Accredited Investors Wealth Management

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.

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!

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!

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.

https://www.accredited.com/blog/bennis/

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

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

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

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/

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.

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.

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/

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/

Spotlight on: Nicole Aristi | Accredited Investors Wealth Management Learn about how Nicole just recently discovered she is an identical twin.

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/

Spotlight On: Suzy Ridenour

Learn how a sprained knee turned into a lasting career.

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.

Suzy has served as an executive assistant for 19 years, and 14 of those have been at Accredited. When not on the phone talking with clients and scheduling meetings, you can hear her singing a tune from almost any era and egging on coworkers to chime in.

https://www.accredited.com/blog/suzy-ridenour/

Spotlight On: Kathleen Broich

Learn about Kathleen’s decision to change careers in order to lean in to her true professional passion, and how she’s managing dual roles as a working mom with two young children during the pandemic.

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.

As a Lead Wealth Manager on the wealth management team, Kathleen leads client planning strategies for the families she serves.

https://www.accredited.com/blog/kathleen-broich/

Spotlight On: Shawn Potter

Learn about Shawn and how the leaps and flips she learned as a child translate into wowing clients with a positive first impression.

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.

You will find Shawn managing command central at Accredited’s front desk, greeting you with a bright smile and warm welcome as you enter the firm.

https://www.accredited.com/blog/shawn-potter/

Spotlight On: Yulia Andreyevskaya

Learn about how Yulia’s inner strength comes from one of her greatest role models – her great-grandmother.

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.

Yulia is a member of the wealth management team and works hard to ensure our clients’ needs are being met. She’s also involved in many firm initiatives focused on finding efficiencies to foster stronger collaboration across the planning team to better serve the firm’s clients.

https://www.accredited.com/blog/yulia-andreyevskaya/

Spotlight On: Carla Fitz

Learn about how, after seeing the way proper wealth management transformed a relative’s life, Carla wanted to help others achieve financial security and accomplish their goals.

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.

Carla is an essential part of the client services operational group ensuring accounts are properly created and administered.

https://www.accredited.com/blog/carla-fitz/

Spotlight on: Carla Fitz | Accredited Investors Wealth Management After seeing the way proper wealth management transformed a relative’s life, Carla wanted to help others achieve financial security.

Spotlight On: Nicole Boor

Learn how Nicole went from leading funeral processions to commanding NexGen professional initiatives as an active board member for the Financial Planning Association of Minnesota.

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 is a member of our wealth management team and uses her prior experience to guide our team and families through estate and legacy planning opportunities.

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

Spotlight On: Susan Jensch

Learn how a major in journalism and communications allows Susan to organize financial data and turn it into meaningful information for her clients.

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.

Susan is a valued member of the wealth management team who manages the firm’s banking relationships and guided clients PPP loan needs during the global pandemic.

https://www.accredited.com/blog/susan-jensch/

Spotlight On: Mary Beth Berndt

Learn more about Mary Beth and why her biggest compliment is being compared to her mother.

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.

Mary Beth is instrumental in supporting the wealth management team to ensure clients receive exceptional service.

https://www.accredited.com/blog/mary-beth-berndt/

Spotlight On: Megan Olson

Learn about Megan’s service on the Board and Executive Committee of the Financial Planning Association of Minnesota, and about the place that brings her the most joy.

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.

Megan serves clients as part of the wealth management team and serves as an internal point person when designing Social Security strategies for clients.

https://www.accredited.com/blog/megan-olson/

Spotlight on: Megan Olson |Accredited Investors Wealth Management Learn about Megan's service on the Board and Executive Committee of the FPA of Minnesota, and about the place that brings her the most joy.

Spotlight On: Debora Terrell

Learn how Deb’s love for the great outdoors has shaped her life.

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.

Deb supports our wealth management team as a risk management and insurance specialist. She seamlessly helps facilitate communication with outside providers and guides implementation of risk management strategies.

https://www.accredited.com/blog/debora-terrell/

Spotlight On: Jill Meixner

Nearly 10 years ago, Jill joined Accredited intending to be with the firm for only a short time. Learn why she stayed, and about the pride she feels seeing her children’s successes.

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.

Jill supports the organization by meticulously maintaining our document management system and allowing information to be easily and immediately accessible to all appropriate team members.

https://www.accredited.com/blog/jill-meixner/

Spotlight On: Barb Schiel

From a big bank to a specialized boutique: Why Accredited feels like home, and how Barb helps keep it running.

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.

Barb wears many hats as she leads and manages the administrative team at the firm while also supporting the firm as an office manager.

https://www.accredited.com/blog/barb-schiel/

Spotlight On: Jenna Holm

A snowboarding-driven career pivot, a movie-like conversation with a financial advisor… Learn about Jenna’s career path from college graduate to Chief Compliance Officer and firm shareholder.

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.

Jenna Holm serves as the firm’s Chief Compliance Officer providing updates and opinions on matters of risk and compliance for the firm. Jenna is responsible for the oversight of the firm’s compliance program including developing and maintaining compliance policies and procedures and ensuring the team complies with regulatory requirements.

https://www.accredited.com/blog/jenna-holm/

Spotlight on: Jenna Holm | Accredited Investors Wealth Management From a movie-like conversation with an advisor to a snowboarding-driven career pivot -- Jenna’s path to Chief Compliance Officer and firm shareholder.

Spotlight On: Lisa Carpenter

Read about how moving to South Korea challenged Lisa to learn new skills and grow personally and professionally.

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.

Lisa is instrumental in supporting the wealth management team to ensure clients receive exceptional service.

https://www.accredited.com/blog/lisa-carpenter/

Spotlight On: Becky Klevan

Read about Becky’s experience living and working in Ireland, and learn why playing poker was a requirement for a past career.

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.

As a Shareholder and Lead Wealth Manager, Becky heads multiple efforts at the firm, including leading client planning strategies for the families she serves and developing and managing a team of wealth managers.

https://www.accredited.com/blog/becky-klevan/

Spotlight On: Connie Andrew

Learn how a near-death experience nudged Connie to embrace each day and a live life to the fullest.

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.

Connie is part of a team that manages all account administration for our clients. We are so grateful to have had her play that role at our firm for 25 years!

https://www.accredited.com/blog/connie-andrew/

Spotlight On: Becky Krieger

Wrong turns, close calls, and determination… Read how Becky’s curiosity in exploring paths less traveled led to long-term professional and personal relationships.

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.

Becky Krieger has been a shareholder since 2012 and serves as the firm’s Managing Director of Client and Community Outreach, leading new client engagements and community initiatives. She serves on Accredited's executive committee and leads a portion of the firm's client relationships, serving clients in all aspects of their wealth management needs.

https://www.accredited.com/blog/becky-krieger/

Spotlight On: Jessica Jones

Learn why winter is Jessica’s favorite season, and about the valuable lessons on confidence and perseverance learned from her mom.

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.

Jessica Jones is the firm’s operations manager and works to bring solutions and create efficiencies for her colleagues. Jessica is also a key member of the Diversity and Inclusion Committee.

https://www.accredited.com/blog/jessica-jones/