Our Promises

As your advisor, we’re not here to sell; we’re here to consult. We’ve been in the financial industry for more than 20 years, and we’ve also been in your shoes—as a business owner, a career-climber, a parent, a spouse. We know how important it is to have someone walk with you on this journey, and we’re committed to being that partner to show you the way when things feel complicated.

It doesn’t matter to us how wealthy you are; we believe everybody deserves the level of respect and attention that gives them confidence about their financial future. Our more complex cases may require more time, but that doesn’t mean that other clients receive less attention or commitment from our firm. We believe that everyone deserves to be treated the way we want to be treated, which is why we commit to genuine care, consistent communication, and honest feedback—for all of our clients.

Your Partner in Trust

When you trust us as your fiduciary advisor, we commit to putting your best interest first. That means we give you suggestions based on your goals and growth potential, not our own benefit. When we explain financial concepts and offer recommendations, we don’t just show you a projected outcome; we make sure you understand what your portfolio would look like without each option, too. We’re not afraid to help you take initiative on the decisions that will change your future, and we encourage you to have an internal debate about our recommendations because we want you to be completely confident that you’re making the right decision. Whatever path you take, we’re there with you, watching your back and making sure you always have your best foot forward. You’re trusting us with your wealth, your business, and your future—and we don’t take that lightly.

Your Partner for Life

At Farra Financial Advisory, we’re not just here to make a transaction and move on; we want to help you uncover a comprehensive vision for your entire future. We help clients unpack opportunities and capabilities in their financial worlds so they can love the life they live—and we’re honored when we get to celebrate that life with them. One of the best parts of our job is getting to see our clients grow, meet milestones, and achieve dreams they never thought possible. We know that opportunity is born out of patience, and we don’t walk away until we know we’ve done everything we can to help you create a fulfilling financial future.

Lee A. Kitzenberg

Founding Partner, Wealth Advisor

Lee specializes in working with small business owners, retirees and professionals in the area of estate, business succession, charitable giving, retirement and risk management planning

He has been named a member of the 2012 and 2014 Chairman’s Cabinet of New York Life and “Agent of the Year Emeritas” by the Minnesota General Office in 2020. Members of the elite Chairman’s Cabinet are the top fifty highest producing agents among New York Life’s elite sales force of more than 12,000 licensed agents.

Lee is a retired member of the MN Dental Association, the American Dental Association, and a member of the Minneapolis Institutes of Arts Photography Council. Lee works with the Minnesota Medical Foundation and holds membership with the University of Minnesota President’s Club.

Lee grew up in Montana and attended the University of Oregon where he received his Bachelor of Science degree. He then moved to Minnesota to attend the University Of Minnesota School Of Dentistry, earning a Doctor of Dental Sciences degree. He retired from a very successful twenty-year practice in 2001 and joined the New York Life Insurance Company as an agent in 2003.

Lee lives in Minneapolis and has 4 children: Grace, David, Celine and Andrew. Lee is active in numerous charitable organizations, enjoys traveling, fine food & wine and spending time with his family and friends.

Jenn Schultz

Director of Marketing

Jenn was hired by Promus Financial Group in 2021 after six years in the professional sports world, specializing in digital marketing, social media management and event planning. Prior to that, she worked in retail banking where her expertise was compliance and providing top-tier customer service. She believes that strong relationships and trust are essential to building successful business and client relationships.

After receiving both her Bachelor’s degree and Master’s degree from Concordia University in Saint Paul, MN, Jenn is actively involved in the community she now calls home. In addition to her role at Promus, she is an Academic Coach with Athletes Committed to Educating Students (ACES). At ACES, she works with middle school students from underserved communities, using sports as a way to engage students in Math and social-emotional learning.

As a two-time melanoma survivor, Jenn is passionate about spreading melanoma awareness and educating her community on sun safety. She is a certified melanoma educator through the Melanoma Research Foundation and acts as an ambassador for Impact Melanoma and LUV: Low Ultraviolet.

Chuck Riesterer, CFP^®, ChFC^®, CLU^®, MBA

Partner, Wealth Advisor

Cody (Chuck) Riesterer is a partner at Promus Financial Group, LLC. Chuck attended Miami University (Ohio) for his bachelor’s degree and graduated from the Jack Welch Management Institute with his MBA.

As a Wealth Advisor, Chuck provides comprehensive planning to help his clients chase and fulfill their financial dreams. Chuck believes dreams are at the core of every person - where our passion for life is ignited. The ability to dream is a big part of what makes us uniquely human.

As an avid runner and triathlete, Chuck has been competing in cross country and track since high school. Chuck ran cross country and track at Miami University, competing in the steeplechase and 10k. You can find Chuck running outside on a local trail, riding his bike across the Twin Cities, or training for his next triathlon.

Chuck feels that it is essential to continue his education to help his clients at the highest level. Chuck is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and a Chartered Life Underwriter.

Jordan Sanders

Director of Operations

Jordan joined Promus Financial Group in 2019 as our Director of Operations and is a valued part of our team. She manages the business processes of our office, focusing on client service, the underwriting process, and office financials.

Jordan graduated from Louisiana State University at Shreveport and holds a Bachelor of Arts in Sociology. She began her career as a service team member; specializing in contracting and licensing while serving as administrative assistant to the Managing Partner in the Shreveport General Office of New York Life.

