Who We Are

In talking about his work philosophy with regard to his clients, Terry speaks with sincerity and conviction: “I provide quality service to my clients by continual advancement of my knowledge and experience through education, application, training and review.  I will retain the confidence and trust of my clients through my total commitment to honesty and integrity in every aspect of our relationship.”

 

 

Phone: (952) 897-5011
Fax:  (952) 897-5007
Email: tklewis@ft.nyl.com

 

Terry K. Lewis, CLU®, CFP®, ChFC®


Terry K. Lewis has been highly successful in providing quality insurance products, financial services and wealth management services to his clients since 1980.  He is a Member Agent of The Nautilus Group®, which is an exclusive planning resource staffed by professionals with experience in tax, law, insurance and finance.  This affiliation provides Terry and his clients advanced planning strategies and support. He also works with clients as a Financial Adviser with Eagle Strategies LLC.  Terry’s career focus is on estate conservation, business insurance planning for succession, asset management, and key employee protection.  Prior to joining New York Life Insurance Company as an agent, he served two tours of duty with the United States Marine Corps.  His professional affiliations include membership in the Association for Advanced Life Underwriting (AALU), the Society of Financial Service Professionals, and the National Association of Insurance and Financial Advisors (NAIFA).  Active in his community, Terry is past chairman of the board of the Edina Chamber of Commerce, past church council president, the Edina Chamber Legislative Committee Member and past chair, and the Edina Visitors Bureau “Explore Edina” Board Member and past chair.  Terry and his wife, Katie, make their home in Edina and he has two adult children, Justin and Jeremy.  He and Katie are proud grandparents to Sloane and Holden.

Phone:  (952) 897-5045               Fax:  (952) 831-3627                 Email:  croslien@ft.nyl.com

Craig Roslien, CLU®, ChFC®


For more than 30 years, Craig Roslien has been helping his clients achieve their financial goals as a New York Life agent.  With his experience, outstanding service, and extensive knowledge, his goal is to provide insurance and financial products for individuals, families, and small business owners.  As an experienced insurance and financial professional, Craig is proud of the reputation he has built with his clientele.  His ability to meet his customers’ needs, along with his dedication and commitment, have resulted in a solid client base and referrals from satisfied clients.  Craig is an Investment Adviser Representative with Eagle Strategies LLC, a member of the National Association of Insurance and Financial Advisors (NAIFA), a member of the Million Dollar Round Table,* and a member of the Society of Financial Service Professionals (FSP).  Craig is a graduate of St. Olaf College with a Bachelor’s Degree in Biology and Chemistry, and has an MA in Educational Administration from the University of Iowa.  He is involved in his church as President of Men’s Ministry and serves as a board member for the Memorial Foundation.   Craig has been married to his wife, Pat, for 46 years and they have two adult children, Sarah and Stephen.


Phone: (651) 497-4972
Fax: (952) 897-5066
Email:  jbatalden@ft.nyl.com

Joshua Batalden, FLMI


Josh has been an agent with New York Life Insurance Company for 10 years and is an Investment Adviser Representative with Eagle Strategies LLC and a Registered Representative with New York Life Securities LLC.   Josh is a graduate of Gustavus Adolphus College with a degree in Financial Economics.  He currently holds Series 6, 7, 63, and 65 securities licenses with FINRA and the management designation of FLMI.  Josh focuses on helping young families and pre-retirees develop a sound financial strategy to be able to plan for a successful future and retire on their terms.  Josh resides in Chanhassen with his wife, Jenny, and their daughters Allison and Marissa.


Phone:  952-897-5094
Fax:    952-897-5066
Email:  eanderson04@ft.nyl.com

Ethan Anderson 


Ethan Anderson recently joined as an agent of New York Life Insurance Company. He is a graduate of the University of Wisconsin-River Falls with degrees in Business Administration (Finance) and Economics. Ethan currently holds his Life, Health, and Accident insurance licenses in MN, SD, and WI, as well as his Series 7 and 63 licenses.  His focus is on helping individuals and families reach their financial and life goals through comprehensive strategies. Ethan and his wife, Sara, reside in Hudson, WI.

   

Phone: (952) 897-5023
Fax:  (952) 897-5007
Email:  tklewis1@ft.nyl.com
 

Amy Dufresne


Amy has 27 years of experience in the financial/insurance industry and serves as our Director of Operations, managing the business processes of our office.  She focuses on client service, managing the underwriting process, and maintaining the office financials.  Amy holds her insurance license, as well as a Series 6 and 63 licenses with FINRA.  She and her husband, Tom, have two children, Emma and Will.

 

Phone: (952) 897-5095
Fax:  (952) 897-5007
Email:  mrkase@ft.nyl.com
 
Maggie Kase
Maggie has worked in the financial and insurance industries for the past 13 years.  As the Director of Marketing for our office, she provides invaluable support to our advisers and manages daily activities relating to marketing and client development.  She holds her insurance license in the state of Minnesota and is a graduate of DePauw University.  Maggie and her husband, Matt, have two children, Greta and Tucker.

 

Terry K. Lewis is a Member of The Nautilus Group®, a service of New York Life Insurance Company.   Membership is limited exclusively to the company’s agents.
 

Terry K. Lewis, Craig Roslien, Joshua Batalden, and Ethan Anderson are Registered Representatives offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.
 

* MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

 

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