I am passionate about helping my clients create a better life by achieving goals that they may once have thought were out of reach.
About me
I have been working in the financial industry and with the same company, Munkeby Kramer, since 2007. I am dedicated to helping my clients plan for their future. I have been afforded the name ‘Reliable Financial Planner’ based on the dedication and accountability I bring to my client relationships.
I specialize in Financial Planning, Investments, and Insurance Services in Minnetonka, Hopkins, and Blaine.
Here’s how I can help:
✔ Goal Planning
✔ Expectation setting
✔ Set actionable steps to reach financial goals
✔ Cash management
✔ Debt review
✔ Investment management
✔ Retirement planning
✔ Income in retirement
✔ Tax analysis
✔ Education planning
✔ Asset protection*