Originally from Owatonna, MN, Jim is a Summa Cum Laude graduate of Mankato State University. Jim specializes in the areas of employer retirement plans and individual financial planning and has more than 20 years of executive business experience.
Prior to joining Excel Financial, Jim was a Senior Vice President with ACS, Inc., a Fortune 500 company that is now part of Xerox, Inc. Jim is a history buff, avid football fan, and enjoys water skiing, golfing, and hunting. Jim and Julie are married and have 3 dogs.
Originally from Red Wing, MN, John is a graduate of the University of Utah's David Eccles School of Business with a bachelor's degree in Finance. During his time at Utah he was a member of the United States National Speed Skating Team and competed in the 2006 US Olympic Trials and 2006-2007 Essent World Cup Speed Skating Circuit. Since joining Excel Financial in June of 2010, John has furthered his education in financial planning by obtaining the CFP® designation in April of 2016. John presently resides in Afton, MN and keeps very busy with his family (wife Alicia and son Thomas), pets, and many hobbies.
Brent has lived in the Red Wing area for close to 20 years. He is a graduate of Moorhead State University with a bachelor's degree in Computer Information Systems. Brent worked in the Information Technology field for more than 25 years in the Twin Cities, but always had an interest in finance and investments. He was one of the original clients of Excel Financial, and was so impressed with the firm's strong moral compass and solid investment approach that he joined the firm. Brent enjoys biking, running, and hunting with his two dogs. Brent and Jane have been married for 15 years and have three children.
Julie Loquai, J.D. – originally from Spirit Lake, Iowa, Julie graduated summa cum laude from Mankato State University with a Bachelor of Arts in English, and thereafter graduated first in her class at Hamline Law School in St. Paul, Minnesota. After law school, Julie clerked for a year with the Minnesota Court of Appeals, and then worked as an attorney editor for West Publishing Company and its successor entities for more than 18 years. Julie is married to Jim, and competes with their cocker spaniels in dog agility.
A Denver, Colorado native with 30 plus years as a professional accountant in a wide array of businesses (professional services, metal fabrication, wholesale distribution, telecommunications, and private equity acquisition and management). John graduated from the University of Notre Dame, BBA (Accounting), and holds masters degrees from the University of Denver (Masters in Taxation), and the University of Colorado, Denver (Masters in Finance). John specializes in small business providing tax planning, value assessment and creation, and investment management to business owners. John and his wife Kristi (of 20 years) have two teenagers, and he enjoys the challenges of parenting, as well as serving on the boards of two local community non-profit organizations, including the chairmanship of one of the organizations.
Originally from Allegany, New York, Jim has been a resident of Denver, Colorado for 45 years. He graduated Cum Laude from St. Bonaventure University with a BBA in Management. Jim started his professional accounting career with Ernst & Ernst (now Ernst and Young) and has 45 years of accounting and business experience in serving and owning small businesses. He is a CPA and PFS (Personal Financial Specialist). Jim is currently CEO of Redwing Software, an accounting and payroll software company serving over 10,000 customers nationwide. Jim is active in non-profit organizations and serves as a finance committee member. Jim and his wife Patty have been married for 46 years and have two sons and four grandchildren.