As a Senior Account Manager, Minna directs the processing of retirement plans at Sense Financial. She oversees the establishment of various retirement accounts, ensuring compliance and excellence at every step during the process. Her role is assisting and partnering with Sense Financial clients in the creation of their self-directed retirement accounts with checkbook control.
She also coordinates communication efforts towards educating clients about the self-directed IRA and Solo 401k. Minna enjoys the opportunity to work with clients from various backgrounds, experiences, and goals. She strives to ensure that each client’s goals are met through the products Sense Financial offers. She values excellence and integrity in her dealings with clients.