OUR MISSION
At TDK Financial Group, we're driven by a core belief in making a positive impact on the lives of those we serve—whether they're family, friends, clients, or members of our broader community.
Our mission is simple yet profound: to truly understand you—your needs, desires, and goals—and to assist you in developing, executing, and overseeing a strategy customized to your individual circumstances.
We embrace innovation and aren't afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our energy, commitment, and effort is devoted to you, the client, and ensuring your satisfaction.
THE TDK FINANCIAL DIFFERENCE
Here's where we stand out. Your financial plan is custom-tailored to fit your needs, ambitions, risk tolerance, and timeframe. We strive to ensure your plan covers all facets related to your financial goals. As life progresses, we're here to fine-tune your plan as necessary. Our goal is to leverage all available resources to craft a personalized and holistic approach to your individual situation.
Karin Knoop, LUTCF
Founding Partner
Karin has been a LPL Financial Advisor with Waddell & Reed since 2009. She has been in the financial services industry for over 15 years and in a management role for 25 years. While with Waddell & Reed, Karin has been in the forefront...
Jim Dumbeck, CFP®
Founding Partner
Jim Dumbeck is a CERTIFIED FINANCIAL PLANNER™ practitioner and LPL Financial Advisor with Waddell & Reed. He has over 37 years of experience in the financial industry and focuses on working with individuals, families, and business...
Barry Streeter
LPL Financial Advisor
For more than 33 years Barry has been a LPL financial advisor assisting individuals, families, and business owners. Prior to his 30-year tenure with Waddell & Reed, Barry attended California State University, Fullerton as a music...
Christy Nelson
Office Manager
Christy is our Office Manager/Client Relationship Manager. She holds a Bachelor Degree in Sports Management from the University of Minnesota-Duluth. Her background includes standard accounting principles, computer networking, and a...
Mary Ann Dumbeck
Client Relationship Manager
Mary Ann recently joined the TDK Financial Group after teaching Special Education students for 30 years. She received her Bachelor of Science Degree in General Studies and a Master of Science Degree in Education at the University of...