Your Team
Here to serve you
Your Team of Professionals
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®
WEALTH ADVISOR, NAVISTA WEALTH
For Current Clients:
Fill out the form below with your questions and I will get back to you.
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
EVENT & CREATIVE DIRECTOR
Michelle helps our clients stay connected through client appreciation events, social media, website & emails.
JOEL ANDERSON, CFP
INVESTMENT CONSULTANT
Joel is responsible for portfolio construction and investment strategy.
ROBERT A. BJORK, CFP®
WEALTH ADVISOR, NAVISTA WEALTH
BENJAMIN R. BJORK
WEALTH ADVISOR, NAVISTA WEALTH
JENNA KOSOLA
MANAGING DIRECTOR, NAVISTA WEALTH
Ready to Get Started?
Schedule Your Complimentary Strategy Session Today
________________________
Helping You Move Forward with the Financially Wise Divorce System includes:
-
-
-
-
-
-
-
-
-
-
-
- Reviewing your priorities in your divorce
- Exploring your divorce options based on your financial picture
- Connecting you with other resources you might need
- 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:
- Reviewing your priorities in your divorce
- Exploring your divorce options based on your financial picture
- Connecting you with other resources you might need
- 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 Navista Wealth.