Francis Investment Counsel Opens New Minneapolis Office
BROOKFIELD, WI, February 18, 2019 -- Francis Investment Counsel, voted PLANSPONSOR Magazine's "Large Team" Retirement Plan Adviser of the Year in 2018, started 2019 with a bang, announcing the opening of a new Minneapolis branch, located at 8530 Eagle Point Boulevard in Lake Elmo, Minnesota.
Joining the Firm as Regional Director is David Mandel. In his role as Vice President - Investment Consultant, Dave will manage the new branch office, servicing new and existing clients while also promoting Francis Investment Counsel's investment consulting and MoneyAdvice@Work® employee financial wellness services.
Dave brings over 15 years of retirement plan investment consulting experience to the Firm, having started his benefits and retirement consulting work with Gardner and White. Most recently, Dave served qualified 401k and 403b plan sponsors as an Area Vice President for Gallagher. Dave shares his expertise freely with the professional community through his membership in multiple local and national associations. He is also actively involved in his community, serving on several municipality boards.
Mandel grew up in Minnesota, earning his degree at the University of Minnesota in the Twin Cities. He is excited to bring the independent and expert retirement plan investment advisory services of Francis Investment Counsel to the Minnesota market.
Says Mandel, "The services we provide to plan sponsors are truly unique in the retirement plan consulting marketplace, and I want to bring that incredible work to more organizations in this community and across the nation. It is up to us to educate plan sponsors on the difference a dedicated, conflict-free investment advisor can make to their retirement benefits."
Mike Francis, President of Francis Investment Counsel, echoes Mandel's enthusiasm for expansion, adding, "We currently serve several Minnesota clients, so the Minneapolis branch is a natural next step in the growth of our Firm. We look to continue that growth, not only in the Midwest region, but also on a national scale."
Established as a Registered Investment Advisor (RIA) in 2004, Francis Investment Counsel's experience and expertise have been on the rise nationally. In addition to being selected PLANSPONSOR's 2018 Retirement Plan Adviser of the Year in the "Large Team" category, the Firm also received its seventh Eddy Award in 2018. The award, presented by Pensions&Investments Magazine, recognizes excellence in participant financial education.
More information at http://www.francisinvco.com
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