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BlueStem Wealth Partners

Financial Life Planning and Investment Management

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    • Investment Management
  • Prospective Clients
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Jill Lawrence

  • Our Team
  • Jill Lawrence
Jill Lawrence

Jill Lawrence, CFP®, CLTC®, CKA®, BFA™

Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER™ | Chief Executive Officer | Managing Partner

Jill Lawrence is a CERTIFIED FINANCIAL PLANNER® and the Chief Executive Officer of BlueStem Wealth Partners, with over 27 years of financial advisory experience. At BlueStem Wealth Partners, we want to help you increase your confidence, purpose and success with your financial future. Our purpose is to position you to make better, more informed financial decisions by combining comprehensive financial planning and a disciplined approach to investment management.

Jill and her husband of 25+ years and their two children live in Mound, Minnesota where they are avid sports fans, enjoy the outdoors, and play an active role in serving their community and various nonprofit organizations. She also enjoys providing people with opportunities to grow and learn through personal development workshops and seminars focused on improving their financial life.

Community Participation

  • Westonka Food Shelf Board Member
  • Imara International
  • Hamline University School of Business Advisory Board – Former Member

Professional Associations

  • Financial Planning Association
  • Kingdom Advisors
  • Certified Financial Planner Board of Standards, Inc.

Qualifications

  • CFP® – CERTIFIED FINANCIAL PLANNER™
  • CLTC® – Certified Long-Term Care
  • CKA® – Certified Kingdom Advisor
  • BFATM – Behavioral Financial Advisor

Qualifications/Designations

Awards & Recognition

  • Forbes’ Best-in-State Wealth Advisors, 2018-2021
  • Forbes’ Top Women Wealth Advisors, 2018-2021
  • Working Mother Top Wealth Advisor Moms, 2018-2021

Third Party Awards & Ranking

Education

  • Bachelor of Arts, Hamline University, St. Paul, MN

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Women’s Financial Strategies
  • Employee Stock Options
  • Multi-Generational Planning

Personal Photo Gallery

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