facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

All Things Financial, LLC

Partners: Yelisey Kuts & Trey Peterson


All Things Financial, LLC

Insurance & Financial Services


In 2017, after years in the insurance industry and teaching community classes on Social Security, Medicare and Sustainable Retirement Income, Trey Peterson and Yelisey Kuts founded All Things Financial, LLC (ATF) to provide insurance and financial services to individuals and families. In 2018, they formed an affiliate partnership with Guardian Wealth Strategies—a leading independent registered investment advisory firm—to expand their retirement planning services. Today, Trey and Yelisey independently operate their business as Guardian Wealth Strategies in Burnsville, MN, while integrating technology, services, and strategic planning with the greater Guardian Wealth Strategies organization.



Connect with us today!

(612) 286-0580

350 W Burnsville Pkwy. │ Suite 525
Burnsville, MN 55337

Schedule A  Meeting 



Meet the ATF Team

Trey Peterson Photo Trey Peterson Hover Photo
Read Bio

Trey Peterson

ATF Partner, Retirement Planning Specialist


Trey Peterson

retirement planning specialist


Trey is a Managing Partner of All Things Financial and a Retirement Planning Specialist for Guardian Wealth Strategies, an RIA partner to the All Things Financial team. Trey, and his business partner Yelisey, independently operate as Guardian Wealth Strategies in Burnsville, MN.  He is a graduate of Oral Roberts University with a degree in Corporate Communication and a minor in Business Entrepreneurship.

Having spent years as a director in his parents’ nonprofit, he learned that he did not want to just do "business as usual," but to do something that positively impacted peoples’ lives on a daily basis.  Trey’s role as a classroom instructor, helps All Things Financial effect that change in the community by teaching adult education classes on topics such as Social Security, Taxes in Retirement, Estate Planning, Gifting Strategies and more.

Trey is a dedicated family man and spends much of his free time “doing life big” with his wife and three young children. He enjoys serving with his family through local and international missions, working out, traveling, playing and hiking with his dogs, and boating with his family.





   





Yelisey Kuts Photo Yelisey Kuts Hover Photo
Read Bio

Yelisey Kuts

ATF Partner, Fiduciary Wealth Advisor

Yelisey Kuts

fiduciary WEALTH ADVISOR


Yelisey is a Managing Partner of All Things Financial and a Fiduciary Wealth Advisor for Guardian Wealth Strategies, an RIA partner to the All Things Financial team. Yelisey, and his business partner Trey, independently operate as Guardian Wealth Strategies in Burnsville, MN.   He has a master’s degree in business from Oral Roberts University and is currently pursuing his Certified Financial Planner (CFP®) designation.

As the proud son of two immigrants from Ukraine, Yelisey is deeply grateful to his parents for teaching him the value of hard work and discipline.  He has always found ways to volunteer his time in the community and as a team leader for Habitat for Humanity, he found fulfillment in helping others. Now, as he councils those who are nearing retirement, he can truly express his gratitude and appreciation to his family.

When he's not spending time with his wife and three young children, Yelisey can be found working on his latest car or motorcycle project.

Ryan Moffitt Photo Ryan Moffitt Hover Photo
Read Bio

Ryan Moffitt

Client Associate


Ryan Moffitt

Client Associate


Ryan is a Client Associate with All Things Financial and Guardian’s Burnsville office. He graduated from Southern Illinois University with a B.S. degree and has spent much of his career in business management and corporate leadership. Ryan's professional experience with client care, communication, and strategic planning helps his clients achieve more meaningful and impactful outcomes in their retirement.

Ryan has lived in Minnesota with his wife for the past fifteen years. They have three daughters and a son, along with one cat, one dog, one hamster, and two gerbils. He loves spending as much time as possible with his family, but still makes time to volunteer in his community, and serves on advisory boards and in ministry. Together, Ryan and his family camp, play music, dance and “try to laugh as much as possible”.  

Jessica Johns Photo Jessica Johns Hover Photo
Read Bio

Jessica Johns

Client Service Specialist

Jessica Johns

Client Service Specialist


Jessica is a Client Service Specialist with All Things Financial and Guardian's Burnsville office. She holds a Bachelor of Science in Music from North Central University in Minneapolis.

Jessica has over 12 years of administrative and receptionist experience, most recently working in the legal and nonprofit sectors. She strives to make clients feel welcome and cared for.

Jessica is a Minnesota native, the oldest of four kids. She loves living near family and seeing her nephews and nieces grow up. When she isn’t at work, she enjoys traveling, reading, watching movies, and checking out the many amazing restaurants in the Twin Cities metro. She is also active in her church, serving as a worship leader since 2014.

Angela McDonald Photo Angela McDonald Hover Photo
Read Bio

Angela McDonald

Client Service Specialist

Angela McDonald

CLIENT SERVICE SPECIALIST


Angela serves as a Client Service Specialist for All Things Financial and Guardian’s Burnsville office. She is a gifted and outgoing individual who is passionate about serving others. Angela has an Associate of Fine Arts degree and obtained two certifications broadening her opportunities to serve, lead and develop others in her community.

Angela is recently married to her husband, Philip, who is a lead instructor at a local Twin Cities elementary school. They enjoy fishing and kayaking, along with writing and playing music together.  As newlyweds they are excited about growing their family, as well as their careers.

 

 

Kristine Lanoux Photo Kristine Lanoux Hover Photo
Read Bio

Kristine Lanoux

Medicare Specialist

Kristine Lanoux

Medicare Specialist


Kristine is a Medicare Specialist with All Things Financial and the owner of Minnesota Medicare Solutions, an insurance partner to the Guardian team. She graduated Cum Laude from Cardinal Stritch University with a Bachelor's degree in Business Management.

With approximately 15 years of insurance experience, Kristine has a deep knowledge of navigating the many Medicare and individual health insurance options, as well as being proficient with life insurance and long-term care insurance policies. Kristine enjoys keeping the insurance process simple and straight-forward for her clients.

In her spare time, Kristine loves spending quality time with her husband William and their dog and two cats. They look forward to seeing their daughter Ruby when she comes home to visit from college.