Lance Wakefield, CLU®, ChFC®, CASL®

Financial Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.


Sherrie K Wakefield

Office 507-625-9400

Sherrie attended Minnesota State University, Mankato and earned a Bachlor of Science degree in Elementary Education.  She was a stay at home mom for 20 years and is currently a FCCLA advisor in her local school district.  Sherrie joined our team in August 2014 as an Administrative Assistant, along with being Lance's wife of 25 years.  They live in Pemberton with their three children, Caitlyn, Kylie and Carter.  Sherrie is an avid reader and camper!  She enjoys spending time with family, friends and her three dogs:  Ricky, Lucy and Sadie. 


Kylie E Wakefield

Office 507-625-9400

Kylie joined the team in 2016 as an Office Assistant.  She is a sophmore at Minnesota State University, Mankato working towards a Bachlor of Science degree in Business Management.  Kylie is a member of Alpha Chi Omega.  Kylie enjoys shopping, golfing, spending time with family and friends, her dog Sadie and working at philanthropic events through her sorority.



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