Kayla Tessmer, Financial Advisor - Equitable Advisors

Kayla Tessmer, Financial Advisor - Equitable Advisors I work with individuals, families, and business owners to create actionable steps to a successful financial future. I’m probably not your person.

**� Teacher-Turned Financial Guide – Real Conversations. Real Results.**

After spending 15 years as a high school English teacher, I traded grammar lessons for asset allocations—but I didn’t leave my love for education behind. Instead, I brought it to a whole new arena: **helping individuals, families, and business owners navigate their financial journeys** with clarity, purpose, and (let’s be ho

nest) a whole lot less stress.

**� What Sets Me Apart?**
~ I don’t believe in cookie-cutter advice. Life isn’t one-size-fits-all, so neither is financial planning.
~ If understanding old retirement plans or tax efficiency feels like deciphering Shakespeare...good news: I can break down even the most complicated financial jargon into something that actually makes sense.
~ My goal isn’t just to help you retire—it’s to help you retire well, with enough left over to chase your dreams (even if your dream is just buying too much coffee without guilt).

**� My Superpowers (aka Skills You’ll Appreciate):**
~ **Problem Solver-in-Chief:** Fifteen years managing teenagers taught me how to think on my feet—now I use those skills to unravel complex financial situations and find smart solutions.
~ **Listener Extraordinaire:** I build real, meaningful relationships with my clients, rooted in understanding their *whole* story—not just their financial snapshot.
~ **Your Advocate, Not Your Salesperson:** Looking for a buttoned-up advisor who’s all about transactions and sales pitches? I prioritize relationships, trust, and long-term impact over short-term wins.

**� My "Why":**
My family is the center of my world—and the reason I became a financial advisor. I understand what it feels like to want security, freedom, and balance for the people you care about most. That’s why I work tirelessly to help my clients protect their hard work and safeguard their future, all while living life now (yes, splurging on the occasional vacation counts as "responsible").

**� Why Connect With Me?**
If you’re tired of wondering whether you're making the "right” financial moves and want a trusted partner to help you develop actionable steps tailored to your goals, I’d love to chat. Whether you’re planning for retirement, educating yourself on savings strategies, or simply figuring out how to make smarter choices around money, I’m here to guide you—all minus the stiff industry jargon. Let’s turn financial stress into confidence, one clear decision at a time. I promise to bring honesty, creativity, and maybe even a laugh or two along the way.

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/03/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/01/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/29/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Here are 5 facts about Social Security you absolutely need to know.
05/27/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Are you ready for school—again?
05/25/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
05/22/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

Every year since 1947, the U.S. President pens an economics textbook.
05/20/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Learn the language of life insurance.
05/18/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

You can help ensure that losing your wallet doesn't turn into something bigger.
05/15/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Address

2 Meridian Crossing Suite 450
Minneapolis, MN
55423

Telephone

+16122433290

Website

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