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Meet the Team

Brent Rohlik Photo
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Brent Rohlik

CEO

Brent Rohlik has extensive training and widespread knowledge in insurance and investment products. He has over 20 years of experience working with corporations, non-profit organizations, and individual investors. Brent has a Bachelor of Science degree in Business from the University of Northwestern—St. Paul in Minnesota.

Brent is a Registered Representative with Cetera Advisor Networks. 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 security registrations 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.

Suzanne Holt, CFP®, APMA®, BFA®, CLTC®  Photo
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Suzanne Holt, CFP®, APMA®, BFA®, CLTC®

Senior Wealth Manager

Suzanne graduated with honors from the University of Northwestern—St. Paul. She has more than 25 years of experience in the financial services industry, with a specialty in comprehensive financial planning and wealth management for families and individuals.

She is an Individual Life Insurance Producer in Minnesota. Suzanne’s passion is comprehensive financial planning, so after obtaining her series 6, 7, 63, and 65 security registration, 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™. 

In 2016, Suzanne undertook advanced education in the area of values-based planning and completed the coursework to become a Behavioral Financial Advisor. She is also Certified in Long Term Care (CLTC®) and became an Accredited Portfolio Management Advisor℠ .

Suzanne and her husband live in the north metro of the Twin Cities with their two sons. In her free time, she enjoys planning traveling adventures for her family, attending concerts, and spending time in northern Minnesota with her family. 


Andre Irlbeck Photo
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Andre Irlbeck

Financial Advisor

Andre Irlbeck graduated from Southwest State University in 2000 with a Bachelor of Science degree in Business Management. Andre enjoys the analytical nature of the business, which allows him to research financial data and develop solutions to benefit clients. 

He obtained his Individual Producer License for Life, Accident & Health Insurance in 2006 and holds security registrations 6, 63, and 65.

In his free time, Andre enjoys spending time with his family and friends, as well as being outdoors, golfing, hiking, traveling, and attending concerts and sporting events.


Rachel Stoneberg Photo
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Rachel Stoneberg

Senior Director of Retirement Services

Rachel Stoneberg graduated Magna Cum Laude from the University of St. Thomas with a Bachelor of Arts degree in Communication Studies and a minor in Spanish. She has more than 15 years of experience in the retirement field.

She takes an active approach in expanding her knowledge by attending various educational conferences and seminars, which helps her to stay updated on the latest information and resources that serve our clients well.

Rachel holds series 7 and 63 registrations and is licensed in Minnesota for Life, Accident & Health Insurance.

Rachel lives in a suburb of St. Paul and is married and has two daughters. In her free time, she participates as a player/manager in the Women’s Hockey Association of Minnesota.

Annie Furst, MAOL Photo
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Annie Furst, MAOL

Director, Operations

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 values the relational aspect of helping clients and strives to provide exceptional service.  Annie also handles the corporate accounting and completes the duties of Office Manager at Rohlik Financial Group.  Annie implemented vital organizational resources such as a VoIP Phone System and Customer Relationship Management System helping to streamline our service capabilities.  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’s educational pursuits have equipped her to succeed in her leadership role and creates a competitive advantage for Rohlik Financial Group.  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 Ramsey, MN with her husband, Christopher, and enjoys living outside of the city.  She adores her two Boston Terriers, Blu and Bean.  Annie loves spending time with her family especially her nieces and nephews.  

Camila Wichterman Photo
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Camila Wichterman

Senior Executive Assistant

Camila Wichterman joined Rohlik Financial Group in 2023. She has two years of experience in Human Resources and has assisted many employees in their retirement journey at her previous employers. Camila is continually learning and excited to be working in the Financial Industry. At Rohlik Financial Group, Camila is the Senior Executive Assistant to Brent Rohlik and Suzanne Holt. Camila strives to serve with a servant forward attitude. Camila also strives to be honest and kind in everything she does. In addition to assisting the team, Camila also assists in the day-to-day operation of the office as the Office Manager.

Camila graduated from Cornell University with her Human Resources Essentials Certificate in 2023 with a 4.0. Camila also has experience as a Volunteer Teacher’s Assistant and was a Sunday School Teacher at Westwood Community Church in 2020. Camila’s human resources and teaching experiences have enhanced her ability to be a great student and asset to the team.

Camila is a proud Christian; she is passionate about following Jesus and the word of God. In her free time, she enjoys spending time with her family and friends. Her hobbies include cooking, painting, and ceramics. She enjoys creating miniature pottery. A fun fact about Camila is, she is a cat lover, and owns an orange tabby cat named Squilliam.

Palmer Klaas, CFP® Photo
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Palmer Klaas, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

Palmer has worked in the insurance and financial services industry for over 40 years.  Palmer has earned series 7, 24, and 63 and obtained his Individual Producer License for Life, Accident, & Health Insurance in Illinois and Wisconsin.  Palmer is also a CERTIFIED FINANCIAL PLANNER™ Practitioner.  As a seasoned veteran, he sold his investment securities business to Rohlik Financial Group in early 2019 and now enjoys a retirement education role within our team working out of our Rockford, IL office.  Palmer receives great satisfaction building relationships and equipping clients with the necessary tools for success.  

Palmer resides in Rockford, IL with his wife of over 42 years, Jan.  They have two daughters and enjoy traveling to visit their family and 5 grandchildren in Florida and Texas. Palmer enjoys golfing, hunting, fishing, and reading.  He serves on the Board of Directors for a local retirement home and volunteers with Fellowship Christian Athletes mentoring wrestling coaches.

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