Wayne Norrid Wetmore Wealth Management

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Advisors

Jacob Norrid, Financial Advisor serving the Owatonna, MN area - Ameriprise Advisors

Jacob Norrid

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Jacob Norrid's website
Christina Wetmore, Financial Advisor serving the Owatonna, MN area - Ameriprise Advisors

Christina Wetmore

APMA

Financial Advisor

Visit Christina Wetmore's website

Team

Dawn Macht

Dawn Macht

Paraplanner

Qualifications

  • Series 7, 63 and insurance licensed

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Pam Leyden

Pam Leyden

Paraplanner

Qualifications

  • Series 7 and 63

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Katla Michaelson

Financial Planning Assistant

Roles & Responsibilities

  • Contacts clients to collect information for their financial plans.
  • Creates a financial plan based on client goals.
  • Works with the financial advisors in office as well as our financial planning clients to create a comprehensive financial plan.
  • Enjoys creating plans tailored to each specific client and helping clients get on the right track to achieve their goals.
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Shannon Weisbrod

Shannon Weisbrod

Office Manager,

Client Service Specialist

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Processes money movement requests and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Sherry McCartney

Client Service Specialist

Roles & Responsibilities

  • Schedules meetings for advisors
  • Client concierge
  • Marketing
  • Plans client appreciation events
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