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10261 Yellow Circle Drive, Minnetonka, MN 55343

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Meet The Team

The Dedicated Fortune Financial Team

Meet the financial professionals at Fortune Financial. With decades of combined experience, our team is committed to providing personalized, strategic guidance to help you pursue your financial goals. We understand that every client’s journey is unique, and we tailor our approach to help meet your specific needs and aspirations. Our mission is to build lasting relationships based on trust, expertise, and a deep understanding of your financial objectives.

Altman Team

Larry Altman

Larry Altman, CFP®, CLU, CLTC®

Founding Partner

952.908.2510

Zach Altman

Zach Altman

Financial Advisor

952.908.2513

David Shestak

David Shestak, CFP®

Financial Advisor

952.908.2511

Harms Team

Gaylen J. Harms

Gaylen J. Harms, CFP®, CLU, ChFC, CLTC, CPFA

Founding Partner

952.908.2520

Patrick Olson

Patrick Olson, CFP®

Financial Advisor

952.908.2522

Reid Meyer

Reid Meyer, CFP®

Financial Advisor

952.908.2518

Jarnes Team

Jeff Jarnes

Jeff Jarnes, CFP®, CLU, ChFC, RHU

Senior Partner, Financial Advisor

952.908.2525

Kristin Strom

Kristin Strom, AIF®

Financial Advisor

952.908.2526

Quandt Team

Jim Quandt

Jim Quandt, CFP®, AIF®, CLU, ChFC®, CLTC

Managing Director

952.908.2505

Ryan Anderson

Ryan Anderson, CFP®

Financial Advisor

952.908.2537

Bobby Ebert

Bobby Ebert, CFP®, AIF®, CLU®, CLTC, CEPA

Senior Financial Consultant

952.908.2508

Calvin McKenney

Calvin McKenney, CFP®

Financial Advisor

952.908.2515

Alex Morrall

Alex Morrall, AIF®, CFP®, CPFA®

Financial Advisor

952.908.2506

Taylor J. Ploss

Taylor J. Ploss, CFP®, CPFA®

Financial Advisor

952.908.2504

Bill Hanzlik

Bill Hanzlik, RHU, CLTC

Financial Representative, Agent

952.908.2524

Molly Montgomery

Molly Montgomery

Retirement Plan Relationship Manager

952.908.2517

Who We Work With

We work with individuals, families, executives, and business owners to efficiently manage their financial futures and support them through every stage of life.

Who We Work With

Our Approach

Our commitment to integrity and personalized service, supported by a sound track record of success, enables us to build lasting trust and forge true, lifelong friendships.

Discover Our Approach

Contact Us

Contact us to learn how our supportive, team-oriented culture can help you feel more confident about your financial future.

Contact Us Today