Meet Our Professional Financial Advisor

Joan Rossi is a Certified Financial Planner® practitioner.    She is an active member in the Financial Planning Association® (FPA®) and has held several leadership roles including Chair of the Membership Advisory Group, Chair of the Heart of Distinguished Service Award, and Chair of the Minnesota Chapter of the Financial Planning Association (FPA).  She is a graduate of the Carlson School of Management, University of MN with emphasis in finance and accounting.    She works with individuals, corporate executives, business owners, entrepreneurs and retirees. She has appeared as a TV talk show guest, has been involved in radio commentaries and has been featured in several national publications including the Wall Street Journal on topics of financial planning. She believes in giving back to her community through financial literacy endeavors and by helping children find ways to live more meaningful lives.