Peter Thaldorf
Peter Thaldorf, Principal of The Retirement Asset Management Group, is driven to help people plan for their monumental life events. What inspired Peter to get into the financial industry was his passion for helping families fund their children’s college education.
He currently holds his Life Insurance license and Series 65 investment registration. For over 10 years, Peter has specialized in retirement income planning, asset-based long-term care, taxes in retirement planning and legacy planning.
The Retirement Asset Management Group, separates itself from the rest by working with a top third-party money manager and using an investment approach that is grounded by economic theory and backed by decades of empirical research. Peter’s independent status allows him to locate the best outside resources and products that best suit each client. When Peter is making recommendations for his clients, his only criteria is making sure he always has the client’s best interest in mind. His goal is to have his clients living comfortably without prematurely depleting their funds.
Peter resides in Eagan, Minnesota with his wife, Darla. Peter and Darla have been married for over 39 years and share three children, Leah, Luke and Daniel. In 2020, Peter and Darla were promoted twice by welcoming two grandsons into the Thaldorf family. Peter was born in Winona, Minnesota and raised in Cochrane, Wisconsin. What Peter is most passionate about is his faith, family and both his and his client’s finances. Peter takes pride in maintaining a healthy lifestyle through staying active and eating right. He loves all sports, especially playing golf when the weather permits. He is an active member of his local church and Worklight.
Schedule a Meeting
Tom Stoltman
Tom is a native Minnesotan, born and raised in Minneapolis, and a graduate of the University of Minnesota with a Bachelor of Science degree in Business. His career in the financial services business started in 1975.
He's been involved in retirement planning for both businesses and individuals for over twenty years. Tom strives to educate his clients so they're not exposing their assets and portfolios to excessive risk. His focus is on helping people transition from the accumulation phase of their lives to the distribution phase. It's an area where he has extensive experience and expertise and has been accomplishing all of this both effectively and efficiently.
He and his wife Mary have been married for over 40 years, and have resided in Edina, MN for most of their married lives, and have been active in the community. Their two daughters and their families live in the Twin Cities area. When he isn't spending time with his family he enjoys reading and anything sports related.
Schedule a Meeting