Rhonda has a Bachelor of Science degree in Education and started the first seven years of her career teaching and coaching. She has licensures in Real Estate and Health/Life Insurance in the state of Minnesota and is Series 7 and Series 66 registered as a Securities Representative with Royal Alliance Associates. She is married, has two grown children, and is active in the community.
Rhonda enjoys athletics, theatre, reading, and spending time with her family and friends. She is noted for saying that she is most interested in creating life experiences, rather than buying or having “things”. She takes pride in her strong work ethic and believes that her clients’ past life experiences is directly correlated to how they view and handle their financial situations.
SERVICE & EXPERIENCE:
While keeping life in perspective, and valuing those things that really matter to you, Rhonda focuses on your bigger financial picture. When you work with Rhonda, she’ll take you through three distinct financial planning phases: Exploration, Design, and Action.
Exploration: Rhonda will ask the question, “What’s important to you?” at the beginning of your conversation. This ensures she has a clear picture of what you’re really working towards.
Design: With the goals identified, Rhonda will design a roadmap of options that speak to your specific financial objectives.
Action: Finally, with a plan created and agreed upon, Rhonda will put everything into motion. She continually reviews your plan and its progress with you, while encouraging you to keep in touch as your life changes.
These are the ongoing commitments Rhonda strives to give her clients. She understands, and would like you to also know, that there isn’t always one “right” answer to solving financial situations. Rhonda will consider your comfort level, your wishes, and what you would like to execute. She constantly looks to develop a sound direction for her clients, with a gentle call to action.
Specific specialties include:
- Retirement & Income Planning
- Being watchful for Tax Efficiencies
- Personal Investment Portfolio, 401(k) & Beneficiary Reviews
- College & IRA Funding
- Investment Strategies for Business Owners
- Long-Term Care & Life Insurance