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.
Financial ConsultantRichard Mathaus works diligently with clients to plan for their financial futures and deliver confidence in planning for their retirement.
Wealth Management AdvisorCraig 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.
Senior Administrative AssistantKristin 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.