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Women Forward

Wealth management professionals for women who are newly facing financial independence.

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Amber Knips

 CFP®

Wealth Advisor, RJFS
[email protected]

Amber helps people see possibility through life’s greatest and most challenging transitions.  She is someone who has total passion and conviction for what she does. She has made it her mission to build deepened relationships with her clients all while helping them cultivate a financial plan that helps take them focus on what they most enjoy. Her empathetic and sincere approach has created raving fans and friends in the clients she works with. After joining our team at Sweet Financial Services in 2012, Amber has gained extensive experience and training on guiding women through transitions such as loss of a loved one, divorce, career change, retirement and much more.   You only experience these life transitions a few times during your lifetime, but she helps people through them every day.

As a CERTIFIED FINANCIAL PLANNER™ professional She specializes in retirement planning and is passionate about building relationships with her clients beyond investment management. While she thrives on the fine details of a well-executed plan, she will tell you that the best part of her job is seeing her clients growth over time after they have experienced a major life transition.

She often hears from her clients “I wish I would have known about this before” – before that divorce, before losing a spouse, before that job change, before retirement.  She wants to change the conversation instead to “I am so glad I had you.”

She is often invited to speak at businesses as a value add to their employees.  She has great insight on how to maximize their savings strategies and think differently about retirement.  She is also passionate with her role in Women Forward, and providing financial education to women on their path to their best lives.  Interested in learning more about Women Forward?  Click here for more information.

Amber splits her time between the Fairmont and Jackson office, to offer convenient locations to help her clients. She currently lives in Jackson with her husband, Jared, daughter Blakely and son Rogan. When she’s not helping clients live their retirement dreams you will find this old soul canning, baking or spending quality time with her little ones.

 

CFP® | Certified Financial Planner™ | CFP GRAPHIC Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Lynne Burgraff

WMC, CDFA

Wealth Advisor, RJFS
[email protected]

Lynne is dedicated to meeting clients where they are at so she can take them by the hand and help them realize all that is possible on their journey towards retirement. She thrives on deepened conversations that allow her clients to align their financial plans with their biggest goals and dreams for the future. Since joining the Sweet Financial Services team in 1996, and after raising three children as a single mother, she has made it her mission to help some of our women clients to navigate life’s most challenging and unexpected transitions.

Knowing that her calling was to help people on their journey to aligning their finances with the life they want most, Lynne received her Wealth Management Specialist designation in 2004 and her Certified Divorce Financial Analyst (CDFA™) designation in 2014. As one of the Founders of Women Forward, Lynne’s dedication to empower and educate women on their journey to financial freedom is fulfilled through her teachings and leadership.

As a 1980 graduate of the University of Wisconsin-Superior, Lynne holds degrees in English and History. While her career direction shifted early in life, her love for theatre never ceased as she is still actively involved in local community productions.

Lynne lives in Fairmont and is the proud mother of three children: Philip, who resides in the Twin Cities, Taylor who is a Youth Minister in Bloomington, MN and Catherine who works for Embrace Church in Sioux Falls, SD.

Raymond James in not affiliated with Women Forward

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Brittany Anderson

Director of Operations, Office Manager, RJFS
Co-founder of Dare to Dream Enterprises

Author of 2 books – Imagine. Act. Inspire. A Daily Journal & Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To

[email protected]

Brittany’s ability to lead and create a killer culture amongst the Sweet Financial team has earned her the title of “culture queen.” Since joining Sweet Financial Services in 2008, her goal has been to help create a well-oiled machine so the entire team can focus their days on creating an exceptional client experience. Her love of people and conviction behind inspiring everyone she touches to live as the best version of themselves, has influenced her role as a coach for our Women Forward and Smarter Business platforms. She helps to empower our Women Forward members to realize their full potential and aids business owners in streamlining & systematizing their companies, all while engaging their teams.

Earning her bachelor’s degree in business management from Minnesota State University, Brittany has always had a passion for understanding how to most effectively run and grow a business. Her drive and ambition contributes to her entrepreneurial nature.

She has taken her business building and team engaging insights and has worked with CEO’s, entrepreneurs, business owners and authors alike. She has shared her expertise through her contribution to three published books and will continue on with her love for writing as she is set to publish two additional books in 2021.

As one of our fearless leaders, entrepreneur, author, wife and mama of three, she currently lives in Sherburn with her husband, David, two daughters Jersey and Stella and son, Vincent. In her free time you can find her enjoying the outdoors, reading a good book, coming up with design ideas for the never ending remodel on their home or playing with her sweet babies.

*Raymond James is not affiliated with Women Forward or Smarter Business.

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Tina Coquyt

Implementation Specialist
[email protected]

Tina is an absolute master of implementation which is why we were so excited for her to join our Sweet Financial Services team in February 2020. With her love of bringing projects to completion, she thrives on simplifying the complex and consistently finding even better ways to execute on tasks. She is a natural organizer, loves helping people and the challenge each project offers.

Tina lives by the core values of the company as she demonstrates what is means to strive for excellence, work as a team, always maintain a client focus and does everything with the highest of integrity.

Tina graduated from Buena Vista University in Storm Lake, Iowa with a bachelor’s degree in business management. She began her career holding various roles with a global industrial & medical gas company where she earned her Six Sigma Black Belt Certification. Tina enjoys spending time with her family and traveling.  She lives in Fairmont with her husband, Jeff and daughter Charlotte.

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Marsha Malo

Director of Communications
[email protected]

Aside from Marsha’s warm and caring personality, she shines in her ability to execute on a clearly defined plan. As our Director of Communications since 2015, her talent lies in her creativity. She thrives on bringing the leadership team’s vision to light through her involvement with our client communications, advertising and marketing. Her biggest excitement comes in helping improve the total client experience.

Marsha is a graduate Rasmussen College in Mankato with a degree in Sales & Business Administration.  She currently lives in Fairmont with her fiancé Adam, and has three children, Brody, Garrett, and Kobi.   In her spare time, she loves spending time with her kids, boating on the lakes with family and friends, decorating, painting and DIY projects.

*Raymond James is not affiliated with Women Forward

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Miranda Belgard

Concierge Service Associate
[email protected]

Miranda joined our team in 2019 with a passion for serving clients at the highest level possible. Her social nature and love for building lasting relationships is reflected in how she interacts with our clients and our team here at Sweet Financial. We fully believe she is the most well-connected young woman in Martin County as she has built friendships with many.

You will find Miranda establishing, maintaining and building client relationships while providing a first-class client experience. She is the chaos coordinator when it comes to scheduling for multiple members of our advisor team. She is your go-to person for getting on the calendar so you can build the plan to living your retirement dreams!

Miranda is a Truman native and completed her degree at Southwest Minnesota State University. She currently lives in Fairmont with her husband Chris and treat-loving cat, Stan. In her spare time, she enjoys playing volleyball, bowling, boating and reading.

*Raymond James is not affiliated with Women Forward