About My Practice
Job Change, Divorce, Widowhood, Empty Nest, Retirement, Caring for Parents…
The Big Picture:
Life changes can be stressful. Sometimes exciting, sometimes frightening, they can cause us to question if we are doing the right things with our money. That’s where we can help. Our focus is to help women and couples make sound financial decisions by educating them on their options and helping them make informed choices. As holistic financial planners, we help our clients look at all aspects of their lives to create a plan that works best for them. Most importantly, we help build flexibility in the plan to allow for the inevitable opportunities and challenges that life brings. Understanding the big picture of your money is an important first step to your financial future. We regularly meet to look for financial planning opportunities that arise from life, laws and the economy.
Once your plan is designed, we will handle the investment management for you. Our team includes an Investment Manager whose sole job is to take care of our client’s investments. We strive to provide you with clear and concise communication regarding your investment portfolio. We understand you are busy taking care of the other aspects of your life.
Our team consists of four Certified Financial Planners (CFP®) with various specialties. Additionally, our Investment Manager is a CFA charterholder. We believe collaborative teamwork provides a better experience for our clients. Our combined experience and specialties allow us to design optimal strategies so you can better reach your financial goals. Additionally, our clients have the comfort that an entire team is available to assist them rather than being dependent on one person’s availability.
Dana Brewer is a co-owner of KLB Financial and Certified Financial Planner™ professional. She is a Registered Representative and an Investment Adviser Representative with Financial Network Investment Corporation. Dana entered the financial services industry in 1992 with a degree in Personal Finance and received her CFP® in 1998. Dana is actively involved as a committee member in the Minnesota Chapter of the Financial Planning Association (FPA).
Dana is a long time resident of Eden Prairie, MN and she is actively involved on the board of Teen’s Alone, a non-profit organization that provides free and confidential counseling and crisis services year round to youth and parents in the western suburbs. When she is not working she can be found on the golf course, playing beach volleyball or skiing.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: MN, WI, AZ, Health/disability insurance: MN, Fixed annuities: MN, WI, AZ, Variable annuities: Many
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment advisory services and securities offered through Financial Network Corporation, member SIPC. KLB Financial is not affiliated with Financial Network.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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