Paraplanner/Trader
Acacia is currently a Paraplanner serving advisor teams in both the Plymouth and Monticello locations. As a Paraplanner, she provides support to her advisory teams and assists in all areas of client servicing and retirement planning. Her positivity and eagerness to learn make her a wonderful addition to the firm.
Acacia has a degree in Accounting from Concordia in Saint Paul. Away from the office, she enjoys traveling, camping, home improvement projects and spending time with her husband and two dogs, Hailey and Comet.