Advanced Skills

  • Retirement Planning and Retirement Income Specialist
  • Advanced Portfolio Design (stocks, bonds, funds)
  • Business Retirement Plans (401(k)s, Profit Sharing, etc.)
  • Advanced Estate Planning

Professional Credentials

  • Certified Retirement Financial Advisor (CRFA)
  • Grangaard Strategy Advisor
  • Licensed to buy and sell investments on the U.S. Exchanges (Series 7) and provide financial advice for a fee (Series 66)
  • Minnesota Partnership for Long Term Care Advisor
  • Hold insurance licenses in MN, NJ, TX and NV
  • B.S. Degrees in Information Systems & General Management, Minor in Finance, University of Minnesota

Affiliations

  • Society of Certified Retirement Financial Advisors
  • Financial Peace University
  • Attended Dave Ramsey Counselor Training *
  • Retired from the US Army in 1997 after 23 years of service

* Completion of this training does not make me an employee or agent of Dave Ramsey, nor give me the right to speak for or bind him, nor constitute an endorsement by him.

Volunteer Activities

  • Coordinator, Community Information Sessions throughout Aitkin and Crow Wing counties
  • Director, Feed, Clothe and Shelter Ministries

Interviews and News Coverage

Harriet Veenker
Harriet Veenker, CRFA

Grangaard Strategy Website

Dave Ramsey’s Website

Linkedin

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