Meet Our Team

Ideal Wealth Advisors

Ideal Wealth Advisors offer retirement, insurance, and investment services to our clients and their families. The Wealth Advisors Team consists of Richard Mathaus, Financial Consultant, Craig Lundquist, Wealth Management Advisor, and Kristin Becker, Senior Administrative Assistant.

Richard Mathaus

Financial Consultant

Richard Mathaus works diligently with clients to plan for their financial futures and deliver confidence in planning for their retirement.

Craig Lundquist

Wealth Management Advisor

Craig brings a great deal of related investment experience to the Ideal Wealth Advisors team. He has worked in the investment and insurance industry since 2003 and is committed to sharing his knowledge with Ideal Credit Union members.

Kristin Becker

Senior Administrative Assistant

Kristin Becker works alongside Craig Lundquist to provide expanded services and broader knowledge to clients. Together, Craig and Kristin will provide the experience and service needed to assist you in creating a financial plan that can help land you right where you want to be.

Let us help

Ready to get started? Give us a call at 651-773-2876.