Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
I am a mother, wife, daughter, sister, teammate, leader, advisor, listener, worker. I am honored and humbled that people share precious parts of their lives with me.
I have been in the financial services industry for over 20 years and at Merrill for almost 3 of them. I have the privilege of working with some of the best people I know, many of my clients have become friends. I love being a financial advisor and seeing a window into the clients aspirations for themselves and loved ones. Together we set goals such as preparing for a secure retirement, selling a business, preparing for college, saving for a big trip, transferring wealth to the next generation. When I work with clients, our relationships are close and long term and love to celebrate their achievements and support them in their challenges. I am honored to walk this path with my clients and their families and love helping people become more confident in managing their financial lives.
I enjoy spending time with my husband, Cory of 21 years, our two children, Taylor and Cayden. I love to play hockey, golf, garden, be active, go to the cabin in the summer and volunteer. I also love supporting our kids and all of their activities, which includes soccer, hockey, golf, weight lifting and most recently football.
Our advisors and Wealth Management Client Associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as Orono Foundation for Education.
Minnesota State University Moorhead
University of Saint Thomas
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #681407
Wealth Management Banking Specialist
Merrill
The Marriott Minneapolis West, 9960 Wayzata Blvd, Minneapolis, MN 55426
February 9th, 2023|4:30 PM - 7:15 PM
Please join Merrill for a very special opportunity with the Medal of Honor recipients, our Nation’s highest military service award. Bank of America Corporation has been a strong supporter of the military and veterans for nearly 100 years. Our honorees will share a personal story of service and sacrifice while protecting American freedom.
The Medal of Honor is awarded for valor in combat. Given sparingly, it is only bestowed upon the bravest of the brave, and that courage must be well documented. The medal was first authorized in 1861 for sailors and Marines, and the following year for soldiers
as well. Since then, more than 3,400 Medals of Honor have been awarded to members of Department of Defense services and the Coast Guard.
Moderated by Robert Jerome
Medal of Honor Recipients
Master Chief Britt Slabinski and
Lieutenant Colonel William Swenson
To confirm your attendance, please click here and register by Monday, February 6th.
For more information: 952.404.5917 or dana.effertz@ml.com
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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