Broker Check

Our People

Kristin J. Conrad

763-506-0962

763-506-0918

Kristin has been working with EFG since the late 90's.She has a Bachelor's Degree from the University of Minnesota and has her life & health insurance license in Minnesota and Wisconsin.

Kristin's ability to communicate complicated subject matter in an easy to understand fashion helps clients make informed decisions.Her people skills along with her high level of energy, focus and integrity are very beneficial in helping those who do business with her.

Professional Focus

  • Corporate Benefit Design,Implementation and Customer Service
  • Individual & Group Life, Health, Disability and Dental Insurance Plans
  • Health Savings Accounts (HSA),Health Reimbursement Accounts (HRA), and Compatible Health Plans
  • Medicare Supplement Plans, Advantage Plans, Cost Plans,Part D Plans

Personal Interests

Kristin and her husband, Kelly, live in Zimmerman, Minnesota. She has two beautiful girls Cora and Lyla and a family dog Mitsi. Kristin and her family are members of Westbridge Community Church in St. Michael.Her interests include spending time with family and friends, traveling any chance she can, camping, fishing working with children at Westbridge, and watching football... Go Vikes!

James P. Olson

763-506-0962

763-506-0918

jpo@edinburghfinancialgroup.com

Jim was trained extensively by two retired insurance company executives in 1979. He's always been an independent broker representing his clientele and not any specific insurance company or investment house. The freedom of independence has always allowed Jim and his company to objectively research, seek out, and offer the best value line of products and services. Our objective is simple, provide sound advice, offer quality products and a level of service that will exceed your expectations.

Professional Focus

  • Corporate Fringe Benefit Planning
  • Executive Compensation Planning
  • Qualified Retirement Plan Design & Management
  • Individual and Corporate Contingency Planning
  • Business Succession Planning
  • Estate & Charitable Planning

Personal Interests

Jim and his wife, Suzanne,live in Champlin,Minnesota. They are 9th grade sweethearts that have beentogether for 46 years and married for 40 years.They have two adult children, sevengrandchildren,are members of Living Word Christian Center in Brooklyn Park.Jim enjoysspending time with Jesus,family and friends, traveling the world, motorcycling,looking at real estate, snow skiing,camping,BWCA trips,tinkering/fixing, inventing things, and of course reading.

Suzanne J. Olson

763-506-0962

763-506-0918

Suzanne has workedwith Jim, on and off, since he started business in 1979. She is responsible for EFG'saccounting, database management, and contract negotiations.Suzanne is the backbone of our family run business.

Professional Focus

  • Accounting and HR Services
  • Database Management
  • Contract Negotiations

PersonalInterests

Suzanne enjoys spending time with family and friends, loves playing with the grandkids, reading her Bible, riding bikes, camping, traveling the world by cruising, motorcycle trips, and taking walks with her husband.