As seen in
Twin Cities Five Star award winner

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Nine year Five Star Wealth Manager

PROFESSIONAL CREDENTIALS AND MEMBERSHIPS

• CERTIFIED FINANCIAL PLANNER™ professional, 1995
• Certified Divorce Financial Analyst® professional, 2002
• MN Insurance License #20001775, 1994
• Series 7, General Securities Representative, 1993
• Series 63, Uniform Securities Agent State Law Registration, 1993
• Series 24, General Securities Principal, 1999
• Board Member, Daisy Camp, 2011-present
• Board Member, MN’s Collaborative Law Institute, 2005-2007, 2009-2011
• Co-President, MN’s Collaborative Law Institute, 2007
• Board Member, International Association of Collaborative Professionals (IACP), 2007-2009
• Board Member, Financial Planners Association of MN, 2004-2005
• Member, The Institute for Divorce Financial Analysts™
• Member, Collaborative Law Institute of Minnesota
• Member, International Academy of Collaborative Professionals

PRESENTATIONS & TRAININGS

Speaker, Top Tips for Establishing the Marital Standard of Living for Spousal Maintenance, Family Law Institute, March 20, 2023
Speaker, 5 Common Compensation Models for Businesses, Minnesota Continuing Legal Education Virtual Event, 2022
Speaker, Always on Acquistitions, Cetera Connect21 Virtual Conference, 2021
Speaker, Niche Marketing, Cetera Advisor Networks Connect2Peers Conference, Chicago, IL, 2021
Speaker, Neutral Financial Professionals, St. Thomas Law School, Minneapolis, MN, 2020-present
Speaker, THRIVE After Divorce, Daisy Camp, Minneapolis, MN, 2019-present
Speaker, Purple Cow Your Practice, Cetera Connect 18 Conference, San Antonio, TX, 2018
Speaker, The Key to Strategic Planning & Marketing Execution, AdvisorNet Financial Annual Retreat, 2018
Speaker, How to Up Your Divorce Financial Game Plan, FPA Symposium, Minneapolis, 2017
Speaker, How to Reduce Income and Estate Taxes on Your IRA, 401(k) and Pension, Bloomington, MN,
2017 - 2018
Speaker, Mix Assets and Debts and What do you Get? Quick Tips to Organizing and Understanding the Balance Sheet, Family Law Institute, 2017
Speaker, Saver, Spender, Flasher, Stasher – What is your clients’ money psychology and how does it affect their decision making?, CLI Annual Forum, 2016
Speaker/Trainer, Up Your Financial Game Plan, Full Day Training Camp, 2016 to present
Speaker, How to Grow Your Practice by Focusing on a Niche Market, Cetera Connect 18 Conference, 2016
Speaker, Building a Thriving Practice for the Future, AdvisorNet Financial Annual Retreat, 2015
Speaker, Shark Tank: The More Collaborative Dolphin Addition, CLI Annual Forum, 2015
Speaker, No Silver Bullet – Customized Solutions for Complex Financial Issues, Collaborative Law Institute of MN Annual Meeting, Minneapolis, MN, 2014
Speaker, Feng Shui Your Finances, Daisy Camp, Minneapolis, MN, 2014-2018
Speaker, Equities are a Girl’s Best Friend, Daisy Camp, Minneapolis, MN, 2014-2018
Speaker, Tidy Up Your Loose Ends, Daisy Camp, Minneapolis, MN, 2014-2018
Speaker, Dollars & Sense, Daisy Camp, Minneapolis, MN, 2007-present
Speaker, Looking Forward Financially, Ruth Hayden, Minneapolis, MN, 2014
Speaker/Trainer, Family Law Series: Collaborative Practice Fundamentals, MN CLE, Minneapolis MN, 2012
Speaker/Trainer, Collaborative Practice: A Family Friendly Approach to Divorce, Hennepin County Bar Association, Minneapolis, MN, 2012
Trainer, Interdisciplinary Collaborative Practice, Lethbridge, Canada, 2011
Speaker/Trainer, Interdisciplinary Collaborative Practice, Rome, Italy, 2010
Speaker/Trainer, Australian Collaborative Conference, Sydney, Australia, 2009
Trainer, Interdisciplinary Collaborative Training, Washington, DC, 2009
Speaker, European Collaborative Conference, Cork, Ireland, 2008
Speaker/Trainer, IACP Annual Forum, New Orleans, LA, 2008

This award was issued on 12/1/23 by Five Star Professional (FSP) for the time period 3/13/23 through 9/29/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,280 Twin Cities-area wealth managers were considered for the award; 637 (15% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,080, 633, 16%, 12/1/22, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.
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For a comprehensive review of your personal tax situation, always consult with a tax or legal advisor. Neither Cetera Advisor
Networks LLC nor any of its representatives may give legal or tax advice. Asset allocation is an investment strategy that will not
guarantee a profit or protect you from loss. All investing involves risk, including the possible loss of principal. There is no
assurance that any investment strategy will be successful.

Registered representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Additional advisory services offered through AdvisorNet Wealth Management.  Cetera is under separate ownership from any other named entity.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.