Shaun Westphal, Cfp® Email & Phone Number

Deephaven, Minnesota

High Note Wealth is a registered independent advisory firm working with a select group of successful clients, who recognize the value of financial planning and look to collaborate with professional advisors on a holistic approach to wealth management. We take a personalized approach to building individual relationships with our clients by first carefully listening to gain full understanding of your specific situation and family dynamics. Our goal is to simplify your decision-making through clarity and honesty, in order to help you achieve your best financial life.

Eden Prairie, Minnesota

Financial Plan ConstructionInvestment and Insurance PlanningInvestment Account Management and Customer Service

Minnetonka, Minnesota

• Solicit and develop new transportation business.• Source and manage carrier relationships.• Negotiate rates with clients and carriers.• Oversee and coordinate shipments from start to finish.• Maintain operational procedures and protocols. • Manage accounts receivable and determine credit worthiness.

Greater Minneapolis-St. Paul Area

•Manage all store business including sales, add-on value sales, shrinkage controls, inventory, etcetera. •Monitor business results to ensure store goals by managing labor, scheduling, forecasting, inventory control, and stocking/overage cycle counts.•Recruit, screen, and hire all store employees.•Train employees in selling, customer service, and operational techniques.•Act as mentor and coach to store employees.•Communicate with corporate headquarters to ensure timely and accurate information exchange.* Received two District Employee of the Month awards. * Recognized five times as Store Employee of the Month. * Chosen to speak at 2001 Sam Goody Holiday Meeting. Addressed a group of seven hundred company employees on the topic of “Leadership During Transition.”