Our Team

Our Team

Schluchter Investment Advisors is an investment advisory firm, locally owned and operated, with headquarters in St. Cloud, Minnesota. Together, we have more than 125 years of combined investment industry experience. Currently, we manage individual, retirement, and corporate accounts.

Wayne Schluchter

Chief Executive Officer/Investment Executive

Honesty, Integrity, Common Sense

"The best investment and portfolio advice begins with the right relationship."

Wayne leads a team of financial advisors who are knowledgeable, personally committed, and focused on providing financial solutions tailored to client needs. Wayne understands that as clients' lives change, their priorities and goals may evolve, requiring new financial plans.

Specializing in providing comprehensive wealth management services, Wayne's emphasis is on helping clients grow, protect, and preserve their wealth. He realizes that in today's volatile market, the advice of a trusted professional is more valuable than ever. Wayne takes the time to understand each client's financial objectives, risk tolerance, and future financial goals to help determine the correct plan. Individualized attention creates a strong bond and sense of trust between Wayne and his clients. This is a distinguishing component of an investment relationship with Schluchter Investment Advisors.

Wayne graduated from North Dakota State University in 1982 with a degree in business administration. He has more than 25 years of experience in the financial services industry, including a decade with Dain Bosworth.

Wayne lives in St. Cloud with his wife, Juli, and their son, Isaac. Wayne shares his time and talent in several organizations, including St. Cloud Rotary Club, North Dakota State University Alumni Association, the Central Minnesota Community Foundation, and as a coach for the St. Cloud Tech High School varsity football program.

Leaders_seal
 

Wayne Schluchter is proud to have been recognized as a Leaders Level advisor for 2016—a distinction based on annual production attained by just 10 percent of advisors affiliated with Commonwealth Financial Network®.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Jeffrey Voit

Partner/Investment Executive

Honesty, Integrity, Common Sense

"It's an honor to have the trust of my clients and to work with them to help achieve their financial goals."

Focused on understanding the needs and goals of his clients, Jeff believes that clients deserve a caring, competent advisor who delivers service with unwavering standards of integrity. Jeff joined Schluchter Investment Advisors in 1999 and has more than 20 years of experience in the financial services industry. He firmly believes that understanding each customer's objective, time frame, and financial condition is the only way to create a plan that truly reflects his or her individual needs. Investment plans are implemented through the assessment of clients goals and risk tolerance, customizing an asset allocation model, selecting individual securities or professional money managers, and then monitoring and reporting investment performance. Depending on the client's needs, alternative investment strategies may be used. Managing risk and cash flow for his clients is an essential part of Jeff's practice.

Jeff graduated from St. Cloud State University in 1993 with a degree in finance. 

Jeff lives in Sauk Rapids with his wife, Michelle, and their three daughters. He is active in numerous local organizations, including as past president of the Downtown Kiwanis Club, as a current trustee for Sacred Heart Catholic Church in Sauk Rapids, and as a youth basketball coach with St. Cloud Area Basketball Association.

Vista_seal
 

Jeffrey Voit is proud to have been recognized as a Vista Club advisor for 2016—a distinction based on annual production that places him among the top 29 percent of advisors affiliated with Commonwealth Financial Network®.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Kim Thyen Nies

Partner/Chief Operations Officer

Honesty, Integrity, Common Sense

"We have built a strong team of talented professionals who build off each other’s strengths. We maintain strong valued relationships with a wonderful group of clients. I adore our clients and think they make my job enjoyable."

Impressively, Kim has 20 years of experience in the finance industry. Kim is a partner in the firm, as well as the chief operations officer. Kim attended Concordia College and graduated magna cum laude from St. Cloud State University with a degree in communications. She holds her FINRA Series 7 securities registration through Commonwealth Financial Network®, as well as her insurance license. Clients benefit from her experience, and her attention to detail and follow-through are top notch.

Kim and her husband, Jason, live in Sartell with their four children, MacKenzie, Tristen, Mitiku, and Genet. Kim is passionate about spending time with her family and participating in her kids' activities.

Kim volunteers and supports many important projects at church, her children’s schools, Kids Fighting Hunger, Place of Hope, Catholic Charities, and ROOTS Ethiopia. Kim is willing to lend a hand to anyone in need. Her spirit of giving and philanthropy spill over into our firm. Kim is strong, enthusiastic, and seasoned in her field.

Cindy Lanoue-Sauer

Investment Executive

Honesty, Integrity, Common Sense

“I want my clients to feel comfortable, to be conversational with me. Talking about your money can be scary, but I don’t want people to feel intimidated. I try to be a sounding board for ideas and advice and understand each person’s individual needs. That friendly relationship is very important to me.”

For Cindy, relationships are what make a business. Wherever you are in life, Cindy can create a customized investment plan to help you save for retirement, manage your wealth, and plan for your financial future. Managing money might sound like an impersonal job, but for Cindy, helping plan for the future allows her to form close relationships with her clients. To help them feel comfortable looking ahead to retirement and deciding how to invest their wealth, Cindy has learned how to manage both a professional relationship and a friendship with her clients.

