FINANCIAL ADVISORS NEAR MINNEAPOLIS MN

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Sarah is responsible for client relationships. She has passed all of the education and exam requirements of Certified Financial Planner designation. She has a Masters Degree from Indiana University Bloomington and is a Member of Financial Planning Association of MN. Her industry experiences include estate planning, tax strategy, special needs planning, and insurance strategy review.

Sarah is a concert pianist and is a frequent performer for local piano recitals or special events.  She is a certified financial planner serving Saint Paul, Minneapolis, Rochester, and near Twin City areas and where otherwise legally permitted. Please Email me with inquiries.  

Ujae is the portfolio manager and chief compliance officer. He has been involved in managing clients' and former employers' investment portfolios over 10  years. He is a charter holder of Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.  He is also an Associate of the Society of Actuaries, and a Member of American Academy of Actuaries.  He holds a Bachelors of Business Administration, Accounting & Finance, from Indiana University Bloomington. He holds a Master of Financial Mathematics from the University of Minnesota's  School of Mathematics.

Both insurance companies and government regulators rely on actuaries to project cash flows from investments and liabilities of pension funds, insurance companies, financial institutes, and more. Ujae will bring that same knowledge and experiences to you in your financial planning. His experience comes from a decade of working experience advising the enterprise level investment portfolio, cash flow, and debt portfolio of one of the latest insurance companies in the US.   

Ujae's wife is Sarah and they have four boys.

Dr. Kooienga serves as a project manager for front and back operations, plays a large part in the wealth management practices of the firm.

Dr. Kooienga graduated Summa Cum Laude from Mississippi College. Her scholastic honors also include Who’s Who among American Colleges and Universities and B.G. Walden Memorial Scholarship. During her undergraduate studies, she was the winner at Mississippi Music Teachers Association and Mississippi Federated Music Club competitions, as well as a prizewinner at Mississippi Guitar Festival competition. She holds an MM from Southern Methodist University and a DMA from University of Minnesota.

As an acclaimed classical guitarist, she continues to perform actively around the country with her sister who is also an accomplished guitarist. She lives in Saint Paul with her husband, Dan. 

Jim provides market insight and business development strategies. Jim is Chief Investment Officer and Portfolio Manager of Gamma Investment Management.* His notable past experience includes: 

• Shield Plus Chief Investment Strategist & Portfolio Manager — A number one Barclay Institutional Report ranking for Option-Based Strategies. 
• SVP at ING/ReliaStar Corporation (now Voya Financial) — Lipper top-third mutual fund ranking for US Government Fixed-Income. 
• VP at Alliance Capital Management in Minneapolis & New York (now AllianceBernstein) — Russell top quartile performance for US Broad Fixed-Income. 
• SVP & Portfolio Manager at Security Bank & Trust — Achieved an equivalent Morningstar top quartile ranking for 60/40 Balanced. 
• Related Experience — Alternative Asset Committee & Asset/Liability Management Committees for $14B of marketable bonds at ING/ReliaStar and ING/ReliaStar Bank as well as third-party banks.