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 personalized 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:

 Operations Center

Kelly's primary office for servicing her existing clients by appointment is the  Operations Center

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



Eau Claire West Office

Scott's primary office is the Eau Claire West Office. He is also available by appointment at the Menomonie East Office, Menomonie North Office, and Whitehall Office.


Scott Sommer LPL Financial Advisor and Kyle Brill Relationship Specialist

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

Dan's primary office is the Chippewa Falls South. He is also available by appointment at the Chippewa Falls Downtown, Corporate Center and Rice Lake.

Dan Lotts LPL Financial Advisor and Melissa Hass-Goettl Assistant


 Eau Claire South

Todd's primary office is the Eau Claire South Office. He is also available by appointment at the Eau Claire Southwest Office, Eau Claire Downtown Office, Colby Office, Medford Office and Altoona.

Todd Kamenick LPL Financial Advisor

Twin City Offices

John's primary office is the Edina Office. He is also available by appointment at Apple Valley, Hudson, Hugo, Inver Grove Heights, River Falls, St. Paul, Stillwater, and White Bear Lake.

John Jordan LPL Financial Advisor