Forest Lake
25 N Lake Street, Suite 310
Forest Lake, MN 55025
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- Email Beck Team
- Phone: 651-464-1198
Satellite office in Fort Myers, FL
Meet the Beck Team

Bradley A. Beck
Partner / Financial Planner
More about Brad
Brad and his team are committed to providing superior service, personalized attention, financial expertise, and quality products. Brad enjoys working with clients who are near retirement as well as advising business owners on developing income retirement strategies. He is a co-founder of the Exclusive Coaching Program through the Academy of Preferred Financial Advisors (APFA), a program dedicated to helping financial advisors break through to the highest levels of production and efficiency. Brad lives in Lake Elmo with his wife Sara and his two children, Hudson and Brooklyn.
JoAnn Imdieke
Client Services Manager
JoAnn has been the Client Services Manager at Five Star Financial Resources since 2019. She comes to the firm with over 20 years of financial services experience, including retirement services, investment operations and human resources management. JoAnn has a passion for problem solving and following through to resolution. In her work she strives for the highest level of honesty and integrity. She loves helping the firm grow through referrals from satisfied clients. Away from the office, JoAnn enjoys spending time with family and friends. She and her husband Tom love to spoil their three grandchildren.
Sara Beck
Operations Specialist
Sara joined Five Star Financial Resources in 2019. She is committed to administering superior customer service and takes pride in the personalized attention she provides each individual client. Her impeccable client relations and highly motivated work ethic ensures efficient and accurate business processing. She enjoys working along-side her husband, Brad Beck, and the entire Five Star team to make each client’s experience seamless and exceptional. Sara lives in Lake Elmo with her husband Brad and their two children, Hudson and Brooklyn.
Charlie Rose
Financial Planner
Charlie is a Financial Planner with the Beck Team. He joined Five Star Financial Resources in 2021, and is dedicated to providing optimal advice through his strong work ethic and attention to detail.
Charlie has a degree in Finance from the University of Saint Thomas, but also obtained minors in both Mathematics and Actuarial Science. He is passionate for helping others attain their financial goals, and using his analytical background to provide sound retirement income strategies and investment management. In his spare time, he enjoys golfing and spending time with his dog, Otis.
Dede Knutson
Director of First Impressions
Dede joined Five Star Financial Resources in 2020 as Director of First Impressions. With an extensive background in office administration and hospitality, Dede has served in financial, educational and clinical settings. She has a passion for providing outstanding client service and understands that it’s all about the details. Her talents include office management, client communication, scheduling, and organization. Dede loves spending time with her friends and family. She and her husband Chuck have 4 sons and 2 grandsons. She is thankful to God her many blessings including the opportunity to serve.
Jessica Harguth
Operations Specialist
Jess comes to The Beck team with over 10 years of experience in the financial services industry. She has a vast background in Customer Service, Compliance, and Management. Jess has a passion for assisting her financial professionals in helping their clients reach their financial goals, along with providing superior service.
She grew up in Forest Lake, and currently lives in Columbus with husband Zach and son Mac. When away from the office she spends her time watching Mac race dirt bikes, hanging out with friends & family, and digging into some sort of craft or creative project!