Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Spending Time with Family
- Community Outreach
- Traveling
- Board Games
- Football
Team Members
- Renee KellySr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
Fri | Closed for Holiday |
Fri | Closed for Holiday |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
Fri | Closed for Holiday |
Fri | Closed for Holiday |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
Additional Hours
- Evenings
Phone
(763) 424-4881Fax
(888) 850-5394Office Address
131 Central AvenueOsseo, MN 55369opens in a new window
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