®)
- FINRA series 7 and 66 registrations
- Insurance license
Personal Life
Erica currently lives in Eden Prairie, Minnesota with her amazing husband Chad and her two wonderful children. She has not always been a Minnesotan as she grew up in Holmen, Wisconsin. In her free time Erica enjoys spending time with her family and her two rescued Great Danes (Duchess and Atticus). She appreciates the outdoors and will always have a great time fishing with family or getting some peace and quiet in her garden or at the cabin.
Fun Facts
- Erica’s favorite quote is “It’s not the mountain we conquer-but ourselves.” - Sir Edmund Hillary
- If Erica could have one superpower, she would like the ability to teleport.
Professional Background
Sarah joined our team in 2015, and she keeps our office running smoothly. She has a wide variety of tasks and responsibilities including scheduling meetings with clients and overseeing our marketing.
Education & Designations
Sarah graduated from The College of St. Catherine with a Bachelor of Science, with a degree in Early Elementary Education. She currently holds her insurance license.
Personal Life
A Forest Lake native, Sarah currently lives in White Bear Lake with her husband Corey and their son. When she’s not crushing it at her job here, you can find her cooking, camping, and reading. (She makes it her goal to read 20-25 books a year!)
Fun Facts
- If she were a superhero, Sarah’s superpower would be invisibility because she would thoroughly enjoy sneaking up on people!
- One thing most people don’t know about Sarah is that she reads Little Women by Louisa May Alcott every Christmas.
- If she could have coffee with any celebrity, it would be Jimmy Fallon because she thinks he’s hilarious!
Professional Background
As Director of Operations, Bethany ensures the Seleskie Financial team is positively impacting the lives of our clients in everything we do. She joined the Seleskie team in 2013, and she makes sure our day-to-day operations run smoothly. She also assists clients with their investment accounts.
Education & Designations
Bethany graduated from Gustavus Adolphus College in St. Peter, where she obtained a degree in Financial Economics. She then went on to earn the following designations and licenses:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Leadership Fellow (CLF®)
- FINRA Series 7, 9, 10, 63, and 66 registrations
- Insurance license
Personal Life
Bethany currently lives in Eagan, Minnesota. When she’s not working, she enjoys traveling the globe, hiking with friends, spoiling her niece and nephew, and bowling in her family bowling league.
Fun Facts
- Bethany’s favorite quote is from her grandma: “You got it, now keep it; don’t lose it, but use it.”
- One thing most people don’t know about Bethany is that she ran in the Tjejmilen 10K— Sweden’s largest sports event for women with 30,000 participants annually.
- The most daring thing she’s ever done is four-wheeling in Morocco!
Professional Background
In her role, Jill works with clients in every aspect of investment services – account opening, funding, allocation changes, and contributions or distributions – for both retail and advisory accounts. Jill joined Seleskie Financial in 2016. She has been with Northwestern Mutual since 2012.
Education & Designations
Jill graduated from the University of Wisconsin in Oshkosh with a degree in Journalism and Public Relations. She then went on to earn:
- FINRA Series 6 and 63 registrations
- Insurance license (Life/Health and Long-Term Care)
Personal Life
Jill resides in Hudson Wisconsin with her husband. They have one son. In the summer, Jill enjoys spending time outdoors in her garden or glamping with her husband. In the winter, Jill is usually in the middle of a home-improvement or craft project.
Fun Fact
- Favorite team quote: “Alone we can do so little, together we can do so much.” – Helen Keller
Professional Background
In her role, Sadie works with the Operations Team to service every aspect of client investment accounts, including opening, funding, trading, and distributions. She joined our team in 2022.
Education & Designations
Sadie attended the University of Minnesota and graduated in the spring of 2022 from the Carlson School of Management with a degree in Finance. She holds her insurance license.
Personal Life
She grew up in Inver Grove Heights, Minnesota and currently lives with her friends in Minneapolis. In her free time, she enjoys reading, baking, and has recently begun to crochet.
Fun Fact
- Sadie’s favorite quotes is “People will forget what you said, people will forget what you did, but people never forget how you made them feel.” – Maya Angelou
- If Sadie could pick one person to meet for a cup of coffee, it would be Harry Styles because he’s her favorite artist.
