Doreen has worked in the financial services industry for over 20 years, focusing on investment and retirement planning. Doreen’s prior experience includes Personal Banker and Financial Specialist where she was a top district, region, and metro banker. Doreen became an independent registered representative in 2005 when she obtained the Series 6 and 63 licenses and then later that year, the 7 securities license. Doreen also holds a Minnesota (and multiple states) license for life, health, disability, accident Insurance, fixed and variable annuities. Doreen earned the RFC (Registered Financial Consultant) Designation in 2008 and has been recognized as a top producer with her previous broker dealer. Doreen is a qualified consultant for life insurance and disability strategies, long term care planning and is Medicare and MNSure certified. Doreen is a Registered Representative and Investment Advisor Representative with Woodbury Financial, her current broker and as of 2017, a CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional.
Doreen received her bachelor's degree from the College of Individual Studies at Metro State University.
Doreen lives in Dayton, MN with her husband Jon, her son, Eddie (13) and stepchildren Cole (19) and Leah (16). She enjoys spending time traveling, painting, and drawing. She looks forward to spending time with family and friends at their cabin in the Brainerd Lakes area.