Cindy says one of her biggest challenges is helping her clients to feel secure in their futures and make the best decisions by looking at every option objectively. This takes someone with both experience in the investment industry and an understanding touch. With more than 20 years in the investment business and compassion for her clients, Cindy helps reassure those who might be hesitant about looking into investment options.

Specializing in retirement planning and qualified retirement plan rollovers, Cindy feels it is important to protect clients from outliving their investments. She is a valuable resource to clients of all ages and is ready to help them plan a sound financial future.

Cindy has been with Schluchter Investment Advisors since 2000.

Cindy lives in St. Cloud with her husband, Steve, and has two adult children. Cindy loves spending time with her family and enjoying time together out on the lake.

Cindy is a dynamic member of the St. Cloud community and is generous with volunteering her time and talents. She is a member of the Forum of Executive Women (FEW) and an active Granite Rotary Club member. Cindy also volunteers with the Financial Literacy Program and her church.

Alexander Coulter

Investment Executive

Honesty, Integrity, Common Sense

“My focus is designing an investment strategy that creates a relationship of trust with my clients as I work to protect and manage their investments. If I can help my clients spend more time with their families and less time worrying about money, I feel like I am doing my job.”

Alex, a native of St. Cloud, Minnesota, joined Schluchter Investment Advisors in July 2013. He graduated summa cum laude from Winona State University with a degree in finance.

Alex has a passion for assisting younger clients who are just beginning their financial journey and takes pride in walking them through each piece of the financial planning process in a clear and strategic manner. He enjoys helping clients reflect on their dreams and goals and then finding them the right tools and strategy to achieve them.

Alex enjoys working with mutual insurance companies and understands the important role our clients play in the mutual insurance industry. With Schluchter Investment Advisors' experience of working with more than half of Minnesota’s mutual insurance companies, he can offer a time-tested process to simplify the role of board members and the responsibility they have to the policyholders of their company.

As a former team captain of the Winona State football team and recipient of the Dr. William Britton Scholar-Athlete Award for Academic Excellence, Alex has developed excellent team and leadership qualities, which have helped him serve his clients across a wide spectrum of services while developing enduring relationships of mutual trust.

When he is not actively engaged in business or industry study, Alex enjoys spending his time with his wife, Paige. They live in Sartell, Minnesota, and enjoy traveling, hiking, golfing, and checking out local eateries.

Theresa Hermanson

Chief Compliance Officer

Honesty, Integrity, Common Sense

Terri’s attention to detail and timeliness make her one of the best. In her role as chief compliance officer, Terri is responsible for the firm's compliance policies and procedures, as well as monitoring industry rules and regulations.

Her knowledge and experience make her an excellent resource for answering our clients' service-related questions. She is an integral part of helping to ensure that each client has the best possible experience with our firm. Terri is an excellent point of contact for clients with inquiries about their current and past financial transactions, as well as for handling any account-related questions.

Terri brings more than 20 years of industry experience to Schluchter Investment Advisors. Previously, Terri worked in sales and marketing with PrimeVest Financial Services. In 2000, Terri joined Schluchter Investment Advisors as an investment executive service assistant, compliance officer, and branch manager.

Terri earned a BA in psychology from St. Cloud State University with a business emphasis. Terri holds the FINRA Series 4, 7, 24, 53, 63, and 65 securities registrations through Commonwealth Financial Network®.

More than anything, Terri enjoys spending time with her family, including her two children and three granddaughters. Terri volunteers at many of her granddaughters’ school activities and at Catholic Charities. She is an active member of her church. Her other interests include knitting, crocheting, and reading. She also enjoys getting away to the family cabin.

Janet Townsend McConkey

Director of Marketing and Communications

Honesty, Integrity, Common Sense

Janet joined Schluchter Investment Advisors in 2013. Janet is one of the friendly voices you hear when you call Schluchter Investment Advisors. She plays a key role in providing our clients with a seamless experience when they call into the office, and she ensures that their wealth management plan objectives are carried out to an efficient and positive outcome.

Her primary responsibilities include the planning, development, and implementation of all of the organization’s marketing strategies, marketing communications, and public relations activities, both external and internal. She oversees the development and implementation of support materials and services for our financial advisors in the area of marketing, communications, and public relations.

Janet comes to us from the nonprofit sector. Prior to joining Schluchter Investment Advisors, she served as the scholarships and grant administrator at the Central Minnesota Community Foundation and as the executive director of Kids Fighting Hunger of Central Minnesota.

Janet graduated from the University of Northwestern with a degree in business and from Bethel University, magna cum laude, with a master's in theological studies.

When Janet is not at the office, she enjoys quality time with her husband and her three adult children. In her ------WebKitFormBoundarykpOEPvdARlluH6Qx Content-Disposition: form-data; name="title" Our Team

John David Fandel

Director of Document Security/Shredding

Schluchter Investment Advisors is proud to support WACOSA, which provides individuals with disabilities the opportunity to work and live in our community. Individuals of all abilities are empowered to reach their full potential. 

Our office is proud to employ WACOSA employee John David (JD) Fandel as our document shredder. JD works two afternoons per week and is a valued member of our team. JD contributes his many talents and abilities to ensure that our documents are shredded properly.