Advocating for Your Financial Future
At Sieben Wealth Planning, our goal is to equip our clients with wealth solutions carefully crafted for their lives.
Working with Fidelity Institutional℠ gives Sieben Wealth Planning access to a wide range of products and services that can help us serve the needs of our clients.
I’m passionate about delivering the best outcomes possible for my clients. Together, our process always begins by understanding what those exact outcomes are. Success looks different to everyone, so we spend time together defining what it means for you.
Specializing in highly customized portfolios, I take a detailed approach to building a plan suited to your preferences and goals with a focus on the most efficient long-term strategy. Critical to carrying out this long-term plan, however, is remaining disciplined over time. It is in this regard that I’m fortunate to serve as a personal, lifelong guide for my clients. One of the most fulfilling parts of what I do is guide my clients through these times and watch as they reap the rewards of prudent, patient financial planning.
I graduated from the University of Denver as a business major with an emphasis on finance and statistics. I went on to receive my MBA through the University of Wisconsin MBA Consortium program. From 2001 to 2009, I worked at 3M in a variety of leadership roles in three states and two divisions. At 3M, 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 was an obvious fit as it 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.
I live in Edina, MN with my wife Katie. Together, we enjoy spending time together with our twin daughters, Eleanor and Grace, who will be in second grade, and our son Max who will be two in December. They keep me busy with hockey, soccer, skiing, softball, gymnastics, swimming and simply playing outside. When I have the time for personal hobbies, I do my best to stay fit and be active with friends. In the winter, I’m always trying to find a reason to be on a pair of skis. My favorite skiing adventures have been at remote lodges in Canada, but lately I’ve really gotten into Nordic skiing around Minneapolis.
That’s a bit about my experience and personal life, but I’d love to learn more about you. If it seems we may be a fit, please get in touch.
Our team is 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, at Sieben Wealth Planning we take a long-term approach to our investment strategies and work closely with our clients to ensure they stay aligned with their personal preferences and life events.
With over 15 years of financial services experience, I bring a wealth of knowledge and a client service mindset to Sieben Wealth Planning. I enjoy engaging with our clients to develop customized financial solutions to support their current and future financial goals. As the Director of Operations for Sieben Wealth Planning, I look forward to working with you to define your financial goals and developing the right investment strategy for you and your family.
Prior to joining Sieben Wealth Planning, I worked for Morgan Stanley and RBC Wealth Management, most recently as a Senior Investment Associate. I graduated from the University of St. Thomas with a major in Finance and a minor in Biology. I currently live in the Twin Cities with my husband, David, and our three children. We enjoy spending time outdoors – even in the winter – 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 Twin Cities.