AIS Planning

Can you believe summer is already flying by?!

We've been so lucky to spend it doing what we love most — showing up for our Central MN community.

From volunteering at Aslan Health in St. Cloud, to dancing (and cheering!) at the Women's Fund's Dancing with our Stars fundraiser, to supporting Girl Scouts, Boy Scouts, and Big Brothers Big Sisters of Central MN — our team has been all in this season. Add in charity golf tournaments for Quiet Oaks and the Fraternal Order of Police, and it's been a summer full of good causes and even better company.

Being part of this community isn't just something we do — it's who we are. Here's to soaking up the rest of summer and finding even more ways to give back!

Happy 5-Year Work Anniversary, Teresa!

Today we're celebrating Teresa and five wonderful years with AIS Planning!

Teresa has become a trusted resource within our retirement plan department, known for her extensive technical knowledge, attention to detail, and unwavering commitment to delivering exceptional service. Her ability to navigate complex retirement plan matters while ensuring each client receives solutions tailored to their unique needs has made her an invaluable part of our team.

Teresa’s willingness to go the extra mile, respond thoughtfully to participant questions, and support both clients and teammates reflect the values we strive to uphold every day.

Thank you, Teresa, for five years of outstanding service and commitment. We're grateful to have you on the AIS Planning team and look forward to many more successful years together!

We're pleased to announce that Sara has joined our team as Operations Manager!

Sara brings valuable experience, strong leadership, and a passion for building efficient processes. We're excited to have her on board and look forward to the positive impact she'll make here at AIS.

Please join us in giving Sara a warm welcome we can't wait to see all that we'll accomplish together.

Welcome to the team, Sara!

Happy 25-Year Work Anniversary, Jason!

Twenty-five years is more than a milestone, it's a legacy. Today, we're celebrating Jason and the lasting impact he has made on AIS, our clients, and everyone fortunate enough to work alongside him.

Over the years, Jason has helped shape the culture of AIS through the way he leads, serves, and invests in others. Many of the values that define AIS today reflect Jason's influence. Whether through his words or his actions, he consistently reminds us that success is about more than results it's about relationships, integrity, and serving others well.

Thank you, Jason, for the leadership, wisdom, and heart you bring to AIS. We are grateful for all you've contributed over the past 25 years and look forward to celebrating many more milestones ahead.

Happy 1-Year Work Anniversary, Sommer!

Since joining AIS Planning in March of 2025 as a Client Service Associate, Sommer has brought a thoughtful, service-oriented approach to every client interaction. Drawing on her diverse professional background she is dedicated to creating a seamless and responsive experience for the clients we serve.

Sommer’s strong interpersonal skills, paired with her passion for helping others feel confident and cared for, make her a valued member of our team. Her ability to build trust and maintain clear, supportive communication reflects the heart of AIS Planning’s client-first philosophy. We are grateful for the dedication she has shown during her first year and the positive impact she continues to make for our clients and our team.

Thank you, Sommer, for an amazing first year at AIS Planning! We appreciate all that you bring to the team and are excited to see the continued impact you’ll make in the years ahead.

Happy 27-Year Work Anniversary, Cathy!

As the CEO of AIS Planning, Cathy Juilfs has made a remarkable and lasting impact on our firm over the past 27 years. Her leadership, vision, and dedication have helped shape AIS into the organization it is today. Throughout her journey, Cathy has consistently demonstrated a commitment to innovation, growth, and delivering exceptional service to both our clients and our team.

Beyond her leadership, Cathy brings enthusiasm, authenticity, and heart to AIS every day.Her passion for what she does continues to inspire those around her.

Thank you, Cathy, for 27 incredible years of leadership, dedication, and impact at AIS Planning. We are grateful for all you do and proud to celebrate this incredible milestone with you!

Happy 7-Year Work Anniversary, Sarah!

From the moment Sarah Noble joined AIS Planning in March 2019, she has made a meaningful and lasting impact on our team. Over the past seven years, her journey has been marked by growth, leadership, and an unwavering commitment to serving both our clients and our firm with excellence.

Sarah has embraced every opportunity to expand her role—from supporting clients as a Retirement Plan Associate Advisor to stepping into leadership as a minority owner of the firm. Along the way, she has helped guide company operations, lead our Client Service Associate team, and strengthen the foundation that keeps AIS Planning running smoothly each day. Her dedication, service-oriented leadership, and belief in our mission make her a natural fit for ownership and a key part of our future.

Beyond her accomplishments, Sarah brings an enthusiasm and positivity that truly brighten our office. She has a way of lifting others up, supporting her teammates, and fostering a culture of collaboration and care.

Thank you, Sarah, for seven incredible years of growth, leadership, and impact. We are so grateful for all you do and for the positive difference you make at AIS Planning every single day.

Happy 4-Year Work Anniversary, Sydney!

From her early days as a Client Service Associate to her current role as Senior Associate Advisor, Sydney has made a meaningful and lasting impact at AIS Planning. Over the past four years, she has embraced every opportunity to learn and grow, and her journey reflects her dedication, adaptability, and unwavering commitment to serving both our clients and our team with excellence.

Sydney brings a supportive spirit, strong work ethic, and collaborative mindset to everything she does. Whether she’s delivering thoughtful guidance to clients or stepping in to support her teammates, she’s someone we can always count on. Her compassion and genuine care make AIS better every single day.

Thank you, Sydney, for four incredible years and for the many ways you continue to grow, lead, and make a difference at AIS Planning. We’re so grateful to have you on our team and look forward to celebrating many more milestones together!

Happy 6-Year Work Anniversary, Nathan!

From his early days at AIS to stepping into his role as owner, Nathan has made a lasting impact on our firm and the people we serve. Over the past six years, he’s grown as a leader and partner, helping shape AIS with vision, dedication, and a genuine heart for clients and teammates alike.

Nathan brings energy, optimism, and care into everything he does. His positive presence, commitment to excellence, and investment in our team make AIS a better place every day. We’re incredibly grateful for his contributions and proud to have him as a leader and owner at AIS.

Thank you, Nathan, for six amazing years and for all the ways you continue to help AIS grow.

Congratulations to Sydney Meyer on Her Promotion!

We’re excited to announce that Sydney Meyer has been promoted to Senior Associate Advisor at AIS Planning!

Since joining AIS Planning in February 2022, she’s grown from Client Service Associate to Associate Advisor, and now into this well-deserved next role. Her supportive nature, strong work ethic, and collaborative spirit make a meaningful difference for both our clients and our team every day.

Please join us in celebrating Sydney and congratulating her on this exciting next step in her journey with AIS Planning!