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Our Team

Client and Account Services

Matthew Bearth

Matthew Bearth

Client Service Associate

612-347-8614

612-313-7524

Amber Crowley

Amber Crowley

Client Service Associate

612-347-8634

612-313-7524

Laurel Stumbo

Laurel Stumbo, ACS

Client Service Associate

612-347-7809

612-313-7524

Bekah Flaming

Bekah Flaming

Operations Specialist

612-347-8629

612-313-7524

PROFESSIONAL DESIGNATIONS

Box Financial Advisors is committed to the ongoing education of our advisors. All of our financial advisors maintain certain professional designations. The designations maintained among the advisors include:

  • Behavioral Financial Advisor™ (BFA™)
  • Certified Financial Planner® (CFP®)
  • Chartered Advisor in Philanthropy® (CAP®)
  • Chartered Financial Consultant® (ChFC©)
  • Chartered Life Underwriter® (CLU®)

You can find more detailed explanations of the standards and educational requirements for the designations HERE.