As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
In 2008, I began my Edward Jones career as a financial advisor in Fargo. I have been honored to receive several awards from Edward Jones over the years that include the Ted Jones Prospecting Award, Ted Jones Entrepreneurial Award, Region Leader Award and Spirit of Partnership Award.
I attended Minnesota State University Moorhead and graduated with a bachelor's degree in business administration. I have been active in Women In Networking (WiN), Business Networking International (BNI), Business Connections, the chamber and Fargo Rotary.
I am a third-generation resident of the Fargo-Moorhead Area. My husband, Steve, and I have two daughters, Marissa and Katie, a son-in-law, Ben, and a dog, Jack. We enjoy spending time in the Minnesota lakes area.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Wealth Strategies
- Divorce Finances
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Wealth Strategies
- Divorce Finances
Office Information
Phone Number
Cindy Magnuson at (701) 232-2091Branch Team
- Katy Lorentz
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Katy Lorentz
- Branch Office Administrator
Branch Team
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