Client Service


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, who is originally from Lakeville, MN, lives in Sartell with her husband, Jeremy, and two daughters, Kennedy and Olivia. They moved to Central Minnesota to attend college and quickly made the St Cloud area their home. They enjoy spending time with friends and family, boating, and are enjoying the new home they built in Sartell.

Robin graduated with a Bachelor of Science in finance from St. Cloud State University in 2012, having maintained an impressive 4.0 GPA. She also has nine years of finance related experience as an account manager at a nationally recognized receivables management firm.


Rachel joined Ledge Wealth in October of 2017 as our administrative assistant. She is the voice that greets you when calling and the first person you see as you come into our office. Rachel enjoys getting to know and talk with clients and finds great joy in assisting others.
Rachel graduated with a Bachelor of Science in Hospitality and Tourism Management with an emphasis in Business Administration from North Dakota State University.

Rachel grew up in Shoreview, MN and currently resides in St. Cloud with her husband, Derick and their black lab, Rosie. When not at work, you can typically find Rachel spending her free time reading, outdoors, fishing and golfing and spending time with family.


Sandra joined our team in November of 2017. She comes to us with 15 years of experience in the Financial Services Industry.  She offers daily support for the Advisors by actively meeting the account servicing needs of our clients.   She also assists in client review meetings and the financial planning process.
Sandra lives in Sartell with her husband Scott and son, David.  When not at one of her son’s activities, she enjoys watching movies, and spending time with family and friends.