Accredited Investors Wealth Management

08/12/2022

We are always looking for new ways to serve up fun! To celebrate National Pickleball Day on August 8 our team members enjoyed a beautiful afternoon outside engaging in some competitive camaraderie.

11/10/2021

One of our favorite volunteer activities includes soaking up the sun, fresh air, and beautiful fall colors as we help with yard clean up through Help At Your Door. This Twin Cities nonprofit organization assists seniors and individuals with disabilities in an effort to help them remain in their home. Feels good to be back serving our community!

08/20/2021

The weekend is here…!!! Fridays are even sweeter with frozen yogurt and a fresh addition to the firm. Congratulations to Brandon and Sarah Jones on the arrival of sweet baby Jane!

08/19/2021

Accredited Investors Wealth Management® is excited to announce that Wendy K. Bennis, AWMA®, CRPC®, AIF®, has joined the firm’s wealth management team. As a Senior Client Advisor, Wendy is responsible for managing client relationships and guiding planning strategies.

“We are thrilled to welcome Wendy to our growing firm,” said Jeremy Heckman, Client Director & Shareholder. “Her experience working directly with clients to help them achieve specific outcomes aligns perfectly with our client-centric focus towards implementing plans based on each client’s personal values and goals.”

Wendy’s professional experience spans a range of industries, including wealth management for more than a decade. “My personal connection with clients is critically important to me, and was the catalyst to my joining Accredited. The sophisticated planning approach utilized by the firm is differentiating for clients and their families,” she shared.

Accredited is excited to announce that Wendy K. Bennis, AWMA®, CRPC®, AIF®, has joined the firm’s wealth management team.

07/27/2021

Morning coffee to welcome our newest team member, Wendy Bennis!

07/04/2021

Accredited is proud to march in Edina’s 4th of July parade. So great being part of the community celebration. Cheers to continuing to !

06/30/2021

We are excited to announce our newest shareholder, Becky Klevan, a CFP® professional and CFA Charterholder.

Becky joined Accredited in 2013, bringing more than ten years of experience in alternative investments, options trading, and investment management. Becky graduated from Northwestern University, receiving her B.A. in Psychology and Economics, before obtaining her M.B.A. from Harvard Business School.

As a Lead Wealth Manager, Becky is a valuable resource for Accredited’s team and clients with her experience in philanthropic planning and impact investing. Becky has served as a trustee of the Women’s Foundation of Minnesota and MinnPost. She currently serves on the Investment Committee for Northwest Area Foundation; an organization supporting efforts in the Midwest to reduce poverty and achieve sustainable prosperity.

Learn more about Becky here https://www.accredited.com/blog/becky-klevan/

05/12/2021

How’s business? Busy and buzzing with excitement as we prepare to fully return to our office! Our bees are following suit as the beekeepers are here setting up the hives as our honeybees are anxious to get to work.

04/22/2021

Happy Earth Day from all of us at Accredited Investors Wealth Management, making strides towards long-term ecological sustainability. With solar panels on the roof, an electric vehicle charging station, native rain gardens, and apiaries to house our busy bees, we continue to look for ways to help Mother Earth.

03/30/2021

Spotlight On: Nancy Phipps

Learn why having a positive attitude is important to Nancy and how she harnesses positivity from nature and from family.

Accredited is celebrating Women’s History Month by shining a spotlight on the women who play such pivotal roles within our own firm. We are featuring one of our women colleagues each weekday in March, presenting profiles that explore their own personal histories.

Nancy is a core member of our customer service operational group and is dedicated to ensuring account activity is done timely and accurately.

https://www.accredited.com/blog/nancy-phipps/

03/29/2021

Spotlight On: Nicole Aristi

Learn about how Nicole just recently discovered she is an identical twin.

Accredited is celebrating Women’s History Month by shining a spotlight on the women who play such pivotal roles within our own firm. We are featuring one of our women colleagues each weekday in March, presenting profiles that explore their own personal histories.

Nicole serves as the firm’s HR manager and has been instrumental in ensuring colleagues have access to resources and are feeling well supported during the pandemic.

https://www.accredited.com/blog/nicole-aristi/

Learn about how Nicole just recently discovered she is an identical twin.

03/26/2021

Spotlight On: Lori Dierke

Learn about how the trip of a lifetime surprisingly pushed Lori out of her comfort zone.

Accredited is celebrating Women’s History Month by shining a spotlight on the women who play such pivotal roles within our own firm. We are featuring one of our women colleagues each weekday in March, presenting profiles that explore their own personal histories.

Lori acts as Accredited’s Finance Manager, and her love for numbers allows her to serve the firm in a distinctive capacity.

https://www.accredited.com/blog/lori-dierke/