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Rachel loves that she gets the opportunity to build relationships with clients and seeing their goals be achieved with financial planning. When she's not at work she enjoys watching basketball, soccer and Formula 1. She loves traveling and going to concerts and loves them even more together!
Bachelor of Arts (BA) in Political Science from University of Wisconsin-Eau Claire
A fun fact about Jennifer is her favorite foods are cheesecake and broccoli. Someday she would like to learn how to weave on a floor loom!
Bachelor of Fine Arts from Hamline University.
Amber loves creating fun events that bring clients and advisors together while celebrating life changes such as families growing, birthdays and anniversaries. When she's not working, she is usually with her kids and dogs or planning a personal event.
Deepshikha loves the dynamic of finances -there’s always something new happening in the markets, with global events, economic policies or technological advancements influencing the way money flows. When she isn't working she is playing volleyball, cooking or visiting a beach or backwater in Kerala, India.
Ishaa loves that she has the ability to help people feel confident about achieving the lifestyle they want to live. One of her personal goals is to be able to travel around the world and see as many countries as possible!
Bachelor of Science in Business from the Carlson School of Management at the University of Minnesota.
Betsy loves helping clients – either with direct contact or by supporting their advisors in the background – get to their goals. When she's not work, she enjoys reading, any kind of fiber art and spending time with her family.
Bachelor of Arts (BA) in Philosophy from Hamline University.
Jerome loves outdoor activities such as, go karting, football and cricket. His favorite foods are pizza, fried chicken and lasagna.
Beth loves working with a team dedicated to helping people reach their financial goals! She enjoys spending time with her family, staying active, heading up north to the cabin, and cheering on the Minnesota Wild during hockey season.
Bachelor of Arts in Finance and Business Analysis & Analytics from Bethel University
Aidan enjoys the personal connection as well as the ever-changing conditions of the wealth management industry. His future goals are to become a full-time advisor. When he's not working, he enjoys golfing and getting out on the lake with friends.
Bachelor of Business Administration in Finance from University of North Dakota.
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