Have you ever wondered if you can maintain your current lifestyle later in retirement? If there's a way to reduce your overall tax burden in the future? Or how to prepare your family to inherit and manage wealth responsibly?
We tackle these questions in our office every day. Working together with our clients (and their families), we draft personalized strategies. We do this by focusing first on organizing finances, optimizing investments and then collaborating with our team of professionals (CPAs, health insurance agents and attorneys) to craft strategies to help our clients.
I moved to Minnesota to attend the University of Minnesota Duluth (UMD), where I received my BBA in financial planning and finance. I feel fortunate to have lived in northern Minnesota for over 12 years and have enjoyed every season — especially the season my husband, Micah, and I are in now as parents.
I am mother of the sweetest baby boy and most fun threenager on the planet. While I truly try to spend as much time as I can with my kiddos in this stage of life, I am also chapter president of Finnish Americans and Friends (FAF), member of American Association of University Women Hibbing Chapter (AAUW), and active in Toys for Tots and the Alzheimer's Association.
Deb Kosel, our branch office administrator, manages our day-to-day operations. Deb has more than 25 years of customer service experience and is a proud dog-mom of three labs. She will welcome you in person and over the phone with a bright smile and can assist you with many of your questions. As a team, we enjoy the work we do, and our goal is to provide you with the highest-quality service.
If you are looking for a financial team who cares and is committed to your personal success, we look forward to meeting with you.