Talbot joined the Wheeler DeGraaf Financial team in January of 2020 after five years in the customer service/hospitality industry. Talbot received a BS in psychology from St. Cloud State University. Along with holding her Series 65 securities registration, Talbot earned her Chartered Retirement Planning Counselor® designation in 2023, which specializes in helping clients through their pre- and post-retirement needs, as well as issues related to asset management and estate planning.
Talbot has a gift for connecting with people, and it’s certainly one that stands out. Talbot believes in working closely with clients to develop a deep understanding of what they really need and want. She enjoys taking the time to learn about their families, their businesses, and their goals for the future.
Talbot is an active member of the Central Minnesota Estate Planning Council and Leave a Legacy of Central Minnesota where she continues to value the connections made and opportunities to further her professional development and community involvement.
When not at the office, Talbot enjoys spending time with friends and family, especially on the water. Her zest for life shows as you can frequently find Talbot playing in volleyball leagues, going to concerts, traveling, trying new things and always up for an adventure.
To learn more about partnering with Wheeler DeGraaf Financial, please reach out to any member of our team to set up a complimentary wealth review.