Advisors
Lisa Luebeck
Lisa Luebeck is a Minnesota native, raised on a family farm in Southern MN. She graduated from the University of St. Thomas with a degree in Music Education, and spent three years teaching music in public schools. She retired from that profession in 2016 to enter the financial industry, with a passion to help educate women about how to have a healthy relationship with money and make smart financial moves in their working years.
Lisa lives in Monticello with her husband, Cody, their children Calvin, Maren, Anthony and their two black labs, Thor and Loki. Lisa has a variety of interests including fishing, hunting, gardening, and performing as a freelance musician.
Joseph Murphy
Joe Murphy has been in the financial services business since 1994. After 18 months at a large corporation, Joe became an independent broker with Comprehensive Financial Resources where he stayed until August of 2021 when he joined Luebeck Geisler Hamm Wealth Management. Joe is a 20 year member of the Million Dollar Round Table which is reserved for the top producing agents in the life insurance industry.
Joe’s philosophy is simple: always do the right thing for the client and provide them with the highest customer service in the industry. Joe has helped hundreds of clients protect and grow their money for almost 3 decades. Joe doesn’t just manage money for his clients – he helps them understand how money really works. He has specialized in helping his clients get to and through retirement. He holds Series 6 and 63 securities licenses and is licensed as a life and health insurance agent in several states.
Joe gives back to his community as a former two-term city councilmember for the city of Vadnais Heights where he and his wife have lived since 1999. Joe believes in helping his neighbors and has served for two local nonprofits for over a decade. When not helping clients or working to better his community, Joe loves to go bird hunting with his two female yellow labs Stella age 7 & Charlie age 1. He also enjoys fishing, hiking, yoga, and travel with his wife Sarah.
Garrett Engman
Garrett G. Engman is an independent financial adviser working with Luebeck Geisler Hamm Wealth Management. He holds Series 7 and 66 securities licenses and is licensed for life and health insurance in 13 states. Garrett grew up in Woodbury, MN where in high school he met his future wife.
Garrett’s interest in financial services began early in his life. At age 10, he started his own lawncare business, and became interested in investing the proceeds. As time passed, Garrett’s knowledge about investments became deeper and more sophisticated. By his mid-teens, Garrett was working with alternative investments and his interest in helping others to navigate the financial landscape continued to grow. He was still in high school when he chose being a financial adviser as his future profession.
Garrett and his wife Allison live in Woodbury, MN with their children Soren and Ivar. They also provide care to Garrett’s mother, who is afflicted with MS, and have two dogs, Mia & Jade. The family enjoys the outdoors, watching sports, and training in martial arts, which Garrett approaches with the same level of discipline and commitment that he does in caring for his clients.
Keith Willey
Keith J Willey is a financial adviser working with Garrett Engman and Luebeck Geisler Hamm Wealth Management. He holds a FINRA Series 7, 63, and 65 securities licenses, as well as his life and health insurance licenses. His vision is to empower his clients to achieve their life’s important goals by helping them develop and obtain financial goals and create their financial legacy. His philosophy focuses on the importance of education in the process.
Keith grew up in Sharon Springs, in upstate New York. There he graduated from Sharon Springs High School with honors and served as the captain of the soccer team his senior year. Throughout high school and before moving to the Twin Cities in 2014, he was an avid beekeeper.
When not working, Keith enjoys playing soccer, basketball, golf, spending time with friends and bowling in a men’s league. While he enjoys the warmer seasons here in Minnesota more than what the winter has to bring, Keith does look forward to getting out for a little snowboarding from time to time as well.
Todd O Loudenslager
Todd was born in southern MN and has held positions of leadership serving others for over 40 years as a military officer, manufacturing manager, small businessman, bank executive, and community servant.
Todd is a West Point graduate with a bachelor’s degree in Aerospace Engineering, and holds an MBA from the Olin School of Business in St Louis and a post-MBA certificate from the Kellogg School of Management in Evanston, IL. He entered the wealth advisory profession in early 2016, to continue his passion for service to others. He holds FINRA Series 6, 63, and 65 licenses, as well as Life and Health insurance licenses and a Certified Retirement Counselor designation.
Todd has lived in Eden Prairie, MN with his wife Maggie for over 25 years. Together they raised two children; daughter Katherine is a film and video producer in Richfield, MN, and son Thomas is a captain in the US Army.
