As a Financial Advisor at Lindgren Wealth Management, my primary role is to meet with clients and provide tailored financial planning and investment advice. I listen to their financial concerns, help them identify their goals, and prepare comprehensive financial plans and recommendations. I specialize in investment advice, retirement planning, and college planning – areas that not only interest me but are also in high demand among my clients. With a career in the financial services industry since 1998, I bring a wealth of experience and knowledge to every client interaction.
My journey as a financial advisor began with American Express Financial Advisors (now Ameriprise) in 1998, followed by roles at Royal Alliance in 2005, and I am set to join LPL in 2025. I hold designations such as Certified Financial Planner (2002) and Chartered Financial Consultant (2004), alongside Series 7, 63, and 65 licenses with LPL Financial, and MN life and health insurance credentials. A graduate of the University of Minnesota with a Bachelor of Science in Business, I find great satisfaction in helping clients appreciate the value of my work and in growing my business through hard work and client referrals.
Two aspects of my job that I enjoy most are the personal interactions with clients and the analytical side of investment research. I love getting to know my clients, discussing their families, and planning vacations, while also delving into investment performance analysis. The greatest value I offer is my extensive experience, having navigated clients through major economic events like the dot-com bubble, the 2008-9 financial crisis, and the Covid recession. My ability to provide sound asset management and advise a wide range of clients through various life events and economic conditions is a testament to my dedication and expertise.
Residing in my hometown of St. Anthony, MN, with my two daughters, Danica and Carly, I balance my professional life with personal passions. I've always been an athlete, having played college football and competitive softball and basketball. Today, I channel my energy into playing guitar and singing in hard rock bands, as well as playing golf with friends. Coaching my daughters in their sports and adapting to their evolving interests has been a rewarding journey, and my current passions continue to bring joy and fulfillment to my life outside the office.