Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
I currently live in Edina, with a crazy one-mile commute to work! In the summer I am out enjoying the sun working on a craft project or my recent obsession, golf. In addition to my administrative work here, I am a professional makeup artist.
I currently live in St. Louis Park. In 2020, I graduated from the University of Minnesota Duluth with a degree in Financial Planning.
I spend my summers playing pickle ball, golfing, fishing, running, and camping in the Boundary Waters. In the winter, I am passionate about all things hockey!
CFP
I live in Golden Valley, where Scott and I raised our 3 kids who have grown into amazing adults! I love gardening, walking, knitting, traveling and spending time with family and friends.
I currently reside in Bloomington but spent the greater part of my life in South Minneapolis. Travel is my favorite thing, especially to see the art and the museums in Europe. I spent many years working for the airline which only fueled my love of travel. I love to bake and visit my 4 adult children who all live out of state. I am happiest meeting new people so, IWM is a perfect fit for me.
I live in Golden Valley, where Katy and I raised our 3 kids who have grown into amazing adults! I am a recently retired financial advisor and look forward to helping the team in my new role, traveling, and spending time with family and friends.
I currently live in Prior Lake. In 2024, I graduated from Hamline University with a double major in Finance and Business Analytics. I enjoy living my life with my family and friends close to me. My hobbies include exercising, sports, fishing, golfing and dirt bikes!
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