For fun, Jordan runs half marathons. In her spare time, Jordan enjoys reading, traveling (for running, of course) and spending time with her family.

Ryan Utecht

Partner, Wealth Advisor

Ryan has been a financial planner for the past 15 years and became a partner at Promus Financial Group after making the strategic decision to merge Utecht Financial with Promus Financial Group in February of 2020. The two firms have always been rooted in the same fundamental planning philosophies so coming together as one cohesive firm was a natural progression.

Ryan has been married to Lisa for over 20 years. They have been gifted three daughters and a son. Ava, Lauren, Elliette and Asher all have helping hearts and a faith in Christ that guides them toward what is right and true. The four of them are interested in too many things to list; needless to say, Ryan and Lisa keep a busy schedule.

When Ryan and Lisa have time, they enjoy working out at the local CrossFit gym, solving the worlds problems over a glass of wine or attempting to create new delicacies in their kitchen.

Operating a successful financial planning practice and managing a family of 6 takes a lot of energy and dedication. Ryan and Lisa believe that it is essential to run hard every day after what matters most, be present with those around you and to engage in life experiences with those you care about.

David G. Anderson

Wealth Advisor

As a partner with Promus Financial Group, David specializes in working with successful individuals and business owners to create comprehensive financial plans that encompass all their assets while understanding the complex relationships between them both. David strives to manage and conquer the financial challenges that his clients and their businesses may face so they can focus more on life and family.

In addition to being a partner with Promus Financial Group, David is a Licensed Insurance Agent with New York Life Insurance Company and a Registered Representative of NYLIFE Securities LLC, maintaining securities Series 7, 65 and 63 registrations. He also holds a Master of Business Administration from the W.P. Carey School of Business at Arizona State University.

David is married to Molly and they have two children. He grew up in South Dakota and he and his family now reside in Celina, TX where they are active in the community and members of Rock Creek Church. David serves on the Golf Committee for the Dallas Theological Seminary.

In his free time, he loves spending time with his family, golf, cooking, and enjoying the outdoors. David is an avid fan of cheering on his children and Celina Bobcat Tennis.

Scott Nibling

Financial Services Professional

Scott is in his 15th year of being dedicated to his clients and helping them achieve their financial goals and secure their futures while never stopping in his pursue of professional excellence.

Beyond the world of finance, Scott finds joy in the great outdoors. An avid golfer, he enjoys spending time on the green, honing his skills and connecting with friends and clients over a round of golf. When not on the golf course, Scott can often be found exploring the wilderness, indulging in his love for hunting and fishing.

In addition to his professional and personal pursuits, Scott is a devoted family man. He shares his life with his wife, Stephanie, and together they are proud parents to two daughters, one son and one goldendoodle. Scott takes an active role in his children's lives, coaching his son's baseball team and cherishing every moment spent with his family. He is also a member and active volunteer at the North Campus of Prestonwood Baptist Church.

Scott’s life is a testament to the importance of balance, as he seamlessly navigates his roles as a financial professional, outdoor enthusiast, family man, and community volunteer, enriching the lives of those around him in every aspect of his journey.

Barry Lynas, CLU®, ChFC®, CPA®

Financial Advisor

Barry Lynas has been a New York Life agent, a Registered Rep with NYLife Securities and a Financial Advisor with Eagle Strategies for over 30 years. He is also a CPA licensed in Texas. He enjoys the analytical side of finances and works closely with small businesses and high net worth individuals to create financial, retirement, business and personal succession plans that are balanced with income tax, estate taxes and charitable considerations.

Barry grew up in Baton Rouge and attended LSU on the GI Bill. His father was a New York Life agent for over 30 years, and his son Steven and son-in-law Dave Anderson work for New York Life as well. Barry enjoys traveling and cooking Cajun dishes for large family gatherings. He and his wife of 52 years have 4 children, 6 in-laws and 11 grandchildren. “You call it chaos. We call it family.”

Irma Gonzalez

Executive Assistant

Irma joined Promus Financial Group in 2024 as an executive assistant, becoming a valued member of our team. She oversees the office's business processes, with a particular focus on client services and the underwriting process.

She embarked on a successful 16-year career in sales, culminating in her role at Gucci, where she spent five fulfilling years managing the team in Bal Harbor. Her expertise lies in customer relationships, growth strategies, and enhancing customer experience, all of which she believes are fundamental to sustaining a thriving business.

Outside of work, Irma is happily married with two children. She and her family are active volunteers at their local church, where they also lead a marriage ministry. Their involvement in this ministry has not only strengthened their own marriage but has also shielded them from the pitfalls of worldly temptations, paving the way for a stronger foundation for future generations. In her free time, Irma enjoys hiking, cooking and traveling.

New York Life

Lee A. Kitzenberg and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 1/26/2021.)

Ash Brokerage

Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Lee A. Kitzenberg can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.

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NYLIFE Securities

NYLIFE Securities is a wholly-owned subsidiary of New York Life Insurance Company and serves as the registered broker-dealer for Persevere Wealth Strategies. NYLIFE Securities provides world-class brokerage services and an expansive offering of investment options.

Eagle Strategies LLC

Through Eagle Strategies, Lee A. Kitzenberg, Chuck Riesterer and Ryan Utecht provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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The Nautilus Group^®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Lee A. Kitzenberg works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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