Industry experience: More than 20 years     

Fun fact: I am an avid downhill skier and compete in an annual, 50-hour trivia marathon.

Certifications & Education

BA—Speech Communications, University of Minnesota

Phone: 612-230-3005

Industry experience: Since 1999

Fun fact: I am a former collegiate (Drake) tennis player and part-time mechanical-watch builder. 

Certifications & Education

CERTIFIED FINANCIAL PLANNER® (CFP®) MBA—Portfolio Management, University of St. Thomas BSBA—Finance & Insurance, Drake University

Phone: 612-230-3004

Industry experience: More than 20 years    

Fun fact: I bought my first stock at age 12 with paper-route money.

Certifications & Education

Certified Public Accountant (CPA) BS—Accounting, St. Cloud State University

Phone: 612-230-6951

Industry experience: More than 20 years 

Fun fact: My favorite sport is ice hockey and I like to cook.

Certifications & Education

Chartered Financial Analyst® (CFA) BS & MS—Economics, Iowa State University

Phone: 612-230-6948

Industry experience: Since 2019

Fun fact: I lived in New Zealand for 6 months.

Certifications & Education

BA - Journalism and Mass Communications, Drake University Certificate in Principles of Public Relations, Universal Accreditation Board

Phone: 612-230-6946

Industry Experience: 29 years   Fun Fact: Lisa enjoys woodworking, making everything from serving trays to larger furniture and mantels.  

CERTIFICATIONS & EDUCATION

Graduated from University of Minnesota - Duluth Certified Plan Fiduciary Advisor (CPFA®)

Industry experience: More than 20 years    

Fun fact: I teach kickboxing and strength-training classes at a local gym.

Certifications & Education

BS—Finance, Minnesota State University - Moorhead