Gretchen joined Blue Heron Wealth Partners in the summer of 2024. She joined the team with seven years of financial services industry experience and over 10 years of administrative experience. She’s passionate about using her organization, communication, and task management skills to provide exceptional support to clients and colleagues. She passed the FINRA Securities Industry Essentials (SIE) exam in 2018 and is a Minnesota Notary.
Outside of the office, you’ll find Gretchen training for her next marathon, fishing, or making a mess in her kitchen with a new recipe. She lives in Burnsville with her husband Zach, daughter Riley, and cat Reggie.