Partner, Wealth Planner, CFP®, CEPA®, CPFA
Client Service Specialist
Client Service Associate
Waterfront Financial Group is a proud member of the Edina Chamber of Commerce, a not-for-profit organization committed to helping Edina businesses survive and thrive. Goals include making Edina the optimum place to do business by providing opportunities for business growth and development, community involvement and enrichment, and personal and professional growth.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.