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I have always enjoyed connecting with people – learning about their story and what is important to them. Combining that with financial planning has been a great fit for me. I’m intrigued by the challenge of creating financial strategies for clients that align with their personal goals and values. No two situations are the same.
Ingrid first began in the financial planning industry in 2006. When she joined Paul Leighton’s financial planning practice in 2011, she was drawn to the comprehensive, life planning approach that Cordis embraces. She earned her CFP® credentials in 2014. In June 2018, Cordis became an independent Registered Investment Advisory firm. Ingrid continues to appreciate the impact that a well-designed financial plan can have on their clients' lives. She is actively involved in the Minnesota chapter of the Financial Planning Association, currently serving as a board member.
Ingrid grew up in Rochester, Minnesota as the youngest of 5 children. She received a Bachelor’s degree from the University of Iowa, with a major in Political Science. She spent a semester studying abroad in Rome, which sparked her love for travel. Today, Ingrid lives in St. Paul, Minnesota with her husband Nick and their four children – Nina, George, Arthur, and Maeve. On the weekends, Ingrid and family can be found cheering on the Hawkeyes, Gophers, and Vikings, trying out a new restaurant, exploring the city’s playgrounds and parks, and occasionally even finding time to squeeze in a game of tennis.
I love sitting beside people and helping them learn about the decisions they are making. I think as a great financial planner your most meaningful work is in educating people so they feel confident both in where they are currently and where they are going.
Jeanna joined the Cordis Team in June of 2018 during the firm’s transition to becoming a Registered Investment Advisor. Her past experience with other financial planning groups brings valuable insights to our business and clients. Jeanna started in financial planning after graduating from University of Minnesota in 2008. Through an internship in college with a planning firm in Edina she saw first hand the impact that holistic financial planning can have on people’s lives. After college, Jeanna set out to work in small, independent and team-oriented financial planning firms. Over the years as a financial planner, Jeanna has enjoyed working with clients helping them to better understand their position and supporting them as they make decisions.
Jeanna grew up in Huron, South Dakota and goes “home” often to spend time with her family. During her time at the University of Minnesota she relished in all that the Twin Cities have to offer and decided to make it her new home. Jeanna and her husband, Will, live in Minnetonka. They are happily just living in their 1960s rambler they updated together. Jeanna feels strongly about giving back to the world around her and does so in many different ways. For fun she will play a board game anytime, immerse herself into a tv show, take in a concert or a musical (if she has the choice) and cheer on the MN sports teams.
About twenty five years ago I became fascinated by the subject of purpose—that which drives us, provides a reason to get up on Monday morning, our reason for being. In the work that I did on discovering my own purpose I found that being a catalyst for someone to discover and achieve their most important life goals was clearly a part of my personal purpose statement.
Paul began his career as a financial planner in 1983, a time when the profession was still in its infancy and struggling to define itself. The financial planning profession, and indeed Paul’s career within it, morphed over the decades. As of December 31, 2019, Paul retired from Cordis Financial. In his time with the firm his mission was to be a catalyst for clients through thoughtful, purposeful financial planning. Paul’s expertise and passion were in working with clients to develop financially viable and fulfilling retirement plans.
Paul’s personal life reflects the same purpose that guided him professionally. Family, friends and working for the greater good are sources of inspiration and fulfillment. Paul and his wife, Jeanne, have three children and seven grandchildren. They enjoy spending time at their lake place in northern Minnesota with family and friends. Paul is active in his church and on the board of directors of several non-profit organizations.