About

JOE NELSON, CERTIFIED FINANCIAL PLANNER™, serves as President with Advanced Retirement Resources. For over a decade Joe has worked with the Advanced Retirement team collaboratively designing and implementing portfolio and distribution strategies for clients pursuing their retirement goals.

Joe is a shareholder in AdvisorNet Financial, a registered investment advisory firm in Minneapolis, MN. He and his wife, Deanna, live in Nowthen with their three children.

Professional Involvement and Background

Current Member:

• Minnesota Chapter of the Financial Planning Association
• Financial Planning Association
• Investment Management Consultants Association

Education

• Bethel University (2000-03) – BA Business (Finance)
• Minnesota State Mankato (2004-05) – CFP Professional Education Program

How did you get started in financial planning?

Early in college I realized I wanted to go into financial planning. Paul had helped my grandparents for years so I approached him about doing an internship. I saw how diligently he worked and how passionately he cared. It quickly became clear we had similar values, complimented each other and made a great team.

What motivates you to help people plan for their retirement?

Without an effective strategy, I believe it’s difficult, if not impossible, to achieve your long-term investment goals. That’s why I feel so passionate about what we do for our clients.

At the end of the day what do you find most satisfying about your work?

So many people go through their careers doing ‘thankless’ work. I’m privileged to do work that’s appreciated. The past 10-12 years have been pretty scary at times, especially for retirees. But the scarier things get, I feel the more appreciative people are for our knowledge. It’s extremely satisfying.

• Buena Vista University (2005-07)
• Briar Cliff University (2007-10) - BA Education
• Liberty University (2014-17) - MBA Business Admin

Background and Experience

LISA TIENTER joined Advanced Retirement Resources in October of 2020 as a Client Service Associate. Lisa brings over 20 years of considerable experience in the financial and banking industry, along with a strong commitment to client and customer service.

Lisa began her career in mortgage in 1982 at Banco Mortgage Company, now known as Wells Fargo, for 15 years. She joined US Bank in 1997 as an Administrative Work Coordinator for 2 years and then moved over to the Investment Area as an Investment Management Associate for 9 years and then as a Trust Advisor Associate for 9 years. Lisa’s primary responsibilities are taking care of client’s service needs including account opening and documentation, scheduling and assisting with questions and concerns.

Away from the office

Lisa enjoys walking with her transistor radio playing, reading and working out in the yard.

Pamela Johnson, RETIREMENT OPTIONS CERTIFIED COACH, is owner and founder of The Second Half.  In over 30 years, Pam has developed an extensive specialization in life transitions with a particular focus on preparing for and navigating the second half of life. 
 
Pam received her M.A. in counseling psychology from Wheaton College Graduate School.  Additionally, she completed the intensive clinical training program at the Brief Family Therapy Center of the Wisconsin Institute on Family Studies and has been an adjunct faculty member at Trinity International University Graduate School.  Pam is a Licensed Marriage and Family Therapist and a Clinical Member of the American Association for Marriage and Family Therapy.
 
Pam is married with 2 adult daughters.  An avid pickleball player, she is happiest on a certain lake in the north woods of Wisconsin.

Current member:

• American Association for Marriage and Family Therapy

Education

• Evangel University (1980-83)
• Wheaton College Graduate School (1983-85)

How did you get started in retirement coaching?

Paul and Jann Stein have been dear friends for 30+ years.  Paul and I began to have conversations about how, in addition to the financial aspects, there is much to navigate as people retire.  I address second half of life themes quite extensively in my marriage and family therapy practice so becoming a certified retirement coach was a natural next step.

What is one thing about the “second half” that people should know?

By the second half we have resources of great value - experience and wisdom. The second half can be a time where we share these resources, positively impacting lives and creating a legacy that continues.

What is the best advice you’ve been given?

Seek first to understand and then to be understood.

Where is your happy place?

At our cabin on a lake in Wisconsin.  I can usually be found on the boat, where I am often referred to as “Captain Pam”.