Advanced Planner - Bluespring Wealth Management (formally Vector Wealth Management) - Minneapolis, MN
(2025-06)
- Serve as a relationship manager of client engagements with four Senior Wealth Advisors.
- Prepare tax, cash flow, and estate planning analyses for clients in collaboration with advisors.
- Clearly communicate action items to members of the Client Service Team and Portfolio Management Group, ensuring the client's needs are addressed with care, in a timely manner.
- Step in to address any questions or concerns from clients or team members in an advisor's absence.
Financial Planning Associate - Refine Wealth Strategies - Minnetonka, MN
(2022-07 - 2025-05)
- Support five lead and associate advisors, prepare analyses and comprehensive plans for clients in all stages of life.
- Identify areas of weakness and recommend improvements in areas such as risk management, retirement planning, estate planning, and other goals specific to each client.
- Collaborate with team members, clients, and additional resources to gather necessary information.
Collaborative Pianist - Freelance - Minneapolis, MN
(2022-06)
- Collaborate with vocal ensembles in rehearsal and performance.
- Coordinate repertoire and rehearsal dates/times with directors.
- Prepare with flexibility to make changes quickly.
- Most recent collaborations with: Bloomington Chorale, Allegro Academy Choirs, Angelica Cantanti Youth Choirs, Farmington High School Theater, Burnsville High School Choirs, Owatonna Middle School Choirs, Lakeville Middle School Choirs, Dakota Valley Chorus.
Resident Assistant/Assistant Hall Director - Luther College - Decorah, IA
(2020-08 - 2022-05)
- Act as a resource to students on campus, resolve conflicts between roommates, manage emergency situations, hold informational meetings, plan and execute activities and events.
- Schedule RAs for desk shifts, keep track of progress toward yearly programming goals.
