About Us
We utilize not only our years of industry experience, but also experience gained in our professional and personal lives as part of our process advising clients. We strive to really know our clients so that we can build a strong financial plan, while guiding you through the many transitions of life. We also work with a team of professionals to manage assets and strategically plan for your financial goals. Thus, we combine the art and science of creating strategic plans tailored to you.
Our Philosophy
We strive to advise our clients and make recommendations that always put the client’s best interest first and foremost. We strongly believe in comprehensive planning that touches on the many facets of financial wellness. We build lifelong relationships with our clients and assist them with the many transitions experienced throughout a lifetime. Our passion is to touch you, and leave a positive impact. It’s really about far more than helping people.
Our Process
You will hear if often from our team: It’s all about YOU and your goals. We strive to know and understand our clients, their goals and their finances. We utilize this to build a financial plan specifically for YOU. We also include a great deal of education tailored to you, so that you know what we recommend and why.
Sonja Hall
Financial Planner
Sonja Hall has nearly twenty years of experience in financial planning and group benefits. She has also worked in both a corporate environment and owned an award winning construction company, resulting in robust business experience. She was affiliated with a large financial services company where she served as a senior consultant, and was selected to be part of an elite group of financial advisors. She now partners with an independent broker dealer which offers her the freedom to bring the best financial products and solutions available to her clients, while also benefitting from the robust support of many financial professionals.
Sonja has two sons, one in college and one who recently started his professional career. Sonja uses her experience as mother, daughter, sister, partner, wife, friend, colleague and coach when connecting with her clients.
Steve DabelowCLU, LUTCF
Steven Dabelow, since 1990, has been a leader in the insurance industry. With a dedication to helping individuals and treating each client as unique individuals with unique needs.
Steve earned his bachelor’s degree from St Oalf College with degrees in Economics and History. Continuing that commitment to education Steve earned his Certified Life Underwriters designation (CLU) and Life Underwritings Training Council Certification (LUTCF) along with obtaining several Court of the Table and Top of the Table awards from the Million Dollar Round Table.
Steve’s dedication to helping other people is evident in his volunteer activity. He is a founding member of his community’s Lions Club as well as past president of the local Rotary Club. He has been a Scoutmaster twice, served as church Council President as well as Sunday school teacher and superintendent. It was as president of the local historical society that has earned him three Presidential Volunteer Service Awards for activity in his community. Steve cares.
Jessica Dragun
Client Services Specialist
Jessica joined the YOU Financial Client Services & Operations team in 2021. She has worked in the finance Industry for the last 5 years and is currently pursuing her BA in Business Management from the University of River Falls. Her passion is helping others and striving to be efficient yet effective in her work. Outside of work Jessica enjoys spending time with her children, enjoying all outdoor activities and playing hockey.