Linda

When I first learned about Dave Ramsey from my husband, Barry, I didn't pay much attention, as I believed I was managing my investments well with my local bank. However, Barry soon connected with Pete, who became a constant topic of conversation. Their friendship developed quickly, even before Barry became a client of Falstad & Associates. Finally, I agreed to meet Pete and I could see why Barry enjoyed his company—as did I—but I still wasn’t quite ready to move my investments.  What truly impressed me was attending a series of lectures Pete offered on the Dave Ramsey method. Pete's philosophy of earning while generously giving to those in need resonated deeply with me. After accompanying Barry to a few more meetings at Pete's office, I felt ready to commit to investing with this family of genuinely warm, caring staff.  All the staff introduced themselves, spoke of their families, talked about current events in our personal lives and theirs.  Heather and Dana were the first to introduce themselves.  Josh immediately came in to introduce himself too and was so excited to share news of his growing family.  Betsy has proven invaluable in helping us complete legal forms or whatever is needed to accomplish our goals.  We also have the pleasure of knowing Pete's wife, MaryEllen, and his two daughters, Sasha & Dasha. Aside from exceptional service, Barry and I enjoy participating in company events, such as cooking classes and annual flower potting workshops hosted at local venues. Thanks to Falstad's smart, caring, and forward-thinking team, I now feel confident and comfortable with our financial future.

Barry

Years ago, I found Pete Falstad’s name and contact information on a Dave Ramsey list of recommended financial advisors in my area.  Successfully following Ramsey’s suggestions, I changed my financial mindset and saw significant progress in reducing my huge amount of debt.  This brought me to the point where I realized I needed a financial advisor, someone with whom I was comfortable speaking and (hopefully) develop a long-term partnership. Believing wholeheartedly that “you never get a second chance to make a first impression,” I found Pete to be very personable, relatable, and knowledgeable at our first meeting.  I came away from that appointment with a sense of peace that I found the person I felt I could trust to manage my finances.  Years into our client-advisor relationship, we continue to value Pete’s knowledge, his integrity, and his servant heart. Not only has Pete helped me and my wife, Linda, grow our investment portfolio, he offers meaningful suggestions about how best to donate and assign distributions in a way that aligns with our personal values. In the process, he has also become a good and dear friend to us. We have come to know and love his family, his amazing staff, and his new associates that have come to join him as well.  We are so grateful for this incredible connection.