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 interest in business and then changed his educational career track. Brent started to work part-time in the insurance industry and then began full-time employment at an insurance and wealth management firm in St. Paul, MN. In 2009, Brent’s entrepreneurial vision took heed when he started Rohlik Financial Group, LLC. Rohlik Financial Group specializes in wealth management and family retirement planning as well as corporate plans such as 401(k), 403(b), 457, and 529 plans.
Brent is a Registered Representative with Regulus Financial Group. He holds an Individual Life Insurance Producer License in his home state of Minnesota, as well as non-resident licenses in other states. Brent holds series 6 and 63 licenses and has been in the financial industry since 2000 focusing on sales and management.
Brent and his wife, Abby, reside in Excelsior, MN with their daughter, Cooper and son, Asher. In his free time, Brent enjoys traveling with his family, golfing, attending concerts, and charity events. Brent and his family are proud Christians who strive to serve God in all they do. Brent has a passion for faith-based charities and patriotic foundations. Brent is the co-founder and serves on the Board of Directors for the Front Line Foundation, a MN nonprofit organization that supports law enforcement, firefighters, and first responders. He also is a proud sponsor and team member of 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 15 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 also handles the corporate accounting and completes the duties of the Office Manager at Rohlik Financial Group. Annie enjoys this degree of variety in her position as it allows her to contribute on many levels to the overall success of 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 series 6 and 63 licenses, as well as obtaining her Life, Health and Accident Insurance license in Minnesota.
Annie currently resides in Minneapolis, MN and takes advantage of the close proximity to trendy restaurants. She enjoys attending local concerts with her music producer husband, Christopher. Annie loves spending time with her family especially her adorable nieces and nephews. She also serves on a committee with The Front Line Foundation, a nonprofit organization that supports law enforcement, firefighters, and first responders.
Rachel Stoneberg has over 15 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 educating them on their retirement plans. Rachel holds 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 Woodbury, 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. Rachel serves as a board member for the Front Line Foundation, a MN nonprofit organization that supports law enforcement, firefighters and first responders.
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 obtained the series 6, 63, and 65 licenses.
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 15 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 10 years as a Client Operations Manager before joining Rohlik Financial Group. She holds 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, MN and pursue a career in the financial industry.
Whitney currently resides in Maple Grove, MN 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.
A.J. Natter graduated from the University of Nebraska-Lincoln in December of 2017. He received a degree of Bachelor of Science in Business Administration with majors in Management and Marketing. While at Nebraska, A.J. was a member of the University of Nebraska football team and was an Academic All-Big Ten selection.
A.J. has obtained his Individual Producer License for Life, Accident & Health Insurance as well as his licenses for the series 6, 63, and 65.
A.J. resides in Minnetonka and enjoys the variety of entertainment Minneapolis has to offer. He enjoys golfing, attending sporting events, discovering new places to eat, and is an avid outdoorsman.
Heather Feikema graduated from Bethel University in 1998. After 17 years of employment with the State of Minnesota, Heather joined the Rohlik Financial Group team in 2019. Heather enjoys taking on tasks and projects of any type with her ultimate goal to ensure the rest of the RFG team has the assistance they need to allow them to focus exclusively on the needs of our clients.
Heather currently resides in Hastings, MN with her husband Chad. Chad teaches and coaches at Hastings High School. Heather and Chad also have two amazing college-aged daughters and a household full of pets.
Suzanne Holt, CFP®, APMA®, BFA®, CLTC® has twenty-five years of experience in financial services. Her specialty is comprehensive financial planning for families and individuals who want to actively establish and work toward achieving their future financial goals.
Suzanne graduated with honors from the University of Northwestern - St. Paul in 1996. She started her career at Merrill Lynch shortly after graduation. She's worked with a variety of individuals, families, and corporations in her 25 years in the industry.
Suzanne is an Individual Life Insurance Producer in her home state of Minnesota. Her passion is comprehensive financial planning, so after obtaining her series 6, 7, 63, and 65 licenses, Suzanne obtained a Certificate in Personal Financial Planning from the Metropolitan State College of Denver in 2001. She then passed the exam to become a CERTIFIED FINANCIAL PLANNER™ Practitioner. In 2016, Suzanne undertook advanced education in the area of values-based planning and completed the coursework to become a Behavioral Financial Advisor. Suzanne considers protection planning an important part of comprehensive financial planning, so in 2018 she completed the coursework to become Certified in Long Term Care (CLTC®). In 2020, Suzanne decided to further her investment knowledge by becoming an Accredited Portfolio Management AdvisorSM.
Suzanne and her husband Curt reside in Lino Lakes, Minnesota with their two teenage sons. In her free time, Suzanne enjoys planning travel adventures for her family, attending concerts, and spending time in northern Minnesota with her family.