Devon Roehrich

Background

About Devon Roehrich

We sincerely care for you and your financial well-being more than anyone who does not have your last name. Born and raised in North Dakota, I had the opportunity to watch my father selflessly build his financial services practice through humble service and unmatched dedication. He taught me to sincerely value helping people for the right reasons and to always tell the truth. Our practice serves primarily successful working professionals, baby boomers, business owners and pre-retirees who, among other things, aspire to have an ideal retirement. We have developed and refined a process that helps put the pieces of the financial puzzle together and engages the services available so that our clients can have the complete picture. I've earned the CERTIFIED FINANCIAL PLANNER™ certification. After I obtained that designation, I completed a unique behavioral finance program to acquire the Accredited Behavioral Finance Professional™ designation. I earned two degrees in investments and accounting (4.0 GPA) from the University of North Dakota, graduating at the top of the class. I have a CPA license in Minnesota, which I made inactive in 2014. Active in the community, I have donated my time as a tutor for Hennepin County Libraries, as well as serving at my church, New Hope Church. I also served as a team member for a group devoted to Feed My Starving Children. I currently serve on the board of SouthWest Options for Women, and I am a past member of the Plymouth and Minnetonka Rotary clubs. I am married to my beautiful wife, Karen, and we have three daughters named Oliva, Elizabeth, and Charlotte.*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see