College Savings Plans
About the Financial Advisor
Eli has a family team business that manages a broad range of financial issues for a select group of clients, and their children, grandchildren, and extended families. They specialize in tax strategies and retirement planning.
They manage their clients’ investments, and help them with their life, disability, health, and long-term care insurance, college savings plans, and estate planning.
They work with clients living in many areas of the United States, but especially in Minnesota, Arizona, and Florida.
Education and Designations
- University of St. Thomas, Bachelor’s Degree, Business Administration with emphasis in Business Management
- University of Minnesota-Twin Cities, General Business
In her free time, Eli enjoys music, dancing, motorcycling, DIY projects and participates in many weightlifting sport activities.