Who is Principal Preservation Services?

We have been working with individuals and businesses in the area for several years and each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We look forward to using our expertise to help you pursue your financial goals.

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Proudly providing comprehensive retirement services to the great states of Minnesota & Wisconsin.

Our aim is to safeguard your retirement funds and enable you to fully experience the retirement you’ve always envisioned!

Our Mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

We endeavor to know and understand your financial situation, and as a fiduciary, we provide you with only the highest quality advice, information, services, and products to help you reach your goals.

Principal Preservation Services, LLC affirms that it meets and will abide by the following standards:

Better Business Bureau

Rated A+ by the Better Business Bureau

BBB has determined that Principal Preservation Services, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

Better Business Bureau

View our information on the BBB website

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More people should learn to tell their dollars where to go instead of asking them where they went.

About Our Founder

Mike Kojonen

OWNER/CEO

Mike Kojonen is the founder/owner of Principal Preservation Services LLC, with offices in Woodbury, MN and Hudson, WI. He has been in the financial services industry since 2002 helping clients in budgeting and finance, but now solely focuses on helping pre-retirees/retirees with necessary retirement planning.

David Spethmann
David Spethmann

SERVICING ADVISOR

David joined our team in 2022 as an Investment Advisor Representative. In this role, his primary goal is to provide exceptional service to…

Jessica Thell
Jessica Thell

OFFICE ADMINISTRATOR

Jessica has been with Principal Preservation Services, LLC since 2016. She brings experience from a management and customer service background…

ANGIE KOJONEN
Angie Kojonen

EVENT COORDINATOR

Angie is Mike’s wife and does extensive work behind the scenes at Principal Preservation services. She works closely with Jess by organizing and implementing…

Luke Alseben
Luke Alsleben

ASSOCIATE ADVISOR

Luke comes from a construction background, where he learned the importance of hard work, attention to detail, and customer satisfaction…

Tate Hullett
Tate Hullett

OPERATIONS MANAGER/ADVISOR

Tate joined our team in 2021 as a college intern, where he learned valuable communication, finance, and customer service skills…

Joe Altman

ASSOCIATE ADVISOR

INVESTMENT ADVISOR REPRESENTATIVE

Joe graduated with a finance degree from the University of Wisconsin, Eau Claire in 2004. He has since worked in the financial services industry, including time with the largest broker dealers…
Andy Lacy

CLIENT RELATIONS MANAGER

Andrew joined our team in 2023 as a client relations manager. Having an extensive background in client relations, his primary role is to ensure fulfillment of client needs…

Tori Kojonen

MARKETING ASSOCIATE

Tori is Mike’s daughter and does a lot of her work behind the scenes for Principal Preservation Services. She works closely with Jess and Angie ensuring that all events hosted by Principal Preservation Services go off without a complication…

Ready to Achieve Your Financial Goals? Get Started Now!

Schedule your complimentary financial review today!

Secure Tomorrow, Today.

Schedule Your Complimentary Financial Review!

We’ll guide you through a personalized financial plan, ensuring you’re comfortable and confident in your choices.

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