Nora has been an important member of the team since August 2015; she coordinates the processing of paperwork, manages client mailings, prepares for meetings, and handles the bulk of the phone calls. She became licensed in August of 2019 after obtaining her Series 7*, Series 66*, and insurance licenses to expand her duties to include servicing clients' accounts and providing advice. She is originally from a small town near Cambridge, MN, and received her Bachelor's degree from the University of Minnesota Duluth.
*Securities registration held with LPL Financial