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Retirement Plans Made Better

Nesbit Financial, LLC is an independent retirement plan consulting practice. We strive provide clarity to plan sponsors in understanding and fulfilling their fiduciary responsibilities to their employees, and to their plan. 

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Peter Robinson

President / Retirement Plan Solutions

(952) 746-4336

pete@nesbitfinancial.com

Peter Robinson has worked with retirement plan sponsors since 2005.  His focus is working with plan sponsors to develop, deliver, and implement industry leading retirement plan solutions.  Advising clients in a systematic fashion on plan design, investment due-diligence, fiduciary obligations, and promoting participant education at all levels.

Prior to founding Nesbit Financial, Peter worked with the Principal Financial Group.  While with Principal, Peter focused on building and servicing over 40 corporate retirement plan relationships ranging from start up plans to employer groups with thousands of employees.  

Peter attended the University of Minnesota and served in the United States Marine Corps.

Alec Showen

Director of Operations

(952) 746-4329

alec@nesbitfinancial.com

Alec is originally from La Crosse, Wisconsin, moving to the Twin Cities to attend the University of Minnesota. He has a BA in Business and Marketing, and minor in Sport Management. Alec has come on as the Director of Operations for Nesbit Financial, servicing clients' retirement plans and overseeing day-to-day operations.

Curt Swenson

President of Wealth Management

952-562-2442

952-657-7859

curt@nesbitfinancial.com

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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