Working together, we will build a financial plan for whatever market conditions or unexpected events you encounter. Throughout the 15 years I've been working with clients, I've helped them realize the significant benefits of working with a trusted financial advisor. As a CPA financial planner, I help clients save money in taxes, simplify their financial life and enjoy peace of mind knowing someone is watching out for them.
I believe your situation deserves ongoing financial planning advice and investment management as well. Let's work together to best position you to meet your goals and have financial peace of mind.
I believe your situation deserves ongoing financial planning advice and investment management as well. Let's work together to best position you to meet your goals and have financial peace of mind.
Services
Imagine a trusted financial advisor looking out for you during all market conditions, when tax laws change, and when you experience life events. An advisor that proactively plans for whatever scenarios may occur in your life. A financial advisor that listens to your concerns and helps you navigate all the ups and downs of life as they impact you financially.
There are a number of attributes my clients share that make for a successful long-term relationship. Although most of my clients wouldn't consider themselves "wealthy", they have saved a nest egg of at least $750,000. They have done this through consistent saving and managing spending. Knowing that financial success is too important to be doing it themselves, clients seek the guidance of an advisor.
After graduating from Mankato State University with a degree in Accounting, I worked for several years in various Fortune 500 companies. But I always wanted to work with people, money, and investments. In the early 90's, the primary way to do that work was to sell products (annuities, life insurance, etc.).
After graduating from University of St. Thomas with a degree in business and economics, I attended St. Thomas School of Law. While obtaining my Juris Doctor, I had the opportunity to volunteer and focus on estate planning, financial law, and employment law. After passing the bar in 2019, I worked for a regional law firm working in a variety of employment, insurance, and litigation areas.
Every team needs that one person who provides exceptional frontline client service. For our team, that person is Vicky Sawyer. Whether it is coordinating the opening of new accounts, chasing down a complicated transfer of assets or simply taking care of day to day tasks, Vicky's 34 + years of experience and caring approach ensure clients have the peace of mind that someone is minding the details.
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