
Our Team
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Jill Minette - Financial Planner
Phone: (507) 361-3051
Email: jill.minette@prudential.com
I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. I promise to work tirelessly to help you achieve your goals. I am dedicated to building and maintaining close relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Financial Planner I can help you find solutions to your financial challenges.
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Michele Williams- Office Manager
Phone: (507) 361-3055
Email: michele.williams@prudential.com
I have over 15 years of experience within the financial and customer service fields. I take pride in treating all customers with the same level of respect, courtesy, and attentiveness, regardless of their background or circumstances. I believe all generations should have the opportunity to learn how to save, invest, and manage debt, to ensure all individuals can build a stronger financial foundation. I would be happy to schedule you some time with one of our advisors, even an hour conversation can begin your financial journey.
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Terry George - Financial Planner
Phone: (507) 361-3070
Email: terry.george@prudential.com
I have been a financial advisor since 2004 and hold the designation of CERTIFIED FINANCIAL PLANNER™. I embrace and am held to the principals of the CFP® Board in acting in my client’s best interest.
I also have designations in wealth management and long-term care consultation. I joined Prudential Advisors in 2023 and team with Jill Minette to enhance efficiency and
service delivery. I was a financial advisor with Security Financial Management from November 2018 until June 2023. Prior to that, I was an advisor for 14 years with Ameriprise Financial. I have a master’s degree in management (1998) and bachelor’s degree in microbiology (1989).
I live in Rochester, MN with my wife, Anita and I enjoy sports, weightlifting, and projects where I am either creating, building, or improving. My passion is helping people prepare for their goals and the life they envision. I have experience in wealth management, budgeting, insurance, and tax and estate planning strategies. I previously worked at Mayo Clinic (research) and as a Program Evaluator for Olmsted County, MN.
I am licensed to offer securities and advisory services in the following states: AZ, CO, IL, FL, IA, MN, TN, and WI.