Kwynn M. Kvam

Senior Investment Advisor Associate

Kwynn is the Senior Investment Advisor Associate at Sage Wealth Advisory, LLC. She has an extensive background in wealth management with depth in taking care of the day-to-day needs of our clients. She works diligently to deliver the thorough and efficient service our clients deserve and expect from us. Kwynn has over 10 years of experience in Finance with a mid-sized private bank. Kwynn earned an associate degree from Ridgewater College, and she is currently in the process of attaining her Certified Trust and Financial Advisor designation.

Outside of work, Kwynn is a health and fitness enthusiast. She enjoys motorcycle rides with her husband, Mike, and spending time with her family and two dogs, Sully and Waylon.

Jeffrey C. Schultz
1412 Fairacre Lane SW
Willmar, MN 56201
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(320) 403-3921

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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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