Meet Us

Rick Epple, CFP®

Certified Financial Transitionist®

Phone: 952-470-5049
Toll Free: 866-678-8194
E-mail: rick@aurochsfinancial.com

“One of the most important things I can do is to help families put a plan in place that is in line with their most important values”

Rick is the founder and president of Aurochs Financial Group, a comprehensive fee-only wealth management and fiduciary firm located in Wayzata, MN and works with clients Nationally. He aims to help clients live the life they choose through the accumulation and conservation of their financial resources.

Having his client’s best interests at heart, Rick enjoys long-term relationships with his clients, ultimately to be there and see them achieve their most important objectives. Based on a desire to provide the most thorough goal-oriented plans, Rick developed a proprietary system called The SMART Decision Process™. This investigative and planning tool allows for flexibility and diligence in achieving objectives throughout future life changes.Rick first applied his detail-oriented, strategic mind to engineering, getting his BS in Engineering from Purdue University. Having been inspired by the results of his NAPFA (National Association of Personal Financial Advisors) advisor, he got his Certified Financial Planner® certification from the College for Financial Planning. He then followed a dream of owning his own business, and opened Aurochs Financial Group in 2002.  To better help clients on the personal side of money, he obtained his Certified Financial Transitionist® designation in early 2017.

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Rick’s expertise is frequently sought by the media. He’s been interviewed numerous times as a subject matter expert by U.S. News & World Report, The Wall Street Journal, Fortune Magazine, Kiplinger’s Personal Finance, Money Magazine, The Washington Post, Smart Money Magazine, Parent’s Magazine, NAPFA Magazine, Advisors 4 Advisors, Investment News, Minneapolis Star, Northwest Dentistry Magazine, Dental Products Report Magazine and many others. Rick also contributed to the book “Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions.” He was selected as one of the Best Financial Advisers For Dentists by Dental Practice Report Magazine for 2011, 2012, and 2013.

Rick delights in helping people and giving back to the community. He served on the Midwest Regional, National Board, and Ethics Committee for NAPFA, where he has also served as a MN Study Group Leader. Additionally, he is a School Board Member for his church, Our Lady of the Lake, and has served in other capacities there as well.

A family man, Rick loves spending time with his wife, kids and friends. He’s works out regularly and enjoys traveling, downhill skiing and walking.

Professional Memberships

Certified Financial Planner (CFP®)

National Association of Personal Financial Advisors (NAPFA)

Current leader of NAPFA Mix Group (study group)

Past NAPFA MN Study Group Leader, Midwest Regional Board, National Board, Ethics Committee

Past FPA Career Development Director

Board Member – Our Lady of the Lake Catholic School

Wayzata Chamber of Commerce

Certified Financial Transitionist®

CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Krista Winograd, CFP®

Trusted Financial Advisor

Phone: 952-470-5049
Toll Free: 866-678-8194
E-mail: krista@aurochsfinancial.com

Krista is an astute Certified Financial Planner™ who helps move her clients from what they need to have, to more of what they’d like to have. As a Financial Advisor with Aurochs Financial Group, a fee-only fiduciary firm, she focuses on what is best for each client’s specific situation, implementing personalized plans to achieve peace of mind and financial independence.

Known for being thorough, patient and a good listener, she enjoys empowering people with their personal finances so they can become self-reliant on making smart choices. “This way they know they’ve done their best, and will have choices on how to handle what life brings them,” says Krista. “So much is possible with a consistently implemented plan.” To achieve this, Krista uses the proprietary SMART Decision Process™, developed by Auroch’s founder, Rick Epple. This investigative and planning tool allows for flexibility and diligence in achieving goals throughout future life changes.

She’s personally seen the effects of not having a financial plan, and was inspired to work in an industry that promotes personal financial freedom. She earned her bachelor’s degree in international studies from the University of Minnesota–Duluth, and her Certificate of Financial Planning from Minnesota State University. In addition to being a member of NAPFA, her articles and comments have been published in the Minneapolis Star Tribune and the Journal for Financial Planning.

Krista loves working, but also enjoys spending time with her husband and children. She also likes to knit when she has the chance. One of her favorite quotes is, “what is the truth in this situation?” It helps her to make decisions that fit with her values, and her client’s best interests.

Professional Memberships

Certified Financial Planner (CFP®)

National Association of Personal Financial Advisors (NAPFA)

CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Crystal

Crystal Andrews

Administrative Manager

Phone: 952-470-5049 ext. 3
Fax: 800-578-7613
Toll Free: 866-678-8194
E-mail: crystal@aurochsfinancial.com

Crystal started with Aurochs Financial Group in January 2016.  She performs a variety of services for Aurochs Financial Group’s clients, including scheduling meetings, opening and transferring accounts, preparing for meetings, managing documents, and other duties.

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
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Or call 952-470-5049 or email us at info@aurochsfinancial.com.