Amy Erkenbrack
Lakeville,MN
Summary
Enthusiastic and passionate about providing sound financial advice and helping clients reach financial goals. Highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in retirement planning needs and income distribution strategies. Thrive on educating clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Thrivent Financial
07.2014 - Current
- Meet with clients to discuss assets, expenses, short-term and long-term investment goals to devise personalized financial plans.
- Analyze financial needs of clients and develop tailored strategies to meet goals.
- Develop comprehensive retirement planning strategies to help clients maximize retirement savings and to provide tax-efficient income distribution strategies.
- Present comprehensive financial plans and investment recommendations to clients.
- Develop personal rapport with each client to establish long-term relationships.
Home Mortgage Consultant
Edward Jones Mortgage
03.2011 - 03.2013
- Assisted clients with obtaining financing for a new home purchase or refinancing their existing loan.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Assessed client's financial data to determine loan suitability.
- Explained different types of loans pertaining to client situations.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Developed and maintained relationships with clients and referral partners.
Home Mortgage Consultant
Wells Fargo Home Mortgage
05.2006 - 03.2011
- Assisted clients in all 50 states with obtaining financing for a new home purchase or refinancing their existing loan.
- Collaborated with and facilitated communications between borrowers and loan processors to maximize loan efficiency and adhere to closing schedules.
- Advised clients on specialized topics in home financing based on eligible programs available.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Subject Matter Expert
Wells Fargo Home Mortgage
02.2009 - 01.2010
- Acted as a facilitator for refinance products and programs, policy and compliance guidelines, sales strategies and process flows for over 400 employees and management at both sites.
- Provided training opportunities and supported teams in continuous delivery of quality loan advice and services, enhancing usage of eligible programs and introducing new features.
- Collaborated with management to identify and prioritize new development concepts.
- Drafted various communications to distribute to employees and management based on relevant topics, policy updates and frequently asked questions.
Education
Bachelor of Science - Economics And Applied Business
University of Minnesota - Twin Cities
Minneapolis, MNSkills
- Retirement Needs
- Insurance Decisions
- Investment Planning and Advice
- Financial Forecasting
- Client Relations
Affiliations
- Rotary International, Lakeville, MN - current member and prior board member in 2020
- Lakeville Chamber of Commerce - current member and Board of Directors Chair serving since 2019
- Lakeville Pan-O-Prog - current board member since 2022
Certification
RICP - Retirement Income Certified Professional
Timeline
Financial Advisor
Thrivent Financial
07.2014 - Current
Home Mortgage Consultant
Edward Jones Mortgage
03.2011 - 03.2013
Subject Matter Expert
Wells Fargo Home Mortgage
02.2009 - 01.2010
Home Mortgage Consultant
Wells Fargo Home Mortgage
05.2006 - 03.2011
Bachelor of Science - Economics And Applied Business
University of Minnesota - Twin Cities