Meet the Team

What it means to work in a fiduciary capacity

We are committed to acting as a fiduciary when providing you financial advice. This means we put your best interests first and perform our services with integrity, objectivity, competence, fairness, and confidentiality. Our office takes a holistic, personalized approach to bringing all the pieces of your financial life together while upholding the high standards outlined in our Code of Ethics and Standards of Conduct.  As CFP® and AIF® professionals, we are trained in the fiduciary knowledge and tools needed to serve our clients' best interests.

 

Andrew Cloose, AIF®, CFP®

Registered Financial Advisor

Andrew grew up on a farm where he developed a strong work ethic. With 15 years of experience in the industry and earning his CFP® and AIF® designations, Andrew seeks to provide a fiduciary level of care and service to business and individual clients.

Andrew assists individual and business clients in identifying their needs, goals, desires, and objectives. After reviewing all options, Andrew and the Invest Forward Bagley team develop, implement, and monitor an individualized plan to fit the needs of each client or business.

Andrew loves spending time with his wife, Carrie, and their three children. He is involved in his local church, enjoys cutting wood, hunting, and fishing in his free time.

 

Joe LaVine, AIF®

Registered Financial Advisor

Joe has worked in the financial industry for the past 20 years. Joe, along with the team at Invest Forward Bagley, has spent countless hours helping people prepare for success.  Whether the goal involves retirement planning, investment planning, insurance planning, or estate planning, Joe and the Invest Forward Bagley team have developed strategies to achieve solutions with a very personalized approach, tailored to each individual.

Joe is a graduate of Bagley High School with a Bachelor of Science from Bemidji State University.  He resides in Shevlin, Minnesota, with his wife, Karen, and their three children.  He enjoys being active in his local church, loves to play volleyball, and enjoys outdoor activities. He is an annual participant in the Tough Mudder each summer and which he'd love to have you join him!  

 

Angela Paulson

Licensed Insurance Agent

Angela brings a unique skill set to the team having been a business owner along with having a legal background. At Invest Forward Bagley, she works with businesses and individuals to evaluate and select the plan that meets their insurance needs. Angela’s expertise lies in the areas of Medicare, individual insurance, MNSure, and benefits evaluations for businesses.*

Angela is a mother of two girls and likes spending time outdoors.

 

Julie Sundquist

Licensed Insurance Agent

With 22 years of experience, Julie’s expertise lies in the diverse and complex area of health insurance. She assists businesses with designing employee benefits packages, and individuals and Medicare clients with choosing plans that fit their unique needs.*

Julie has a degree in social work and worked in the social work field until 1998 when she joined her husband, Fred, at Invest Forward Bagley, formerly Sundquist & Associates Financial Services Inc.

Julie serves on the board of directors with the Clearwater County Department of Human Services and on the Board of Directors at Essentia Health of Fosston and Bagley. In her free time, she enjoys being with her husband walking and hiking, cross-country skiing, fishing, cooking, trying out new recipes, reading, and family time with her children and grandchildren. 

 

Hailey Rhen

Administrative Assistant

Hailey is the front line of support for clients from their first point of contact to the follow-up after the appointment.

A graduate of Bemidji State University, Hailey comes to Invest Forward Bagley with degrees in business administration with an emphasis in marketing and marketing communications with a minor in mass communications. With impeccable attention to detail and the ability to coordinate team members with ease, Hailey keeps the team running smoothly.

Hailey is a devout Minnesota Vikings fan who enjoys fishing, snowmobiling, racing, baking, and crafts.

 

 

*Health,  Dental, Vision, Short-Term & Long-Term Disability, Base Life and Voluntary Life Insurance offered through Insure Forward are separate and unrelated to Commonwealth.   Bank Forward, Insure Forward and Commonwealth are separate and unaffiliated entities.