Apr 2023 – Dec 2024 · 1 yr 8 mos · Chanhassen, Minnesota, United States · On-site

Oct 2020 – Apr 2023 · 2 yrs 6 mos

Jul 2019 – Apr 2023 · 3 yrs 9 mos

Sep 2018 – Jul 2019 · 10 mos · Osseo, Minnesota

Jun 2016 – Sep 2018 · 2 yrs 3 mos · Greater Minneapolis-St. Paul Area

Jan 2015 – Jun 2016 · 1 yr 5 mos

Mar 2014 – Jan 2015 · 10 mos · Greater Minneapolis-St. Paul Area

• My experienced team and I provide attentive and personal service to every client. Proper planning brings great ideas to fruition and keeps them sound for the future. Some of our specialties include:
• Retirement Planning Strategies
• IRA’s (Roth and Traditional)
• Asset Management Accounts
• Business Planning Strategies
• Estate Conservation
• Variable and Traditional Life Insurance
• Company Sponsored Retirement Plans
• Deferred Compensation Programs
• Buy-Sell Plans
• Disability Income
• Mutual Funds
• Education Planning Strategies
• IAR VERSION (FPs with a 65 or 66)
• AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [[AXA Advisors] is not owned or operated by AXA Advisors or its affiliates.]

Mar 2010 – Oct 2013 · 3 yrs 7 mos

• Responsible for sales, customer service, and discovering the proper solution to meet each customer’s needs for a
• project and special orders in seasonal and plumbing department
• Achieved Sales Performance Incentives goals repeatedly by asking the right questions to discover needs of
• customers to offer appropriate solutions and sales made
• Successfully keep current on product knowledge by using online tools and using that knowledge to educate
• customer and complete sales

Mar 2007 – Sep 2008 · 1 yr 6 mos

• Responsible for sales and customer service; usually working alone and with sole responsibility of sales goals and
• operations
• Effectively learned how to multi-task while meeting the responsibilities that were required
• Served as acting night manager for extended period of time; duties included additional responsibilities in
• opening, closing, bank deposits, record keeping, inventory, shipping and receiving and providing 70+ hours per
• week coverage so that monthly sales goals were exceeded and Sales Performance Incentives achieved each
• month
• Responsible for all duties to ensure customer service is provided and sales are achieved: open, close,

Jun 2006 – Mar 2007 · 9 mos

• Responsible for checking out customers, maintaining and balancing cash drawer, obtaining sales goals, and solving
• customer issues
• Volunteered to become a shift manager obtaining responsibilities of opening and closing shifts while receiving
• experience of leading a team
• Led consistently among peers in customer satisfaction, receiving employee of the month multiple times