Wealth Management For Individuals, Companies, and Sports and Entertainment
Join Soukkay Keomysy for this workshop that will take you through the re-engineering process. You can become educated about some of the complex issues related to retirement including, the three types of retirement income needs, the seven sources of retirement income and the five options that connect resources to retirement needs.
As the Chief Marketing Officer, Katherine’s main focus is the marketing and promotion of Prosperwell Financial. She is continually implementing new ways to gain visibility of Prosperwell Financial through various marketing strategies. . As an integral part of the company, Katherine has contributed greatly to the growth of Prosperwell since joining the practice in March 2010. In addition, Katherine is the Vice President of the Nicole Middendorf Foundation, on the Leadership Team for the Encourage Her Network, an Ambassador and…
Continue reading Katherine E. Bomstad Plotnik
At a very young age of 7 years old I knew I could overcome anything. I had already fled my home from the communist country of Laos after the Vietnam war. I survived living in a refugee camp in Thailand for 3 years, moved to America and learned English. My life changed completely from what I as accustomed to. Money intrigued me from a young age. The concept of the stock market was fascinating. I beat the odds – worked…
Continue reading Soukkay Keomysy, CCO
I was taught at a young age that nothing comes easy. It takes hard work and discipline to get what you want in life. My parents instilled this lesson to me and I applied it to everything I did – from ice skating to school work to starting work at the young age of 11 at our neighbor’s daycare. Growing up I never thought that I would be a Wealth Advisor. After graduating from St. Cloud State University with an…
Continue reading Nicole N. Middendorf, CDFA