Basic Information
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Company
Boria Wealth -
Phone
651-408-4537 -
Mobile phone
651-408-4537 -
Email
Susanne@Boriawealth.com -
What is your "why"? Why do you do what you do?
I love connecting, getting to know and helping people. -
About me
Thank you for stopping by to get to know me. I'm a small-town girl; I grew up with two sisters in Faribault, MN, surrounded by dairy farms. Our dad owned a machine shop, and from a young age, we helped him clean the shop and do the paperwork. Mom was an overnight OB nurse, who loved taking care of moms and their babies.
Our family grew up racing karts across the USA, competing at a national level. My love for analytics and attention for detail thrived in the shop and track. We learned strategies to improve performance, how one change affected another. It's important when changing tires to measure them and change gear accordingly.
At Edward Jones, I get to use my love of analytics and attention to detail to passionately serve clients, helping them feel financially secure through all chapters of life. I value my personal relationships with clients, focusing on what is most important to them. I partner with clients to develop appropriate strategies to help them achieve their dreams and goals, providing tools for what-if scenarios to give clients confidence when pivoting through chapters of life and its many surprises. Partnering with business owners to create succession strategies and retirement plans allows me to honor their hard work and helps them feel in control.
What differentiates Edward Jones is our established process to build personalized financial strategies, designed for goals and risk tolerance. Once the strategy is created, my team and I consistently communicate with clients to help keep them on track. We collaborate with my clients' accountants, attorneys and other trusted professionals to address each facet of their financial picture.
I enjoy spending time with my family and friends. My son, Jake, studies business, and my twin daughters, Arie and Alix, are in nursing school. As a family, we love racing.
I welcome the opportunity to meet and get to know what is most important to you, share what I love doing and see if you would like to work together! -
Profession
Financial Services -
Title
Financial Advisor -
Hobbies and interest
Racing, Motorsports, Running, Strength Training -
Website
www.BoriaWealth.com
Contact Information
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City / Town
Wayzata -
State
MN -
Zip
55391 -
Country
United States -
Special offers to the group
Complimentary Financial Plan -
LinkedIn Profile
https://www.linkedin.com/in/susannevenberg
Education
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College / University
College of St Catherine -
Graduation Year
1992