Endersbe-Kvittem Team
Traci J. Johnson, CFP®
Director of Operations
Certified Financial Planner®
Endersbe-Kvittem Team
Traci J. Johnson, CFP®
Director of Operations
Certified Financial Planner®
Traci Johnson is the Director of Operations for our team and the driving force behind our efficiency and success. As a CERTIFIED FINANCIAL PLANNER® (CFP®), with experience in taxation, wholesaling and administration in addition to financial planning, she takes a well-rounded approach to ensuring every client receives an exceptional experience.
In her spare time, Traci is an avid dog-lover and fosters medical and behavioral cases for a local rescue. She lives in Savage with her dogs, Presto and Noodle.
Professional Experience
- Financial Advisor with Signature Wealth Management
- Over 17 years with Ameriprise Financial working in planning & administration, taxation, wholesaling, financial advisor
- Allianz
Personal
- Lives in Savage, MN
- Loves everything about dogs and is an avid rescue dog foster specializing in behavior cases
- Enjoys hiking, gardening and working on DIY projects
Professional Designations & Licenses
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Investment Advisor Representative with Osaic Wealth, Inc.
- Series 7 and 63
Education
- University of Minnesota, Carlson School of Management: Bachelor of Science in Business, Finance and International Business