Hello!
Hopefully, this email finds you well and enjoying the start of another great Minnesota summer! Over the last few months, Team 360 has grown! We want to take a minute to introduce you to our new teammates.
Thanks to great clients like you, our firm continues to grow, and as we grow, we are able to attract and retain impressive, high-quality, and talented people to join our team. This allows us to elevate your service levels by adding another two positions here at 360 Financial.
While each of our team members brings a unique skill set and personality, they are all here to elevate 360 Financial’s mission to help our clients and their loved ones navigate life’s impactful financial events by answering the question “What matters to you?”
We're excited to welcome Erika and Carrie to the 360 Family!
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Erika Law
Customer Service
Associate Executive Assistant | Wayzata
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We have also added another meaningful position to our team. Erika Law has joined the Operations team. She will be working alongside other Client Service team members assisting with client service as well as assisting Mike Rogers in day-to-day activities.
Her can-do attitude is a perfect match for the team, and she is excited to make a difference within our team and with our clients. She values having meaningful conversations and getting to know people.
When not at work, Erika lives in Minneapolis, Minnesota. She enjoys time with her husband Jason, training for marathons, cribbage, coffee shops, concerts, and being involved in church and her community. Erika has also been to 12 countries and has lived for extended periods of time abroad.
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Carrie Schmitz
Client Service Associate | Elk River
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The Elk River branch is expanding as well. Carrie Schmitz has joined the Operations team as a Client Service Associate. Carrie is the lovely face you see when you walk in the door or whom you hear on the phone at the Elk River office. She schedules clients, manages calendars, assists with client needs, and helps with marketing and advertising. Carrie has her Life and Health Insurance licenses and is studying for her Securities Exam.
Carrie is excited to get hands-on learning and training from a successful, established company. She thrives on being proactive and has proven to be great at problem-solving.
Carrie enjoys spending time with her husband and their daughter. They love to camp and play golf as a family. She volunteers at her church every week and is passionate about American Heritage Girls, where she serves as the Troop Coordinator. She enjoys trying new foods and exploring the outdoors.
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At 360 Financial, we believe in helping clients navigate impactful financial events through our proven LifeWealth process. We're excited to understand your financial goals through the lens of Family, Occupation, Recreation, and Money (FORM) and apply the iQ investment strategies. We have established a strong presence for the last 30 years, and our advisors have more than 200 years of collective experience, and now even more with Ron and Michele too!
The 360 team firmly believes in five core values: confidence, going above and beyond, positivity, problem-solving, community impact, and integrity. To learn more about our team and our process, please check out www.360financial.net
Join us in celebrating with a warm welcome and congratulations to Michael, Erika, and Carrie in joining the 360 Financial team!
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952-542-8900 | 849 Lake St E., Wayzata, MN 55391 | www.360financial.net
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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial
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