Kristy Schaffer Email and Phone Number
Kristy Schaffer work email
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Kristy Schaffer personal email
Kristy Schaffer phone numbers
PrairieView Partners, LLC is a locally owned, independent, fee-based, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states.PrairieView Partners was established to fulfill a purpose that was not, in our view, being adequately met in the marketplace. Individuals with net worths between $1 million and $20 million, our target market, have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination.Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. The goal is to serve as the central point of communication for our clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.
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PartnerPrairieview Partners, Llc Jan 2008 - PresentSt Paul, Minnesota, Us
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PartnerIrwin Schaffer, Llc Jan 2008 - PresentCPA Firm
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Senior Planner And Tax AdvisorCarlson Capital Management 2002 - 2007
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Tax AdvisorHlb Tautges Redpath, Ltd. 2000 - 2002Saint Paul, Minnesota, Us -
Tax AdvisorPricewaterhousecoopers 1998 - 2000Gb
Kristy Schaffer Skills
Kristy Schaffer Education Details
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Montana State University BillingsAccounting -
College For Financial PlanningMaster Of Science Degree In Financial Planning
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Cpa, Certified Public AccountantPersonal Financial Specialist
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University Of RedlandsBusiness Administration And International Relations
Frequently Asked Questions about Kristy Schaffer
What company does Kristy Schaffer work for?
Kristy Schaffer works for Prairieview Partners, Llc
What is Kristy Schaffer's role at the current company?
Kristy Schaffer's current role is Partner at Irwin Schaffer, LLC.
What is Kristy Schaffer's email address?
Kristy Schaffer's email address is kr****@****ers.com
What is Kristy Schaffer's direct phone number?
Kristy Schaffer's direct phone number is +165123*****
What schools did Kristy Schaffer attend?
Kristy Schaffer attended Montana State University Billings, College For Financial Planning, Cpa, Certified Public Accountant, University Of Redlands.
What skills is Kristy Schaffer known for?
Kristy Schaffer has skills like Estate Planning, Retirement Planning, Financial Planners, Investments, Finance, Strategic Financial Planning, Insurance.
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