PROFESSIONAL BACKGROUND
Patrick supports the Seleskie Financial team by completing insurance related tasks such as applications, coordinating with underwriting/medical examiners and communicating with our clients on the insurance process. He’s been with Seleskie Financial since 2021.
EDUCATION & DESIGNATIONS
Patrick graduated from St. Cloud State University and obtained a Bachelor of Science, with a degree in Finance. He currently holds his insurance license.
PERSONAL LIFE
Patrick currently lives in Woodbury, Minnesota. When he’s not working, he enjoys video gaming, working out and reading books about History.
FUN FACTS
- Patrick’s favorite quote is, “You have power over mind-not outside events. Realize this, and you will find strength” – Marcus Aurelius
- If he was a superhero, Patrick’s superpower would be super strength because he would thoroughly enjoy being crazy strong.
- The most daring thing that he’s ever done is drive through multiple Minnesota blizzards with his light weight front-wheeled vehicle.
- If Patrick could have coffee with any celebrity, it would be Dolly Parton because she has a well-earned reputation for being super nice and down to earth and he’d love to get to know her better.
Professional Background
Lilia supports the Seleskie Financial team by assisting with investment and insurance related operations. In particular, she assists in servicing investment accounts and helping clients apply for Life, Long Term Care and Disability Insurance Policies. Lilia joined our team in 2022.
Education & Designations
Lilia attended Wartburg College in Waverly, Iowa and graduated with a degree in Business Administration. She currently holds the following designations and licenses:
- Securities Industry Essentials (SIE)
- FINRA Series 7 and 66 registrations
- Insurance license (MN and IL)
Personal Life
Originally from Sycamore, Illinois, Lilia currently resides in Cottage Grove, Minnesota where she enjoys working on home projects. In her free time, she stays active by snowboarding in the winter and golfing in the summer. Lilia also likes to explore Minnesota by e-biking and boating with friends and family.
Fun Fact
- Lilia has been to 47 of the 48 continental states, the only state she has left to visit is Texas. Two of her favorite states so far are Arizona and California!
Charles K Altendorfer , CFA®, CFP®, CPWA®
Director of Investments and Planning
Charles K Altendorfer , CFA®, CFP®, CPWA®
Director of Investments and Planning
Professional Background
As Director of Investments and Planning, Chuck oversees our planning department and performs analyses in order to help create financial plans for our clients. He specializes in in-depth planning concepts such as employee stock options, executive compensation, retirement distribution strategies, tax efficient investing strategies, investment selection, due diligence, and monitoring. Chuck joined our team in 2017.
Education & Designations
Chuck graduated from Miami University in Ohio where he obtained a Bachelor of Science in Business Finance. He currently holds the following designations and licenses:
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor (CPWA®)
- FINRA Series 7 and 66 registrations
- Insurance license
Personal Life
Chuck currently lives in St. Paul, Minnesota which is not far from his hometown of Eagan. In his free time, he enjoys golfing, cycling, and a good glass of whiskey (or wine).
Fun Facts
- Chuck’s favorite quote is “Live as if you were to die tomorrow. Learn as if you were to live forever.” - Gandhi
- A fun fact that most people don’t know is that Chuck once sky-dived from a helicopter in Switzerland.
Professional Background
As a Financial Planning Associate, Brady assists our advisors by helping to prepare plans, recommendations, and other vital information to help our team serve clients. He’s been with the Seleskie team since 2021.
Education & Designations
Brady graduated from the University of Minnesota Duluth with a degree in Statistics and Actuarial Science. He currently holds:
- Securities Industry Essentials (SIE)
- FINRA Series 6, 7, and 63 registrations
- Insurance license
Personal Life
When he’s not working, Brady enjoys powerlifting and collecting football cards. He currently lives in Hastings, Minnesota.
Fun Facts
- The best piece of advice he’s ever received is, “Don’t get caught wishing for tomorrow, time flies fast enough on its own.”
- If Brady was a superhero, his power would be super-speed to make his commute a lot quicker!
- If he could have a cup of coffee with a celebrity, it would be Tom Brady, his favorite athlete of all time.