I am an Independent Financial Advisor in Edina, MN with Lakeshore Group Wealth Management. I love my job and I am passionate about financial education.
I am with a group of Independent Financial Advisors based out of Edina, MN. Our group is Lakeshore Group Wealth Management. We work with individuals, families, and businesses to help achieve their financial goals.
Tax specialists, accountants, CPAs, estate and trust attorneys, real estate agents, insurance providers for casualty and property
Someone who has a financial need or goal. From planning for a first home, to college education, job transitions, retirement, and everything in between.