Location:
Minneapolis, MN
Industry:
Financial Services
Work:
Wipfli Financial Advisors
Retirement Plan Services Leader
Hewins Financial | Wipfli Hewins Jun 1, 2013 - Oct 2016
Associate Advisor
Hewins Financial | Wipfli Hewins Jun 1, 2013 - Oct 2016
Financial Advisor St Paul
Education:
University of Minnesota Duluth 2016 - 2018
Bachelors
University of Minnesota Duluth 2008 - 2013
Bachelors, Bachelor of Business Administration, Financial Management, Accounting, Finance
Skills:
Microsoft Office
Powerpoint
Teamwork
Strategic Financial Planning
Microsoft Word
Social Media
Finance
Customer Service
Morningstar
Microsoft Excel
Interests:
Football
Cooking
Baseball
Hockey
Golf
Hunting
Certifications:
Cfp - Certified Financial Planner
Series 65
Aif - Accredited Investment Fiduciary
Crps - Chartered Retirement Plan Specialist
Certified Financial Planner
