Client Service & Operations
Robin joined Ledge Wealth in June of 2013 as client service coordinator, and has become an invaluable addition to our team. Her role has evolved from being the friendly voice that greets clients to preparing and knowing all the details needed for client meetings. Robin enjoys getting to know each of our clients and their families, understanding their complex needs and playing an active part in helping them reach their goals. Robin has recently received her series 65 allowing her to have a more active role in processing client trades as well as engaging in the financial planning process with our wealth managers and clients.
Robin graduated with a Bachelor of Science in finance from St. Cloud State University in 2012. She also has nine years of finance related experience as an account manager at a nationally recognized receivables management firm.
Robin grew up in Lakeville, MN and currently lives in Sartell with her husband, Jeremy, and two daughters, Kennedy and Olivia. Robin and Jeremy moved to Central Minnesota to attend college and quickly made the St Cloud area their home. They enjoy volunteering at their children’s schools, attending their children’s activities and spending time with friends and family.
Sandra joined the Ledge Wealth team as a Client Service Associate in November of 2017. She works closely with our Senior Advisors in a variety of capacities that help them provide the best experience possible for clients. She offers daily support by actively meeting the account servicing needs of our clients. She also prepares and assists in client review meetings and the financial planning process.
Sandra comes to us with 15 years of client service experience in the financial services industry.
Sandra lives in Sartell with her husband, Scott, and son, David. When not at one of her son’s activities, she enjoys running, watching movies, and most recently, has taken up gardening. She also enjoys spending time with family and friends.
Chelsea joined the Ledge Wealth team in February of 2020 as Administrative Assistant. She has 6 years experience in the financial industry, as well as 11 years of customer service experience.
She greets clients as they come to the office for meetings, manages incoming calls, processes incoming and outgoing mail, as well as any other office duties assigned. If you come by the office, she is likely to be the first smiling face you see!
Chelsea grew up in California, and currently lives in St. Cloud with her two daughters, Aurora and Emerald, as well as their dog and two cats. When she’s not in the office she enjoys practicing yoga, working on projects around the house and getting outdoors as much as possible.
Seth joined the Ledge Wealth team as an Investment Operations Associate in July of 2021. He works alongside the senior advisors in executing client trades and closely monitors portfolios in order to maintain accurate information for clients. He also is a member of the Investment Committee, where he offers insight to help our clients reach their goals.
Seth graduated from Saint Cloud State University in 2020 with a Bachelor of Science in Finance. In the future, he aspires to become a Chartered Financial Analyst, CFA®.
Seth is currently living in Sartell. When he is out of the office, he enjoys golfing, fishing, and spending time with his friends and family.