Lakes Area Group
Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that we are working to preserve and advance your wealth for you and your family.
Brett Maloney, CFP®
Financial Advisor
Brett Maloney, CFP®
BMALONEY@FOCUSFINANCIAL.COM
As an independent financial advisor, Brett believes in the importance of finding answers for his clients individualized needs. Every person has a unique financial situation, and therefore, should be treated as such. Dedicated towards building relationships and leveraging the latest technology, Brett is committed to understanding every client’s personal financial situation and creating a strategy that meets the needs of their changing life.
Brett was born and raised in Alexandria, Minnesota. He graduated from South Dakota State University with a Bachelor’s Degree in Business Economics and commissioned as an officer into the United States Air Force. He served three years abroad in England and also acquired a Master’s Degree in International Relations from the University of Oklahoma. After his honorable discharge from military service, Brett felt that becoming a financial advisor still allowed him to follow his passion for serving others. Away from work he enjoys hunting and fishing, watching and playing sports, and traveling with his wife.
Brian Fleming, CFP®
Financial Advisor
Brian Fleming, CFP®
bfleming@FOCUSFINANCIAL.COM
Brian has been in the financial industry since 1999. He has been a CERTIFIED FINANCIAL PLANNERTM professional since 2007, and a Chartered Life Underwriter since 2004. He is a member of the National Association of Insurance and Financial Advisors and currently serves on the Minnesota state board. Brian graduated from Carleton College in 1999 with a BA degree in Geology.
Since starting in the financial industry, Brian has focused on building long term relationships with his clients. He devotes time with each client to determine their goals and dreams, looking both at the big picture and the fine details. Brian is committed to providing excellent service for every client and their families.
In his free time Brian enjoys volunteering in Boy Scouts, the Andria Theatre, Sertoma, Rotary, and Lions. He also enjoys hiking, camping, skiing, traveling, and time with his children.
Anne Kivisto
Assistant to Brian Fleming
Anne Kivisto
akivisto@focusfinancial.com
Anne Kivisto joined Lakes Area Group in 2014 as Brian Fleming's Office Manager. Anne handles appointment setting, review preparation, account opening and follow up, as well as event planning.
Anne and her husband Michael moved to the Alexandria area in 2010 for his job with 3M. They have 2 sons, one daughter in law, and 2 cats. Time away from the office involves spending time with friends and family, kayaking the area lakes, cooking, reading and sewing.
