Position:
Financial Planner at Foster Klima & Company
Location:
Greater Minneapolis-St. Paul Area
Work:
Foster Klima & Company
- International Centre Building, Minneapolis, MN since Oct 2012
-
Financial Planner
Thrivent Financial for Lutherans
- Golden Hills Office Center- Golden Valley, MN Jun 2008 - Oct 2012
-
Financial Advisor
The Minnesota Daily
Jan 2007 - May 2008
-
Senior Classified Sales Account Executive
Sigma Phi Epsilon
Sep 2007 - Apr 2008
-
Hoops for Hearts Coordinator
Bobby and Steve's Auto World
Jun 2004 - Dec 2006
-
Enthusiasm Engineer and Shift Leader
Graf Optical
Jan 2005 - Sep 2006
-
Optician and Insurance Agent
Education:
Kaplan University 2011 - 2013
CFP Candidate, Certified Financial Planner
University of Minnesota - Carlson School of Management 2004 - 2008
B.A., Public Relations and Business Management, Spanish emphasis
University of Minnesota-Twin Cities 2004 - 2008
Skills:
Improving Cash Flow, Cash Flow Forecasting, Helping build life-long income, Life Insurance, 401k Rollovers, Insurance, Customer Service, Customer Relations, Tax Efficiency, Estate Tax Planning, Roth IRA, Asset Managment, Asset Allocation, Retirement Planning, Retirement Savings, Education Strategy, Long Term Care Insurance, Disability Insurance, Independent Financial Advice, Charitable Gift Planning, Fundraising, Debt Management, Establishing a Budget, Asset Management, Financial Services
Interests:
Investing, Asset Allocation, Day Trading, Golf, Lacrosse, Basketball, Baseball, Football, Hunting, Snowboarding, Wakeboarding, the Lake