Get to know our team of Advisors.

Larry Kallevig

Larry is an advisor that truly enjoys people. For Larry it starts with his wife and four little girls. He brings numerous years of business ownership, management and consulting in various capacities. Raised as a farm kid from Kandiyohi, MN, it’s all about hard work and doing the right thing. Insurance Licensed

Ryan O’Leary

As a professional who prides himself on his dedication and commitment to his clients, Ryan has a long history of serving the needs of others. Ryan has a genuine passion in helping people who can gain from a fresh prespective in their retirement planning. He recognizes the great responsibility he carries in assiting people with these needs at this critical time.

While he dedicates much of his time and attention to clients all over Eastern Wisconsin he is also a committed family man and very proud father of 3 young daughters: Maggie (11), Angela (9), and Kaytlyn (8). Ryan believes that each day is a blessing, responsibility, and a gift that needs to be respected and appreciated as such. Insurance Licensed.

Mark D. Olson

Mark is a positive, energetic person with a deep passion to help others. Mark has spent over 33 years as a leader, training and developing others to be their best. Mark focuses his energy on understanding the clients needs and making sure that the plan put together for the client fits those needs and makes it a smooth transition for the clients children. Honesty and integrity are of the utmost importance to Mark and has shared that belief with his 6 children. Insurance Licensed.

Clifton Ross

Clifton Ross has years of operations, accounting and business management background with a tremendous passion for helping and developing others. As one of our team leaders, Clifton has been a part of Guardian Resources from the very beginning. His leadership skills shine not only as a leader with Guardian Resources, but also in his volunteer efforts with the Juvenal Detention Center and numerous youth groups. Along with his wife and 3 children, Clifton is also very focused on helping others in need. Insurance Licensed.

Richard Ross

Richard has a true passion for people and helping wherever he can. While growing up, he saw first hand how damaging probate and the lack of proper planning could be to a family. Through this, a passion and desire to help others protect and preserve their estates and set up a legacy for future generations has become paramount to him.

As a veteran of the U.S. Air Force, he adopted the core values, “Integrity first, Service before self and Excellence in all we do”, and has made them a part of his daily life. Richard finds it gratifying to be a part of a company culture that has the same core values and beliefs.

Born in Chicago, IL, Richard now resides in Hudson, WI with his wife and three children. He is a graduate of the University of Dubuque and his hobbies include aviation, photography, running and travel. In his spare time he enjoys time with his family and going to church. Insurance Licensed.

Mark Kuhne

Mark Kuhne has been helping people with their finances and wealth management since 1985. Mark left the banking sector as a Community Bank President to help clients understand and manage their estate. A father of four children, Mark is married to Kristin. He was born in Moorhead, Minnesota. His activities include travel, photography, golf, fishing/hunting, and scuba diving. As an artist Mark paints mostly with oils and has won several awards. Insurance Licensed

Jeff Olson

Jeff was born and raised in Minnesota and lives here with his wife and two children. As a gradute from Mankato State University, his love of helping others enticed him to join the Guardian Resources team at its conception. Jeff’s passion to help others protect their retirement and preserve the future of their next generations has become well known within the industry. Insurance Licensed

Patty Walsh

Patty is an Advisor with a passion for people. She is relationship focused and an articulate communicator who thrives on building collaborative professional partnerships and achieving, even surpassing, client expectations.

With over 20 years in executive management positions, her qualities and credentials offer a proactive negotiator, innovative trouble shooter and problem solver, meticulous organizer, and an exceptional business development track record. Insurance Licensed.