Danica Goshert
CFP®, AIF®, MBA
Senior Vice President
Private Wealth Manager
Main: 952.854.5544
Fax: 952.854.6335
About
With more than 20 years of experience in the financial services industry and a passion for helping clients make informed choices, Danica enjoys seeing her clients achieve their goals on their own terms. As an advisor and educator for individuals, families, and business owners, she is able to hone in on and address the issues of the greatest importance for many different types of clients. In addition to providing comprehensive financial planning and wealth management services, Danica also helps individuals who are facing major life transitions, including retirement, divorce, death of a family member, or the sale of a business.
Danica was recognized as one of Finance & Commerce's Top Women in Finance in 2020.*
*2020 Finance & Commerce Top Women in Finance, created by Finance & Commerce. Presented in November 2020, based on data gathered in 2020. 41 women were considered and 20 were recognized. Recipients do not pay a fee to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Danica was also recognized as one of Twin Cities Business Notable Leaders in Banking & Finance in 2024*.
*2024 Notable Women in Banking and Finance Award created by Twin Cities Business Magazine. Presented in April 8, 2024 based on data gathered 3 years preceding the publish date. This award is based on Community involvement, industry leadership, and other awards won and is does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
In 2022, Danica was appointed to the Board of Directors of the Twin Cities non-profit Minnesota Council on Economic Education (MCEE).
Experience and Education
Danica has been in the financial services industry since 1994. She earned her bachelor’s degree in business and administrative studies from Lewis & Clark College and an MBA from the University of Oregon. She is a CERTIFIED FINANCIAL PLANNER™ Certificant, and an Accredited Investment Fiduciary (AIF®).
Personal
A widow herself, Danica lives in Saint Paul, Minnesota, where she spends time quilting, baking (and basking in the glow from her two state fair ribbons), running outside when the temperature is above zero, reading, and planning vacations that minimize the impact of Minnesota winters.
