Brent Rohlik has extensive training and widespread knowledge in insurance and investment products. He has many years of experience working with corporations, non-profit organizations and individual investors.
Brent graduated in December 2003 from the University of Northwestern in Roseville, MN with a Bachelor of Science Degree in Business. During his time at Northwestern, Brent learned about the value of teamwork and communication through playing varsity baseball and football. Because of this passion, he first began his educational career pursuing Physical Education. But soon after, he realized his knowledge and interest in business and then changed his educational career track to business. Brent started to work part-time in the insurance industry and then began full-time employment at Benefit Designers, Inc. In 2009, Brent’s entrepreneurial vision took heed when he started Rohlik Financial Group, LLC. Rohlik Financial Group has been managing benefit plans for many companies, focusing mainly on the healthcare industry. Rohlik Financial Group specializes in 401(k), 403(b), 457, and 529 plans, as well as individual insurance, brokerage accounts, IRA’s and other investment needs.
Brent is a Registered Representative with Regulus Advisors. He holds an Individual Life Insurance Producer License in his home state of Minnesota, as well as non-resident licenses in other states. Brent has FINRA certifications series 6 and 63 and has been in the financial industry since 2000 focusing on sales and management.
Brent and his wife reside in Minneapolis with their fun-loving daughter. In his free time, Brent enjoys traveling with his family, golfing, attending concerts and charity events. He also is a proud sponsor and fierce competitor on the Minnesota State Champion RFG fast-pitch softball team.
Annie Furst has been with Rohlik Financial Group since the beginning in 2009. She has over 10 years of experience in the financial and retirement industry. Annie serves as a main contact for high profile individual clients and assists in the day-to-day maintenance of their accounts. She is also responsible for the service and maintenance of 457(f) Deferred Compensation Plans. Annie handles the corporate accounting and completes the duties of the Office Manager at Rohlik Financial Group.
Annie graduated with honors from North Central University in 2005 with a Bachelor of Science Degree in Business Administration. After several years in the field, she decided to further her education and leadership skills by obtaining a Master’s Degree in Organizational Leadership from Bethel University. Annie has earned FINRA series 6 and 63 licenses, as well as obtaining her Life, Health and Accident Insurance license in Minnesota.
Annie currently resides in Minneapolis and takes advantage of the close proximity to trendy restaurants. She enjoys attending local concerts with her music producer husband, Christopher. She loves spending time with her family especially her adorable nieces and nephews.
Rachel Stoneberg has over 10 years of experience with insurance and investment products. Her current role includes serving as point person for all Group Retirement and Benefit Plans. Rachel enjoys interacting with clients and takes a special interest in helping them understand their retirement plans and achieve their retirement goals. She previously held the Director of Retirement Services position at Benefit Designers, Inc. in St. Paul, MN. Rachel holds FINRA series 7 and 63 registrations and is licensed in Minnesota for Life, Accident & Health Insurance.
Rachel attended the University of St. Thomas in St. Paul, MN from 2001 – 2005. She graduated Magna Cum Laude with a Bachelor of Arts Degree in Communication Studies and a minor in Spanish. She was also a 4-year member of the St. Thomas Women’s Varsity Hockey team and was honored to serve as Team Captain during her senior season. Rachel remains active in the UST alumni community.
Rachel resides in Inver Grove Heights, MN with her husband Eric and daughters Lucy and Olivia. In her free time, she participates as a player/manager in the Women’s Hockey Association of Minnesota. She also stays active playing softball and golf and enjoys spending time with family and friends.
Andy Irlbeck graduated from Southwest Minnesota State University in 2000 with a Bachelor of Science Degree in Business Management. After several years in the logistics and information technology fields, Andy joined Rohlik Financial Group where he enjoys helping clients plan for their financial future.
Andy obtained his Individual Producer License for Life, Accident & Health Insurance in 2006 and has also completed FINRA certifications for the series 6 and 63.
Andy currently resides in Eagan, MN and enjoys spending time with his family and friends. In his free time, you will find him golfing, hiking, or attending a local sporting event.
Over the last 11 years, Whitney has excelled in client relations and brings an exceptional customer care reputation to the Rohlik Financial team. Whitney has been working in the financial and insurance industry for over 7 years as a Client Operations Manager for Benefit Designers, LLC before joining Rohlik Financial Group. She holds FINRA’s series 6 and 63 licenses, as well as Life, Health and Accident Insurance licensure through the State of Minnesota.
Whitney has a Bachelor of Business Administration degree from Loyola University Chicago’s Quinlan School of Business in Marketing and International Business. During her studies, she attended Loyola’s John Felice Rome Center in Rome, Italy where she lived for a short period of time. After graduation, Whitney decided to return home to Saint Paul, Minnesota and pursue a career in the financial industry.
Whitney currently resides in Maple Grove, Minnesota with her husband, Josh and two children. She enjoys running, spending time with her family and friends and traveling to places both new and old.