About Our Firm

Here’s our story. We look forward to hearing yours.

At Lundervold Financial, our sole focus is YOU.

We’re committed to providing our clients with a blueprint for financial clarity. We do this by providing guidance to help you develop a customized financial strategy for retirement and offering a variety of insurance and investment products to help you work toward your financial independence.

The team at Lundervold Financial is here to help ensure you receive all the assistance you need, not only in developing your financial strategy but in maintaining it throughout your retirement.

Meet Ryan Lundervold

As the owner and president of Lundervold Financial, Ryan Lundervold is focused on helping clients work toward their retirement dreams through a well-thought-out, value-based financial strategy for retirement. Lundervold Financial serves not only the greater Minneapolis/St. Paul and greater Phoenix areas but also clients across the country and internationally.

Ryan started in this industry in 2004, and through experience, Ryan’s developed the philosophy, “It’s not how much money you make, but how much money you keep,”. This motto is in keeping with Lundervold Financial’s mission of providing clients with A Blueprint For Financial Clarity. His primary focus is to provide income planning, investment strategies, tax efficiency, long term care, estate, and legacy planning.

An Investment Adviser Representative, Ryan has passed the Series 65 securities exam and holds life insurance licenses in many of the 50 states. While competing in Division I baseball, he studied Business Finance and Logistics/Supply Chain Management at Butler University.

In his free time, Ryan enjoys golf, travel, church, motor sports and spending time with wife, Lindsay, and children, Linnea and Brock.

 

Barbara Lundervold | Administrator

Barbara enjoys working as an administrator at Lundervold Financial — and doubling as Ryan’s mother. Drawing from many years in teaching, coaching and personnel management, Barbara uses her engaging people skills to help our clients and assist with marketing and event planning.

Barbara has earned bachelor’s degrees in physical education, health and coaching, and music education from Mankato State University. She enjoyed her years teaching and coaching high school students, and she served for 36 years as chorus personnel manager of the Minnesota Chorale. She continues to work for the Chorale, coordinating small groups that sing in the community, and handles marketing and education for a wellness company.

Barbara enjoys spending time with her family, singing, entertaining and traveling. She especially loves watching her six grandchildren in their endeavors, as well as cheering for the Minnesota Vikings and Minnesota Twins.

 

Matt Masyga | Client Services

As the newest member of the Lundervold team, Matt is focused on client services. He helps clients with their questions related to income, investments, taxes, health care and legacy planning.

Matt graduated from the University of St. Thomas with a bachelor’s degree in business administration and a focus in marketing management. As a lifelong learner, Matt is now studying to take his Series 65 securities exam to better serve our clients.

In his free time, Matt enjoys outdoor activities, including backpacking, boating, camping and golfing. In the snowy months, he enjoys skiing out West with friends and family.

 

 


Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at Ryan@LundervoldFinancial.com or call us at 651.209.1906 today!