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Jonathan D. Kreps | CERTIFIED FINANCIAL PLANNER, Investment Advisor Representative, CEO

Jonathan Kreps is the CEO of J.D. Kreps Financial Group, Inc.

A passion for helping people achieve their financial goals led Jon to establish J.D. Kreps Financial Group in 1999. The seeds of the firm, however, were sowed by Jon more than 20 years earlier as a boy growing up in Willmar, Minn. (See Jonathan’s Story).

In 2010, Jon completed the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER practitioner, the recognized standard of excellence for personal financial planning. As a CFP®, Jon has extensive knowledge of estate, tax and retirement planning, as well as investments* and the preservation of assets.

Jon is community-minded and is currently serving on the Rice Health Foundation Board of Directors. He is also President of the Community Christian School Board, a former board member of the Willmar Lakes Area Chamber of Commerce (WLACC), and a past president and chair of the board of the Willmar Sertoma Club.

Jon attended Community Christian School in Willmar through sixth grade and graduated from Willmar High School. He holds a bachelor’s degree in finance from St. Cloud State University.

Jon resides in Willmar with his wife, Leah, and their five children, Colten, Clay, Jack, Kallie, and Lydia.

Jon has a Series 6, 63, 7, and 65 and is registered in Alabama, California, Colorado, Florida, Iowa, Michigan, Minnesota, North Carolina, North Dakota, South Dakota, Texas, and Utah. He is insurance licensed in Iowa, Michigan, Minnesota, North Dakota, South Dakota, Texas, Utah, and Virginia.

Contact Jon at jon@jdkreps.com

Todd Ahrenholz | CERTIFIED FINANCIAL PLANNER 

Todd Ahrenholz is a CERTIFIED FINANCIAL PLANNER and Investment Advisory Representative for SagePoint Financial, Inc.

In 2013, Todd completed the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER practitioner, the recognized standard of excellence for personal financial planning. As a CFP®, Todd has extensive knowledge of estate, tax and retirement planning, as well as investments* and the preservation of assets.

He grew up in Clara City, MN and graduated from Clara City High School. Todd has a degree in Mass Communications from North Central University. Prior to joining the firm in 2009, Todd spent five years working with group retirement plans.

Todd meets with clients regularly and is responsible for the day-to-day coordination of processes on client accounts with and is key in making sure all aspects of the plan gets executed as agreed upon. He has an in-depth knowledge of each client’s file and the status of any activities.

Todd has a Series 66 and 7 and is currently licensed in Minnesota and Iowa. He and his wife, Nici, live in Willmar with their boys, Teddy and Hank. He is a former board member of the Willmar Sertoma Club and the Foreign Missions Board at Willmar Assembly of God church.

Contact Todd at todd@jdkreps.com

Scott Kragh | CERTIFIED FINANCIAL PLANNER 

Scott Kragh is a CERTIFIED FINANCIAL PLANNER with SagePoint Financial, Inc. He grew up in Willmar and graduated from Willmar Senior High School. Scott has a Business degree from St. Cloud State University. Scott moved back to Willmar from the Twin Cities in October of 2013 with his wife Amber to raise their family. They have a son Ian, who was born in September of 2013 and a daughter Joanna who was born in November of 2016.

Scott meets with clients regularly and is responsible for the day-to-day coordination of processes on client accounts with and is key in making sure all aspects of the plan gets executed as agreed upon. As a CFP®, Scott has knowledge in Retirement Planning, Income Tax Planning, Estate Planning, Investment Management & Insurance Protection.

Scott also has a Series 66 and Series 7 and is currently licensed in Minnesota.

Scott and his wife, Amber, live in Willmar with their two children, Ian & Joanna.

Contact Scott Kragh at scottkragh@jdkreps.com

Tanya Mayhew | Registered Assistant

Tanya Mayhew is a Registered Assistant with SagePoint Financial, Inc. She grew up in East Bethel, MN and graduated from Forest Lake High School in Forest Lake, MN. Tanya holds a Bachelors Degree from Mankato State University. Tanya had seven years of experience in financial services prior to joining the firm in 2004.

In Tanya’s role as Registered Assistant, she is responsible for the day-to-day coordination of processes on client accounts with and is key in making sure all aspects of the plan gets executed as agreed upon. Registered Assistants have in-depth knowledge of each client’s file and the status of any activities. Tanya also does the preparation and service work on the retirement plans J.D. Kreps Financial Group manages.

Tanya is Series 63, 65, and 7 Registered with SagePoint Financial Inc., as well as MN Insurance Licensed in Life, Health, and Disability. She and her husband, Guy, live in New London with their daughters, Sienna and Amelia.

Contact Tanya at tanya@jdkreps.com

Scott Lundy | Registered Assistant

Scott Lundy is a Registered Assistant with SagePoint Financial, Inc. He grew up in Clarkfield, MN and graduated from Clarkfield High School. Scott has a Business Administration degree from Concordia College in Moorhead, MN. Scott has four years of experience in financial services prior to joining the firm in 2010.

In Scott’s role as Registered Assistant, he is responsible for the day-to-day coordination of processes on client accounts with and is key in making sure all aspects of the plan gets executed as agreed upon. Registered Assistants have in-depth knowledge of each client’s file and the status of any activities.

Scott has a Series 66 and 7, Registered with SagePoint Financial Inc., as well as an Insurance License. He and his wife, Tracy, live in Willmar with their four children, Ally, Paige, Lucas and Reese.

Contact Scott Lundy at scott@jdkreps.com

Heidi Gorans | Office Manager

Heidi Gorans is the Office Manager at J. D. Kreps Financial Group, Inc. She grew up in Willmar, MN and graduated from Willmar Senior High School. Heidi has attended both Moorhead State University in Moorhead, MN and Ridgewater College in Willmar, MN. Heidi has been a part of J.D. Kreps Financial Group since 2000.

In Heidi’s role as Office Manager, she is responsible for the day-to-day functioning of the office as a whole. Her duties range from ordering office supplies, filing, compliance, licensing, registration, scheduling, ordering and tracking life insurance applications and transfers, and all of the bookkeeping for the firm. If it is going on at J. D. Kreps Financial Group, Heidi is involved on some level.

Heidi and her husband, Matt, live in Willmar with their son, Jordan, and daughter, Ryah.

Contact Heidi at heidi@jdkreps.com

 

Heidi  Gorans  is not registered with Sagepoint Financial, Inc.