Itasca Wealth

The next incredible woman that we are honored to spotlight is Stefanie Kraay Golan.?Stefanie received her BA in Political Science from Duke University and her master’s degree in Sports Leadership from Northeastern University.?She has been coaching women’s soccer for nearly 25 years with notable roles as the Head Women’s Soccer Coach at the University of Minnesota, where she coached for 9 years and won a regular season Big Ten Championship and two Big Ten Tournament Championships.?She has been in her current position as the Head Women’s Soccer Coach at the University of Missouri for the past 4 years. When asked why we need more women in leadership roles, Stefanie said; “Representation matters, and women are intelligent, strong, and capable of getting things done at an extremely high level, and many bring with them a high level of emotional intelligence.??There are a lot of different ways to lead, and women bring a perspective into leadership that is needed.”

Huge congratulations to Jeff King for acing the SIE exam! The Securities Industry Essentials (SIE) exam is a significant achievement for anyone in the financial services sector. It assesses essential knowledge critical for the industry, making this a noteworthy milestone. We’re incredibly proud of Jeff's commitment and effort—this marks the start of an exciting career path in wealth management!

The next woman that we have the honor of spotlighting in honor of Women’s History Month is Melanie Gatewood-Hall.?Melanie received her BBA in Marketing from Olin Business School at Washington University in St. Louis.?Melanie has spent the last 11 years with Target where she has held several different roles in planning and merchandising and currently serves as Sr. Divisional Merchandising Director for Intimates, Sleep and Swimwear. When Melanie was asked what Women’s History Month means to her, she said; “Empowerment.?Advocacy. Intersectionality.?As a Black woman, moving from Black History Month to Women’s History month brings up the importance of understanding women as a dynamic population with a powerful shared commonality. We are women, and mothers, and sisters, and leaders, and history makers, and philanthropists, and so much more.”

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together. https://lnkd.in/eXdjiBU9

Happy International Women's Day to the incredible women of Itasca Wealth! We appreciate everything that you bring to our team and the outstanding commitment that you have to our clients. We wouldn't be who we are without you! Courtney Defries - Associate Financial Advisor Adrianna Cassidy - Director of Client Experience Kayla VandenBosch - Director of Operations Laura Herman - Insurance Operations Manager Miriam Chasnov - Service Advisor

In honor of National Women’s History Month, we wanted to spotlight some incredible women throughout the month that are making a difference and advancing women’s voices in the workplace.?The first woman that we would like to recognize is Cathy Rossi.?Cathy received her Bachelor of Business Administration for the University of Wisconsin – Whitewater and her Master of Education in Sports Management from Old Dominion University.?Cathy has spent over 20 years working in college athletics and is currently the Deputy Athletic Director at the University of Wisconsin – Milwaukee, where she has been for the past 9 years. When asked why Women’s History Month is important, Cathy said; “Because it recognizes the accomplishments of so many women who may have been told at some point that they couldn't do something or were stereotyped into certain gendered roles. The month allows us to all acknowledge that women are continuing to positively impact the world in many ways. As a woman who works in a predominantly?male industry, I think it's important that this month is celebrated so that young girls and women can confidently know that they can do any job that they are passionate about pursuing and that they are seeing women succeeding in those roles that they strive to be in.”

This March marks the ONE YEAR anniversary of powerful planning at Itasca Wealth. Over the past year, out team has developed and refined a process to help our clients put all the financial puzzle pieces together. It’s a dynamic process that adapts as their lives unfold and their needs evolve.?The clarity our team is providing gives our clients a sense of confidence in life’s biggest moments. Thank you to our clients, partners, and community for trusting us on this journey. Here’s to many more years of thoughtful planning, meaningful relationships, and lasting impact! Josh Oertli, CLU?, ChFC?, CFP?Jarrett Yehlen, CFP?Eric Orth RICP?, CEPA?, QPFC, Adrianna Cassidy, Kayla VandenBosch, Courtney Defries, Mark Skubic, Jack Wagner, Travis Oertli, Laura Herman, Kyle Drumm, Miriam Chasnov, Paul Speltz

Today we are celebrating 15 incredible years with Courtney Defries at Itasca Wealth! Thank you, Courtney, for your dedication and hard work. Here's to many more successful years together!

Please join us in welcoming our new Investment Operations Manager, Kyle Drumm to the Itasca Wealth team! Kyle brings a wealth of experience and expertise in the financial services industry to our team. We're thrilled to have him on board and can't wait to achieve great things together!

Better conversations start with your goals and your blind spots. I want to help you get started on tomorrow’s better outcomes. Please reach out.