Meet Our Team

Life Changes. Wherever you happen to be in life, the RCU Investment & Insurance Team wants to help you fulfill your financial goals. We've been helping Royal Members and their families save and invest since 1992 and work hard to earn your trust and serve you with integrity. We help you make smart investing a way of life, because life changes.

Choose a Professional. Working with a financial professional may help you save more for retirement. Think of a financial professional as your chief financial officer who can help you take a comprehensive and objective view of your finances. Let us demonstrate the difference a committed and conscientious financial consultant can make toward your financial well-being.

Get Personalized Service. Financial plans are not one size fits all. We use our knowledge, experience, and resources to create an investment strategy that helps you pursue your personal goals. Once your strategy is in place, we continue to work with you to regularly review and adjust your plan.

Benefit from our Team. When you choose to work with the RCU Investment & Insurance Team, you gain a team of professionals working on your behalf. You always have someone to call, and when you prefer to meet in person we are conveniently located at Royal offices.

Contact us anytime for a no-obligation financial review


We're ready to serve you. Meet our team of financial professionals:


Eau Claire North Office 

Eau Claire Downtown Office by appointment only.

Kelly France, CFP®, AWMA® LPL Financial Advisor and Melissa Hass-Goettl Assistant


Edina Office 

Apple Valley Office, St. Paul Office, Stillwater Office, Hudson Office, and River Falls Office by appointment only.

Terry Amundson, CFP®, LPL Financial Advisor and Kasey Hornbostel Assistant


Eau Claire South Office 

Eau Claire Southwest Office and Whitehall Office by appointment only.

Gina Gladwell LPL Financial Advisor and Jessica Pocernich Assistant


Eau Claire West Office

Menomonie East Office and Menomonie North Office by appointment only

Scott Sommer LPL Financial Advisor and Renee Wuerch Assistant


New Richmond Office

Osceola Office, Somerset Office and St. Croix Falls Office by appointment only

Matt Casey LPL Financial Advisor and Kasey Hornbostel Assistant


Chippewa Falls South Office

Chippewa Falls Downtown Office, Colby Office and Rice Lake Office by appointment only

Dan Lotts LPL Financial Advisor and Melissa Hass-Goettl Assistant