Experience

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  Self-employed

  • Certified Financial Planner

    • Mar 2024 - Present
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  BALANCE

  • Financial Coach -Advanced Planning

    • May 2023 - Mar 2024
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  Zeiders Enterprises, Inc.

  • Personal Financial Counselor

    • Mar 2017 - Feb 2023

    Counseled military members, veterans and their families on all financial topics especially investments and home buying strategies with additional value delivered frequently with tax strategies and proper use of credit and debt.

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  Wells Fargo Advisors, LLC

  • Minneapolis

  • Client Service Consultant (Lic)

    • Sep 2013 - Aug 2016
    • Minneapolis

    Modified, traded and serviced Abbott Downing, Private Bank and Wealth segmented client’s accounts via telephone in a call center. Set up and monitored cases and helped clients receive and fill out paperwork through completion of problem or request. Explained possible affects of financial activit...

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  Prepare + Prosper

  • Greater Minneapolis-St. Paul Area

  • Financial Coach - Volunteer

    • Jan 2012 - Aug 2013
    • Greater Minneapolis-St. Paul Area

    Assisted medium and low income tax filers with financial planning including: budgeting, building credit, education and retirement saving strategies. Provided consultations with consumers who needed assistance with goal setting and putting together a customized step-by-step action plan that help...

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  Pakola, Steichen & Company LLP

  • Bloomington, MN

  • Financial Planning Specialist

    • 2011 - 2011
    • Bloomington, MN

    Met with wholesalers of annuity, mutual fund, Real Estate Investment Trusts and other alternative investments to hear what they were recommending. Gathered client data, developed financial plans, interpreted Morningstar reports data to include in plans. Showed clients cash flow projections to i...

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  The Connection Contact Center

  • Medicare Advisor

    • 2008 - 2009

    Sold retirees Medicare supplement, Medicare Advantage, Part D plans, dental and vision policies via telephone in a call center. Helped clients make financial decisions to spend savings/pensions wisely

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  Morgan Stanley

  • Senior Registered Client Associate

    • 2008 - 2009

    Assisted Wealth Advisor with cost basis tracking, networking and client service. Teamed with two advisors to guide investment decisions and implement a system to gain client referrals.• Accurately prepared paperwork and reports for client meetings. • Tracked work to ensure optimal processing. • ...

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  Ameriprise Financial Services, Inc.

  • Minneapolis, Minnesota, United States

  • Advanced Associate Series 7

    • May 1997 - Sep 2006
    • Minneapolis, Minnesota, United States

    • Helped clients and prospects open accounts and transfer/rollover retirement accounts between firms. • Oriented new employees/served as mentor for new employees. • Increased client satisfaction beyond goal.Modified, traded and serviced accounts via telephone in a call center.