I firmly believe the personality trait that helps me successfully perform my responsibilities at Lumitas Wealth Strategies is organization. As the financial services coordinator, my organizational skills are put to work every day in scheduling meetings, running reports for client meetings, administrating client requests, processing account service requisitions, as well as tracking licensing, continuing education, and compliance requirements. I bring the team and clients more than 20 years of experience in the financial services industry. I earned a bachelor’s degree from the University of Wisconsin-Stout in Menomonie and hold my Series 7 and Series 63 securities registrations through Commonwealth Financial Network®. Exploring new destinations is one of my passions, and some of my favorite spots include Scotland and Hawaii. Checking out the beauty of the Oregon coast and Washington State are on my list of must-see destinations. In addition to traveling, I enjoy camping with family, reading, cooking, and attending my son's various sports activities. Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org. Lumitas Wealth Strategies, 8147 Globe Drive, Suite 245, Woodbury, MN 551251, 651-204-8626. This communication is strictly intended for individuals residing in MN. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html