Susan Franklin

First Vice President - Financial Advisor, Consulting Group

612-373-1788
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Susan is a member of the Franklin & Lewis Investment Group. She helps clients with retirement and 401(k) plans, defined benefit pension plans, health and welfare plans. She also helps high-net-worth individuals. Susan has a business degree from Hamilton Business College. In 2001, she earned her Certified Investment Management Analyst (CIMA®) designation through the Investments and Wealth Institute and in 2004 she completed the Accredited Investment Fiduciary (AIF) program through the Center of Fiduciary Studies. She began her career in financial services in 1990 and has passed her Series 7 and 63 FINRA exams and is insurance licensed.

Susan lives in Plymouth, Minnesota, with her husband Ken. She enjoys spending time with friends and family (including three grandchildren), traveling, and staying active by doing yoga and running. She and Ken also enjoy weekend trips in the Corvette.

 

Russell Lewis

First Vice President - Financial Advisor, Consulting Group

651-430-5500

With 19 years of experience in financial services, Russell is dedicated to helping institutions and individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience—throughout major shifts in the markets—enables him to help his clients structure balanced portfolios to address their specific financial goals.

He began his financial services career as a financial advisor with Prudential Securities. Through a merger and an acquisition, he came to Wells Fargo Advisors and then to RBC Wealth Management in 2018. Russell has a bachelor’s degree in English from St. Olaf College. He has passed his Series 7, 63 and 65 FINRA exams and is insurance licensed.

Away from the office, Russell enjoys spending time with family and friends, golf, fishing and the Wisconsin Badgers. He and his wife, Maureen, live in Hudson, Wisconsin, with their children, Ben and Maggie.

 

Melissa Krupa

Senior Registered Client Associate

651-430-5539

Melissa began her career with RBC Wealth Management in 2018. She has eight years of experience in financial services. She began her career with Edward Jones and completed their financial advisor program. Melissa is licensed and has passed her Series 7, 66 FINRA exams and is insurance licensed. Melissa’s key role is in handling administrative duties, assists clients and provides the highest quality of service to our clients.

Melissa graduated from the University of Wisconsin River Falls with a degree in Economics.

She currently resides in River Falls with her 3 boys. Outside of work Melissa enjoys time with her family, working in her garden, running, snowmobiling and fishing.

Meet our team

Our mission is to provide our clients with the highest quality service and the commensurate returns that will allow them to live the lifestyle they desire. We know that you have worked hard to achieve your goals, and we are honored by the trust you place in us as your financial advisor.

Please know that we are always available to assist you with any questions, discuss investment ideas, or perform a thorough portfolio review with you. Please don't hesitate to contact us at any time. We would love to hear from you!