St. Paul, MN

Aileron Financial Logo Financial planning

Financial Planning

When you choose us, you'll work with our Financial Advisor and dedicated experts to assess your situation and assemble a financial plan that helps you reach your goals.

 

Together we will periodically review your situation and help achieve your goals. We're here to understand what defines your happiness and create a lasting relationship. You get a Financial Advisor that cares about your success.

  • Holds 2 Master’s Degrees from the University of Mary (North Dakota): Master of Management (Human Resources) (2005) and Master of Business Administration (2006)

  • Chartered Federal Employee Benefits Consultant (ChFEBCˢᵐ)

  • Securities licenses: Series 6, 63, and 65 licensed

  • Life and health insurance licenses

Qualifications

John Mandt, Financial Planner

John Mandt is a Chartered Federal Employee Benefits Consultant (ChFEBCˢᵐ) who is passionately committed to helping federal employees understand and navigate their federal benefits so they can feel confident in their financial plans.

In addition to helping federal employees reach their financial goals since 2010, John is deeply involved in the local community. He and Sharla, his wife, enjoy spending time with their 3 children (Brenden, Kaya, and Kieren) and their Great Danes (Joey and Bettie). John lives with his family in Farmington, MN

Involved in the local community

Contact us for a brief, no-obligation, one-on-one so that we can assess your situation together.

651-330-4249

In our office, you'll meet Sherry, our administrative assistant. Sherry provides on-going administrative support in a range of areas:

Sherry Buckley, Administrative Assistant

Our Mission Statement:

Our mission is to guide the flight of your financial and retirement planning strategies with integrity and transparency.

Your call will be returned within 24 hours, so call today to begin planning your financial future.

  • Managing and tracking expenses

  • Ensuring reports, documents, and actions are completed in a timely manner

  • Researching and managing the various social media platforms

  • Working with us to ensure all aspects of Aileron Financial adhere strictly to the compliance rules

  • Maintaining and updating the client management and retention system

Sherry comes to Aileron Financial with experience in a variety of office administration positions, including facilities management, employee services, customer service, human resources, contract management, records management, IT support, and communications services. She's worked in a number of industries from non-profit companies and churches to a super-computer company and a car dealership.

 

When Sherry isn't helping businesses grow through her business administration skills, she applies her organizational skills when her friends and family ask her for help. She enjoys crafts and reading, and she's a lifelong sci-fi buff with a personal library of over 300 sci-fi books. When her kids and grandkids affectionately call her a "geek," she welcomes it proudly.

 

Sherry Buckley is not registered with Woodbury Financial Services, Inc.

about3 Sherry