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