Meet the Team

We understand the value of relationships

EFSI has a rich history of helping people just like you hurdle financial obstacles, plan for the future, and reach those significant financial goals that are unique to you. We recently celebrated an important anniversary and paid special tribute to those, especially Darrell Norling, who developed and built the foundation for EFSI’s long-term success. Watch it here!

Since 1965, EFSI has been building relationships with our clients. These many decades have given us an honest and approachable reputation.

By developing relationships and understanding your unique financial situation, our team of financial advisors helps you reflect on the life you have lived, how you are living it, and how you plan to live it in the future. Together, we put action steps in place to help you take ownership of your finances, so that you can feel confident about your financial health.

Chad N. Norling, CFP® BFA™

President

952-884-3326

952-884-3327

Darrell N. J. Norling

Founder & Principal

952-884-3326

952-884-3327

David M. Zack, CFP® BFA™

Partner

952-884-3326

952-884-3327

Eric Kallal CRPC®, BFA™

Partner

952-884-3326

Pat Sovick

Executive Assistant

952-884-3326

952-884-3327

Kim Gassner

Office Administrator

952-884-3326

952-884-3327

Karen Larkin

Executive Assistant

952-884-3326

952-884-3327

AdvisorNet Insurance

Fred Sherman, CLU, CHFC, CLTC

Concierge Services Manager

Collin Titus

Group Benefits Concierge

Ben Waples

Retirement Plan Specialist

Patrick Wolesky

Administrative Assistant

Lisa Adolphson*

Individual & Medicare Specialist

AdvisorNet Portfolio Partners

Click HERE to view the award page.

Click HERE to view the award spotlight page.

Client Centered

Whether you are investing to build wealth, to protect your family, or to preserve your assets, we can help focus your needs, wants, and long-term goals.

Our financial advisors and support staff have decades of experience, and we can help you address your current and future needs. We look forward to working with you!

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