Meet the Team

What it means to work in a fiduciary capacity

We are committed to acting as a fiduciary when managing your assets. 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®

Investment Adviser Representative

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®

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!  

 

Kaitlyn Soltvedt

Licensed Insurance Agent

Kaitlyn is a licensed insurance agent with Invest Forward Bagley and brings a decade of business experience to the office. Her focus lies in the area of Medicare, individual insurance, and MNSure and benefit evaluations for businesses. She takes great pride in working with companies and individuals, evaluating different plan options to help them select the plan that meets their unique insurance need.

She is the mother of two, a son and daughter, and, away from work, enjoys motorcycling and spending time at the lake with family.

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. 

 

Tara Lindstrom

Customer Service Agent

Tara is originally from the Becida area and is a graduate of Bemidji High School and Bemidji State University with a bachelor of arts in biology.

Tara is a customer service agent with expertise in areas including health insurance for Medicare, individual and group, and ancillary benefits. With 15 years of customer service experience, Tara loves to serve and help people with any challenges that may arise in their insurance needs. She looks forward to serving the community. 

Tara resides in Bagley, Minnesota, with her husband, Joe, and three boys. She coaches Bagley youth hockey with her husband and enjoys horseback riding, riding a motorcycle, or any outdoor activity with her family.

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.