Zephyrus Financial Services




At Zephyrus Financial Services, we utilize the professional connections we have built to offer a comprehensive suite of services designed to help you and your family plan for and dream about your financial future. This includes estate planning and tax specialists. We plan first and invest second, building a strong foundation to help you pursue your individual goals and dreams.    

Our services include: 

Financial Planning Strategies 

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning 
  • Insurance 
  • College Planning 
  • Risk Management 
  • Income Planning 
  • Existing Portfolio Analysis and Advice 
  • Estate Planning 
  • Cash Flow Analysis 
  • Tax Aware Investing


Wealth Management 

We strive to develop a portfolio that produces appropriate diversification based on your individual goals and risk tolerance. We can assist with: 

  • Advisory Accounts 
  • Brokerage Accounts 
  • Mutual Funds 
  • Life and Long-Term Care Insurance 
  • 401(k) and other employer sponsored plans 
  • Third Party Managed Money 


We also help our clients with: 

  • Stocks 
  • Exchange Traded Funds (ETFs) 
  • Government Securities 
  • Alternative Investments 
  • Variable Annuities 
  • Unit Investment Trusts (UITs) 
  • Portfolio Management for Charities and Non-Profit Organizations (for more  information, click here)   

Contact us today to learn more. 





Office:  (320) 234-2501
Toll-Free:  (855) 374-9536
Fax: (320) 234-4426

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Check the background of this investment professional on FINRA's BrokerCheck

Located at: 1610 E Highway 12, Willmar, MN 56201 (320) 231-1118

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC.  Advisory services are offered through Cetera Investment Advisers LLC.  Neither firm is affiliated with the financial institution where investment services are offered.  Investments are:  *Not FDIC/NCUSIF insured *May lose value*Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Privacy Policy and other Important Information.  This site is published for residents of the United States only.  Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every advisor listed.  For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor.  Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.