Our Team

Naomi Kowalik, JD, CLU, ChFC, CLTC, CFP®, CMFC

(320) 257-8888

(320) 257-4999

Certifications, Associations, Memberships, and Licensee held:

  • Certified Financial Planner
  • Chartered Financial Consultant
  • Certified Life Underwriter
  • Certified Long Term Care Designee
  • The National Association of Life Underwriters
  • The Financial Planning Association
  • Minnesota Attorney License
  • Life, Health, and Property and Casualty License
  • Series 7, 63, and 65 License

Education:

  • Bachelor of Arts Degree in Management with emphasis in Communications from College of Saint Benedict,
    St. Joseph, MN
  • Graduated with cum laude at Hamline University School of Law in St. Paul, MN

Seminars Instructed:

  • Introduction to Financial Planning
  • Estate Planning
  • Risk Management
  • Living Wills
  • Protecting Assets from Nursing Home
  • Retirement Planning

Owner and Operator of Kowalik and Associates, LLC

  • Provides clients with financial services
    • Financial Planning
    • Estate Planning