Your Team

Here to serve you

Your Team of Professionals

MICHAEL FRIES

MICHAEL FRIES

ACCOUNT EXECUTIVE

Contact Me When:
You have service needs related to your managing accounts throughout your divorce and after, such as a splitting assets, transfers, withdrawals or deposits.  He is sensitive to all your needs in navigating the divorce world. You may call him to help you check on the status of a strategy you’re implementing with Michelle. His goal is to serve you and take financial tasks off your plate.

MICHELLE KLISANICH, CFP®, CDFA®

MICHELLE KLISANICH, CFP®, CDFA®

WEALTH ADVISOR, RJFS Investment Advisor Representative Birch Cove Group, Ltd.

For Current Clients:
Fill out the form below with your questions and I will get back to you.

ZARAH JOHNSON

ZARAH JOHNSON

CLIENT SERVICE ASSOCIATE

Contact Me When:
You want to schedule with Michelle, you want forms mailed (ie: tax forms) or any other service needs.

MICHELLE WAGNER

MICHELLE WAGNER

EVENT & CREATIVE DIRECTOR

Michelle helps our clients stay connected through client appreciation events, social media, website & emails.

JOEL ANDERSON, CFP

JOEL ANDERSON, CFP

INVESTMENT CONSULTANT

Joel is responsible for portfolio construction and investment strategy.

ROBERT A. BJORK, CFP®

ROBERT A. BJORK, CFP®

FINANCIAL ADVISOR, RJSF Investment Advisor Representative Birch Cove Group, Ltd.

BENJAMIN R. BJORK

BENJAMIN R. BJORK

FINANCIAL ADVISOR, RJSF Investment Advisor Representative Birch Cove Group, Ltd.

JENNA KOSOLA

JENNA KOSOLA

MANAGING DIRECTOR, BCG ACCOUNT EXECUTIVE

Ready to Get Started?

Schedule Your Complimentary Strategy Session Today

________________________

Helping You Move Forward with the Financially Wise Divorce System includes:

                        1. Reviewing your priorities in your divorce
                        2. Exploring your divorce options based on your financial picture
                        3. Connecting you with other resources you might need
                        4. Discussing if working together would be valuable for you

Ready to Get Started?

Schedule Your Complimentary Strategy Session Today

________________________

Helping You Move Forward with the Financially Wise Divorce System includes:

 

  1. Reviewing your priorities in your divorce
  2. Exploring your divorce options based on your financial picture
  3. Connecting you with other resources you might need
  4. Discussing if working together would be valuable for you

SEARCH

Michelle Klisanich, CFP®, CDFA®
Wealth Advisor

_

800 NICOLLET MALL

SUITE 2500

MINNEAPOLIS, MN 55402

 

P: (612) 315 - 2400

F: (612) 315 - 2432

Professional Affiliations

Family Law League

CDFA®

Financially Wise Divorce is a DBA of Birch Cove Group, LTD., a registered investment adviser with the state of Minnesota. Birch Cove Group, LTD. only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Information contained herein does not involve the rendering of personalized investment advice and should not be relied on as such. A professional adviser should be consulted before implementing any of the strategies or options presented. Birch Cove Group, LTD. do not offer tax or legal advice. You should discuss and tax or legal matters with the appropriate professional.

 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of a CDFA® is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client's financial future.

FINANCIALLY WISE DIVORCE IS A DBA OF BIRCH COVE GROUP LTD.