Your Goals. Our Expertise.
Sieben Wealth Planning selected Fidelity as our primary custodian. A custodian maintains and safeguards the assets. Having Fidelity act as our custodian for client assets provides us access to a wide range of advantages.
With a leading-edge user experience and a strong focus on cybersecurity, Fidelity’s award winning technology solutions provide a best-in-class partner for us to deliver personalized service to you.
The Fidelity platform offers thousands of investment products and solutions from ETFs (exchange-traded funds), mutual funds, SMAs (separately managed accounts), and a vast network of alternative providers. Our most common solutions are low-cost and tax-efficient portfolios built with our partners at BlackRock, Vanguard, Fidelity Investments, and DFA.
For highly customized portfolios, we are advocates of custom index strategies from our partner at O’Shaughnessy Asset Management. We now have a low-cost, and highly customizable solution, for historically challenging tax and investment situations. We continue to find more opportunities for this strategy.
First Light Asset Management has been a great, and unique, partner for over 10 years. Their SMA strategy is focused on small companies exclusively in the healthcare sector.
I believe our lives are enriched with options when we formulate a plan for our personal finances and steadily pursue our goals for the best financial outcomes possible. What I enjoy most in this business is helping people do just that, and I’m excited every day for that opportunity at Sieben Wealth Planning.
I thrive on creating a customized financial plan from a complex and challenging situation, then translating that into a one-page, easy-to-understand summary. Our clients love this quick, straightforward resource as well.
Corissa Moos and I attract clients who are intelligent, hard-working, and successful. Yet, they don’t always have the time or the best resources to design the most prudent path to fulfilling their dreams for the future. We absolutely treasure our clients, and nothing is more gratifying than finding the right investment for the right account or saving a client from unnecessary taxes.
As a graduate of the University of Denver, Daniels School of Business, I went on to receive my master’s degree through the University of Wisconsin MBA Consortium program. Working at 3M for eight years in leadership roles in three states and two divisions, I learned the importance of product integrity, having a long-term mindset while achieving quarterly results, and what it takes to launch innovative products.
Becoming a financial advisor in 2009 allowed me to utilize these analytical skills and build long-term relationships with individuals and families. In 2021, I left RBC Wealth Management as a First Vice President to launch and direct Sieben Wealth Planning.
Here, we specialize in building unique financial plans with personalized portfolios and take the time to clearly understand what’s most important to our clients. With that clarity and our expertise, we design customized plans, supplemented with consistent support.
My wife, Katie, and I live in Edina with our twin daughters, Eleanor and Grace, now in 4th grade, and our preschool son, Max. I thoroughly enjoy coaching their teams, and we love traveling as a family. I like to stay fit and active, and when I’m away from my family, I can get as excited about skiing as I can about family time or helping my clients achieve success.
I’m especially drawn to backcountry skiing, and my vision of an ideal day is to climb a mountain and ski down it. My favorite ski destination? British Columbia, and my bucket list is full of anticipation for skiing in Japan, the Alps, and Himalayas.
That’s a bit about my experience and personal life, and I’d love to learn more about you. If it seems we may be a fit, please get in touch.
At Sieben Wealth Planning, we are passionate about partnering with our clients to create a disciplined and efficient investment strategy to bring individuals and families financial peace of mind. Our work does not stop with an initial financial plan.
We take a long-term approach to our investment strategies. We work closely with our clients to ensure the plan stays aligned with their personal preferences and life events. As a financial wealth management professional, I gain immense pleasure from getting to know our clients and helping to direct them on a solid course to financial freedom and joy.
In our initial meetings, we want to make sure that we can work well together to deliver the best guidance for financial success. We wholeheartedly enjoy building lasting relationships where our clients know they can count on us for advice that serves their best interests.
With a long-time interest in building wealth with winning strategies, I attended and graduated from the University of St. Thomas with a bachelor’s degree in finance. Since then, I moved into investment positions with Morgan Stanley and RBC Wealth Management.
Joining Sieben Wealth Management in January of 2022 has allowed me to apply my expertise and client-service mindset to developing the right investment strategy for our clients’ successful futures. I especially find joy in building relationships, client onboarding, daily finance work, and conducting a long-term approach to financial planning.
Clients quickly find that I am hard working, caring, and detail oriented. Dave and I thrive on personalizing plans for our clients to achieve the goals that are important to them, and we’re dedicated to making that happen. Continuing to grow my role with Sieben Wealth Planning keeps me energized every day!
I currently live in the Twin Cities with my husband, David, and our three children. We keep busy spending time outside with our family and friends. When we aren’t attending our kids’ sporting events, we enjoy golfing, tennis, and looking for new restaurants in the metro. I’m also involved in our children’s schools and with the Children’s MN Gala Committee. I love to travel, especially to the beach!
Fun facts about me are that I have been skydiving, studied abroad in Barcelona, Spain, and became engaged in Lucerne, Switzerland. What’s on my bucket list? Travel! I would love to go to Wimbledon, golf in Ireland, and visit Banff with my family.
I would love to hear about your financial goals and help develop a customized investment strategy for you and your family. If you’re ready for a chat, please get in touch.