Series 7 & 63 Securities Registrations,1 Insurance License
Edwina has more than 21 years of experience in the financial services industry. She has a strong background in retirement and values-based financial planning. She has a passion for helping people understand what they truly value in their lives and how their values are intimately connected to their goals. Edwina helps her clients make decisions that guide them toward achieving the results they value. She is committed to providing a high level of customer service. Edwina is also a winner of the “FIVE STAR Best in Client Satisfaction Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
A graduate of Augsburg College with degrees in Education and English Composition and Literature, Edwina uses this background to help her clients learn and understand the finer details of managing their investments.
She lives in Minnetonka, MN with her husband John and daughter Katie and serves as a volunteer member of the Gillette Children’s Hospital Family Council.
The Allee financial advisory team is located in our Burnsville, MN office.