YOU Financial Services focuses on YOU and your priorities and your goals through planning, education and long term relationships.
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.
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.
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.
Learn more about our amazing team of professionals.
Sonja Hall has over fifteen 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 benefiting from the robust support of many financial professionals.
Sonja has two sons, one in college and one in high school. Sonja uses her experience as a mother, daughter, sister, partner, wife, friend, colleague and coach when connecting with her clients.
Steven Dabelow, since 1990, has been a leader in the insurance and financial services industry. With a dedication to helping individuals and treating each client as unique individuals with unique needs. Steve has successfully helped individuals reach and then make the transition into retirement.
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) .
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.
Carolyn joined the You Financial Client Services & Operations team in 2015. She holds her Bachelor of Science in Business with a degree in Finance from the University of Minnesota Carlson School of Management. She strives to be relentlessly helpful with her clients with attention to detail that is coupled with empathy. Carolyn is an amateur stargazer and also an award winning seed artist at the Minnesota State Fair
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Sonja Hall is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. YOU Financial Services is not affiliated with USA Financial Securities.
Sonja Hall is authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include:MN, WI For investment advisory services theses states include: MN, WI. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.