Lisa Curtis

Lisa CurtisClient Service Associate Lisa Curtis joined BGM Wealth Partners in 2014 as a Client Service Associate. Prior to joining BGM, Lisa spent six years working as an Executive Assistant for a company focused on leadership development. Lisa is originally from Eau Claire, Wisconsin, and currently resides in Maple Plain, Minnesota, with her husband, Steve….

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Bill Friederichs, CFP®

Bill Friederichs, CFP®Associate Wealth Partner Schedule a 30 Minute Call Bill Friederichs has had many gratifying moments in his career as a financial advisor—but his favorites have come when he helped anxious clients feel comforted that they and their finances would be just fine. As an Associate Wealth Partner, Bill works with our clients to…

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By Ashely Reiter, CFP® Key takeaway: Consider how to reduce your risks proactively and you can save a lot of time and money. Even when an accident happens, risk reduction techniques—like dash cams—can take away a lot of anxiety. I was in a minor car accident a few weeks ago. I accelerated through an intersection…

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By Katie Frazier, CFP® Key takeaway: We are taught to save money by spending less. Spending within one’s means is, of course, a virtue. But the idea that you can save your way to every goal you want by making, not buying, your daily cup of coffee doesn’t prioritize your thoughts. Focus instead on a…

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By Ellen Fee, CFP® Key takeaway: “How much should I spend on housing?” The old answer was to buy as much home as you could afford. The new answer is to weigh the long-term ramifications of spending more versus less on a house today. After all, homes do retain values—your values, though not necessarily the…

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Charitable Thoughts in My 30s

By Katie Frazier, CFP® Key takeaway: How much to give to charity is a question that every family struggles with as they grow. But tackling the question now, instead of waiting until later in life, can set good habits. Just starting a charitable giving plan should be today’s goal. This year, during annual client review…

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