Jed Lund, CPA

Focus Areas

Retirement and Income Planning

Wealth Accumulation

Tax Planning & Tax-efficient Distribution in Retirement

Life Insurance & Long-Term Care Options

Estate Preservation

About the Senior Financial Advisor

Jed has 19 years of experience as a Financial Advisor. He works with people of all ages. He understands the needs and risks at all stages of life and provides careful and thoughtful planning that will help create financial confidence for his client’s future. 

Jed knows retiring is a difficult decision, with both financial and personal considerations. Many times, the financial goals and objectives are met but there are concerns as to “what will we do in retirement?” (The interests and desires can be different between spouses and/or partners). It can be hard to leave behind a career and relationships.  Jed takes a holistic approach to helping his clients plan for both the financial and personal aspects of preparing and having his clients enjoy their days in retirement. 

Jed enjoys helping people before and during retirement. Over the years, he has built strong relationships with his clients and views many of them as friends.  He looks forward to visiting with them every time they come to the office.  It would make his own retirement to be difficult and bittersweet.  

  

Education and Designations

• Gustavus Adolphus College, Bachelor’s Degree, Business & Finance 
• CPA- Certified Public Account

Personal Life

Jed enjoys visiting National Parks and watching the MN Gopher Football. He and his wife have been married for 43 years and have three children and seven grandchildren.  It is very important to Jed that he does whatever he can to ensure that they have the best opportunities for their future.